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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
RWB
426
RMR Wealth Builders
New Jersey
$242K +$256K +11,760 New
9WM
427
9258 Wealth Management
Ohio
$236K
RB
428
Renasant Bank
Mississippi
$236K +$1.63K +75 +0.7%
CAGAS
429
Capital Advisory Group Advisory Services
Minnesota
$235K -$978 -45 -0.4%
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$232K -$30.2K -1,390 -11%
YIH
431
Y-Intercept (HK)
Hong Kong
$230K +$244K +11,205 New
EGM
432
Engineers Gate Manager
New York
$228K -$124K -5,700 -34%
LWAC
433
Laurel Wealth Advisors (California)
California
$227K +$10.3K +475 +4%
EWM
434
Edge Wealth Management
New York
$226K
BFM
435
Boothbay Fund Management
New York
$226K +$239K +11,000 New
DG
436
DMC Group
Alabama
$225K -$217K -10,000 -43%
LFA
437
Legacy Financial Advisors
Kentucky
$223K -$104K -4,790 -31%
KPWS
438
Kestra Private Wealth Services
Texas
$221K -$21.4K -985 -8%
CA
439
Crewe Advisors
Utah
$217K -$11.1K -510 -5%
AWA
440
Arkadios Wealth Advisors
Georgia
$217K +$229K +10,540 New
APA
441
American Portfolios Advisors
New York
$215K +$51.7K +2,380 +29%
NC
442
NinePointTwo Capital
California
$215K
HSBC Holdings
443
HSBC Holdings
United Kingdom
$211K +$223K +10,245 New
ET
444
Equitable Trust
Tennessee
$211K +$223K +10,275 New
SPC
445
Sigma Planning Corp
Michigan
$210K +$5.54K +255 +3%
DADC
446
D.A. Davidson & Co
Montana
$207K +$435 +20 +0.2%
SBL
447
Sargent Bickham Lagudis
Colorado
$205K
OL
448
Optas LLC
Texas
$205K +$11.1K +510 +5%
PBF
449
Petix & Botte Financial
California
$205K +$217K +10,000 New
VF
450
Virtu Financial
New York
$204K +$34.6K +1,590 +19%

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.