We are live on ! Find out more

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
PMA
426
Prudent Man Advisors
Illinois
$227K +$217K +12,530 New
SW
427
SkyOak Wealth
Michigan
$227K +$217K +12,500 New
AC
428
Avestar Capital
New York
$226K +$216K +12,485 New
APWM
429
Argonautica Private Wealth Management
Massachusetts
$226K -$21.1K -1,220 -9%
KeyBank National Association
430
KeyBank National Association
Ohio
$222K -$70.5K -4,065 -25%
AGC
431
Aspen Grove Capital
Colorado
$220K +$210K +12,130 New
DLA
432
Douglas Lane & Associates
New York
$219K +$209K +12,060 New
AAS
433
Avantax Advisory Services
Texas
$217K +$207K +11,945 New
OFS
434
OneAscent Financial Services
Alabama
$216K +$206K +11,905 New
RG
435
Richelieu Gestion
France
$214K
WS
436
Wedbush Securities
California
$213K +$204K +11,745 New
9WM
437
9258 Wealth Management
Ohio
$211K +$202K +11,640 New
BCM
438
Brookstone Capital Management
Illinois
$210K +$200K +11,535 New
BJL
439
Brighton Jones LLC
Washington
$210K -$28.2K -1,625 -12%
CA
440
Cetera Advisors
Colorado
$209K +$200K +11,550 New
AWM
441
Apollon Wealth Management
South Carolina
$209K +$200K +11,520 New
IWM
442
IHT Wealth Management
Illinois
$205K +$196K +11,320 New
BIC
443
Beach Investment Counsel
Pennsylvania
$202K -$69.3K -4,000 -26%
AWM
444
Axxcess Wealth Management
California
$202K +$193K +11,140 New
SIA
445
Strategic Investment Advisors
Michigan
$200K +$191K +11,035 New
CA
446
Crewe Advisors
Utah
$191K
BTI
447
Blue Trust Inc
Georgia
$191K -$379K -21,875 -64%
CFGS
448
Concourse Financial Group Securities
Alabama
$188K -$15.3K -885 -8%
BAM
449
Berkshire Asset Management
Pennsylvania
$177K +$191K +11,040 New
GRP
450
Global Retirement Partners
California
$171K +$32.9K +1,900 +26%

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.