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Sony
SONY

Overview Fund Activity

543 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 211 increasing their positions, 159 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+18
Holders Change %
+3.43%
% of All Funds
9.56%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
83
Increased
211
Reduced
159
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
$1.37B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$60.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$51M
4
BlackRock
BlackRock
New York
$157M
5
Invesco
Invesco
Georgia
$118M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
$0
2
Primecap Management
Primecap Management
California
$3.05B
3
SCP
Soroban Capital Partners
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$275M
5
Bank of America
Bank of America
North Carolina
$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
376
Avantax Advisory Services
Texas
$266K +$266K +12,585 New
KPW
377
Kore Private Wealth
New York
$263K +$52.1K +2,460 +25%
BJL
378
Brighton Jones LLC
Washington
$258K -$3.07K -145 -1%
MPI
379
Mairs & Power Inc
Minnesota
$256K -$10.6K -500 -4%
PMA
380
Prudent Man Advisors
Illinois
$255K -$75.8K -3,580 -23%
HWMA
381
Heritage Wealth Management (Arizona)
Arizona
$255K +$255K +12,035 New
YMRC
382
Yorktown Management & Research Company
Virginia
$254K – – –
CAG
383
Csenge Advisory Group
Florida
$251K -$85.3K -3,815 -25%
Cetera Investment Advisers
384
Cetera Investment Advisers
Illinois
$249K -$148K -6,970 -37%
GSEP
385
Golden State Equity Partners
California
$249K +$19.8K +935 +9%
CAGAS
386
Capital Advisory Group Advisory Services
Minnesota
$247K +$5.2K +245 +2%
WI
387
WrapManager Inc
California
$243K +$243K +11,455 New
CIC
388
Carnegie Investment Counsel
Ohio
$241K +$241K +11,375 New
HIP
389
HUB Investment Partners
Texas
$238K +$238K +11,220 New
BFS
390
Bradley Foster & Sargent
Connecticut
$237K – – –
CA
391
Crewe Advisors
Utah
$234K – – –
KFS
392
Kaizen Financial Strategies
California
$233K +$21.2K +1,000 +10%
BAAM
393
Baker Avenue Asset Management
California
$227K -$70.4K -3,320 -24%
DADC
394
D.A. Davidson & Co
Montana
$224K +$224K +10,545 New
XS
395
XR Securities
Illinois
$223K +$223K +10,520 New
EWA
396
EP Wealth Advisors
California
$222K -$531 -25 -0.2%
NC
397
NinePointTwo Capital
California
$222K – – –
DAM
398
Deltec Asset Management
New York
$222K +$222K +10,450 New
KOCAA
399
Knights of Columbus Asset Advisors
Connecticut
$218K -$61.2K -2,880 -22%
EWM
400
Edge Wealth Management
New York
$217K -$45.5K -2,150 -17%
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16
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