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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
YDMI
401
Y.D. More Investments
Israel
$277K -$43.3K -2,500 -14%
NCM
402
Narwhal Capital Management
Georgia
$276K -$43.3K -2,500 -14%
FFP
403
FourThought Financial Partners
Florida
$274K -$298K -17,210 -53%
IAN
404
Integrated Advisors Network
Texas
$273K -$4.59K -265 -2%
FAIM
405
Financial Advocates Investment Management
Washington
$267K +$255K +14,735 New
UB
406
UMB Bank
Missouri
$267K +$37.2K +2,145 +17%
IUHSA
407
Itau Unibanco Holding S.A.
Brazil
$266K +$64.6K +3,730 +34%
CB
408
Commerce Bank
Missouri
$266K +$254K +14,670 New
AIM
409
Anchor Investment Management
South Carolina
$261K
FT
410
Fiduciary Trust
Massachusetts
$260K +$9.53K +550 +4%
SPP
411
Single Point Partners
Massachusetts
$259K +$693 +40 +0.3%
UCFA
412
United Capital Financial Advisors
Texas
$257K -$57.3K -3,305 -19%
FW
413
FirstPurpose Wealth
Utah
$256K +$245K +14,120 New
FWM
414
FFT Wealth Management
Pennsylvania
$251K +$5.46K +315 +2%
WGAM
415
Wilkinson Global Asset Management
New York
$250K
CSA
416
Cottage Street Advisors
Massachusetts
$248K +$237K +13,670 New
First Manhattan
417
First Manhattan
New York
$246K +$173K +10,000 +281%
BFM
418
Boston Financial Management
Massachusetts
$244K
4WM
419
44 Wealth Management
Oregon
$241K +$231K +13,305 New
MG
420
Marex Group
$235K -$333K -19,190 -60%
CC
421
Chicago Capital
Illinois
$231K +$221K +12,745 New
CWP
422
Capital Wealth Planning
Florida
$231K +$221K +12,730 New
PCM
423
Penserra Capital Management
California
$230K +$160K +9,240 +265%
SQA
424
Simon Quick Advisors
New Jersey
$229K +$219K +12,635 New
RWB
425
RMR Wealth Builders
New Jersey
$228K +$218K +12,570 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.