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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
ICP
426
Interchange Capital Partners
Pennsylvania
$65K +$56.1K +3,225 New
SSB
427
Sandy Spring Bank
Maryland
$61K
FHA
428
First Horizon Advisors
Tennessee
$61K +$16.5K +950 +45%
AWM
429
Accel Wealth Management
Iowa
$61K +$52.2K +3,000 New
BCA
430
Berman Capital Advisors
Georgia
$56K +$87 +5 +0.2%
HGWM
431
Harvest Group Wealth Management
Massachusetts
$55K
PCA
432
Peddock Capital Advisors
Massachusetts
$55K +$47.1K +2,710 New
ASN
433
Advisory Services Network
Georgia
$53K -$132K -7,565 -74%
AF
434
Advisornet Financial
Minnesota
$51K +$38.1K +2,190 +706%
VC
435
Vestor Capital
Illinois
$51K +$43.5K +2,500 New
CCA
436
Column Capital Advisors
Indiana
$49K
OAJ
437
Ogorek Anthony Joseph
New York
$48K
GWS
438
Glassman Wealth Services
Virginia
$47K +$16.6K +955 +70%
CFA
439
Carroll Financial Associates
North Carolina
$46K -$2K -115 -5%
IAIM
440
International Assets Investment Management
Florida
$45K +$39.1K +2,250 New
PWM
441
Perigon Wealth Management
California
$42K +$36.1K +2,075 New
AF
442
Allworth Financial
California
$41K +$261 +15 +0.7%
POIA
443
Pin Oak Investment Advisors
Texas
$38K
JIR
444
James Investment Research
Ohio
$36K -$21.3K -1,225 -41%
WT
445
Whittier Trust
California
$36K
PFGIA
446
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$4.87K +280 +19%
GFPC
447
Global Financial Private Client
Florida
$34.2K
JWM
448
Janiczek Wealth Management
Colorado
$32K +$27.3K +1,570 New
KC
449
Knuff & Co
California
$30K
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K

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.