We are live on ! Find out more

606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
376
Fiera Capital (Canada)
Quebec, Canada
$350K +$85.6K +4,940 +34%
DFA
377
Delta Financial Advisors
Louisiana
$344K
AIA
378
Avalon Investment & Advisory
Texas
$343K -$12.4K -715 -4%
OL
379
Optas LLC
Texas
$338K -$3.12K -180 -1%
GCM
380
Gallacher Capital Management
Colorado
$335K +$10.6K +610 +3%
FB
381
Fulton Bank
Pennsylvania
$334K -$8.23K -475 -3%
FSA
382
Franklin Street Advisors
North Carolina
$327K +$34.7K +2,005 +12%
BCM
383
Bayesian Capital Management
New York
$319K -$598K -34,500 -66%
BBHC
384
Brown Brothers Harriman & Co
New York
$310K +$208K +12,005 +235%
SC
385
Searle & Co
Connecticut
$310K
SWP
386
Stratos Wealth Partners
Ohio
$308K -$81K -4,675 -22%
1WA
387
180 Wealth Advisors
Washington
$303K +$3.47K +200 +1%
CAG
388
Csenge Advisory Group
Florida
$303K +$290K +16,710 New
FHA
389
First Horizon Advisors
Tennessee
$293K +$17.5K +1,010 +7%
RB
390
Renasant Bank
Mississippi
$293K +$12K +690 +4%
TWC
391
TD Waterhouse Canada
Ontario, Canada
$291K +$8.15K +470 +3%
CCM
392
Chiron Capital Management
Florida
$290K -$8.67K -500 -3%
OMC
393
Old Mission Capital
Illinois
$288K -$3.17M -183,025 -92%
FHB
394
First Hawaiian Bank
Hawaii
$284K -$38K -2,195 -12%
BL
395
Balentine LLC
Georgia
$282K -$6.76K -390 -2%
JFGIW
396
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$282K +$269K +15,550 New
HI
397
Harrington Investments
California
$281K
IC
398
IEQ Capital
California
$280K -$39.3K -2,270 -13%
Schroder Investment Management Group
399
Schroder Investment Management Group
United Kingdom
$280K -$234K -13,475 -47%
Kovitz Investment Group Partners
400
Kovitz Investment Group Partners
Illinois
$278K +$265K +15,310 New

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.