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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
401
Deltec Asset Management
New York
$222K +$221K +10,450 New
KOCAA
402
Knights of Columbus Asset Advisors
Connecticut
$218K -$60.8K -2,880 -22%
EWM
403
Edge Wealth Management
New York
$217K -$45.4K -2,150 -17%
PAA
404
Peregrine Asset Advisers
Oregon
$215K +$214K +10,150 New
OWA
405
Opal Wealth Advisors
New York
$212K
SPC
406
Sigma Planning Corp
Michigan
$210K -$18.7K -885 -8%
SBL
407
Sargent Bickham Lagudis
Colorado
$209K
PP
408
PDS Planning
Ohio
$209K +$208K +9,855 New
CG
409
Cutler Group
California
$209K +$209K +9,895 New
RRAM
410
River Road Asset Management
Kentucky
$206K +$205K +9,725 New
CIAS
411
Capital Investment Advisory Services
North Carolina
$202K +$201K +9,505 New
IUHSA
412
Itau Unibanco Holding S.A.
Brazil
$200K -$2.97M -140,570 -94%
MHR
413
Matthew Hamilton Rosenberg
$165K
BCV
414
Banque Cantonale Vaudoise
Switzerland
$165K +$21.1K +1,000 +15%
RWB
415
RMR Wealth Builders
New Jersey
$162K +$7.18K +340 +5%
SWM
416
Spire Wealth Management
Virginia
$161K +$211K +10,010 New
FC
417
FCA Corp
Texas
$160K -$370K -17,500 -70%
RE
418
RBC Europe
United Kingdom
$160K -$174K -8,225 -52%
HIA
419
Harbor Investment Advisory
Maryland
$158K
SPIA
420
Steward Partners Investment Advisory
New York
$152K +$43K +2,035 +40%
LWM
421
Liberty Wealth Management
California
$151K
IRC
422
Investors Research Corp
Georgia
$143K
BAM
423
Belpointe Asset Management
Nevada
$140K +$8.87K +420 +7%
PCG
424
Private Capital Group
Connecticut
$135K -$77.6K -3,675 -37%
LWP
425
Lumature Wealth Partners
Georgia
$123K -$403K -19,065 -77%

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.