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607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
401
First Hawaiian Bank
Hawaii
$299K -$169K -7,760 -35%
AT
402
Arden Trust
Delaware
$297K -$33.8K -1,555 -10%
MPPW
403
Mitchell & Pahl Private Wealth
Oklahoma
$296K +$74.4K +3,425 +31%
AIM
404
Anchor Investment Management
South Carolina
$295K
HFM
405
Harvest Fund Management
China
$293K
SW
406
SkyOak Wealth
Michigan
$293K
PCA
407
Pallas Capital Advisors
Massachusetts
$292K -$9.78K -450 -3%
PP
408
PDS Planning
Ohio
$291K +$66.3K +3,050 +27%
IA
409
IFP Advisors
Florida
$285K +$223K +10,250 +135%
DBRC
410
D.B. Root & Company
Pennsylvania
$284K -$360K -16,580 -54%
BONST
411
Bank of Nova Scotia Trust
Ontario, Canada
$275K +$113K +5,190 +63%
IC
412
IEQ Capital
California
$273K +$289K +13,280 New
BJL
413
Brighton Jones LLC
Washington
$269K +$543 +25 +0.2%
DLA
414
Douglas Lane & Associates
New York
$266K +$29.7K +1,365 +12%
BL
415
Balentine LLC
Georgia
$264K +$97.6K +4,490 +54%
FSA
416
Franklin Street Advisors
North Carolina
$263K -$39.9K -1,835 -13%
CC
417
Chicago Capital
Illinois
$262K
KOCAA
418
Knights of Columbus Asset Advisors
Connecticut
$261K +$74.6K +3,430 +37%
ICP
419
Interchange Capital Partners
Pennsylvania
$260K -$58.1K -2,675 -17%
CP
420
Corbenic Partners
Pennsylvania
$257K -$21.3K -980 -7%
ED
421
Exane Derivatives
France
$247K -$28K -1,290 -10%
AC
422
ASB Consultores
Florida
$245K
ARG
423
Advisory Resource Group
Oklahoma
$245K +$42.1K +1,935 +19%
TRCT
424
Tower Research Capital (TRC)
New York
$245K +$257K +11,815 +10,741%
MYIA
425
Mount Yale Investment Advisors
Colorado
$243K -$144K -6,615 -36%

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.