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527 hedge funds and large institutions have $9.67B invested in Sony in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $691M | Put options by funds: $163M

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

31% more capital invested

Capital invested by funds: $7.35B → $9.67B (+$2.31B)

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 157

15% more funds holding

Funds holding: 459527 (+68)

0.14% less ownership

Funds ownership: 38.05%37.91% (-0.14%)

Holders
527
Holders Change
+68
Holders Change %
+14.81%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
116
Increased
183
Reduced
157
Closed
41
Calls
$691M
Puts
$163M
Net Calls
+$528M
Net Calls Change
+$251M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
401
Harbor Investment Advisory
Maryland
$151K -$36.9K -2,120 -22%
LWM
402
Liberty Wealth Management
California
$151K +$1.04K +60 +0.8%
RWB
403
RMR Wealth Builders
New Jersey
$148K +$127K +7,300 New
BCV
404
Banque Cantonale Vaudoise
Switzerland
$136K
IRC
405
Investors Research Corp
Georgia
$136K
SFO
406
Standard Family Office
South Dakota
$129K +$111K +6,380 New
RWA
407
Ropes Wealth Advisors
Massachusetts
$128K +$18.3K +1,055 +20%
BAM
408
Belpointe Asset Management
Nevada
$126K +$108K +6,205 New
RPWA
409
Regent Peak Wealth Advisors
Georgia
$116K +$100K +5,750 New
FP
410
Financial Perspectives
Minnesota
$109K
BNP Paribas Financial Markets
411
BNP Paribas Financial Markets
France
$106K -$33.7K -1,940 -27%
FPS
412
Fieldpoint Private Securities
Connecticut
$106K +$91.3K +5,250 New
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$105K -$10.6K -610 -10%
SPIA
414
Steward Partners Investment Advisory
New York
$104K +$44.3K +2,550 +99%
ZB
415
Zions Bancorporation
Utah
$103K -$38.7K -2,225 -31%
SG Americas Securities
416
SG Americas Securities
New York
$102K -$162K -9,330 -65%
Axa
417
Axa
France
$97K +$5.65K +325 +7%
MA
418
MUFG Americas
New York
$91K +$6.78K +390 +9%
BC
419
Bartlett & Co
Ohio
$89K -$10.4K -600 -12%
BCWM
420
Bartlett & Co Wealth Management
Ohio
$89K -$10.4K -600 -12%
TJHA
421
Thomas J. Herzfeld Advisors
Florida
$85K +$6.87K +395 +10%
GRP
422
Global Retirement Partners
California
$80K +$23.6K +1,355 +52%
NFG
423
Next Financial Group
Texas
$77K +$9.56K +550 +17%
GWM
424
Geneos Wealth Management
Colorado
$71K +$308K +17,690 +507%
HNB
425
Huntington National Bank
Ohio
$69K -$119K -6,845 -67%

SONY Hedge Fund Activity: Q4 2020 in Review

527 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2020, worth a combined $9.67B — up 31% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SONY positions and 41 closed out — a net gain of 75 holders — while 183 added to existing stakes and 157 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $86.3M. The largest seller was Primecap Management, cutting an estimated $188M.

  • 527 institutional investors held Sony (SONY) as of Q4 2020, up from 459 in Q3 2020.
  • Funds reported $9.67B of Sony stock for Q4 2020, up 31% quarter-over-quarter.
  • 116 funds opened new Sony positions in Q4 2020 and 41 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2020 was Holocene Advisors, an estimated $86.3M added.
  • The largest Sony seller in Q4 2020 was Primecap Management, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2020.