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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
426
AXQ Capital
New Jersey
$273K -$49K -2,590 -15%
AIM
427
Anchor Investment Management
South Carolina
$272K – – –
FWM
428
FFT Wealth Management
Pennsylvania
$272K +$15.4K +815 +6%
RCA
429
Resonant Capital Advisors
Wisconsin
$270K -$107K -5,660 -28%
RB
430
Renasant Bank
Mississippi
$270K -$11.2K -590 -4%
CC
431
Callan Capital
California
$262K +$262K +13,820 New
PGFC
432
Peapack-Gladstone Financial Corp
New Jersey
$261K +$261K +13,760 New
FCI
433
Financial Counselors Inc
Kansas
$258K +$15.2K +805 +6%
PI
434
PEAK6 Investments
Illinois
$257K +$257K +13,555 New
PVH
435
Psagot Value Holdings
Israel
$256K – – –
BWM
436
Baron Wealth Management
Michigan
$256K +$256K +13,510 New
PGA
437
Portland Global Advisors
Maine
$251K +$251K +13,230 New
BFM
438
Boston Financial Management
Massachusetts
$250K – – –
TW
439
Traveka Wealth
California
$249K +$249K +13,160 New
Barclays
440
Barclays
United Kingdom
$245K -$332K -17,515 -58%
OFS
441
OneAscent Financial Services
Alabama
$244K +$9.27K +490 +4%
SIA
442
Strategic Investment Advisors
Michigan
$238K -$189 -10 -0.1%
Fiera Capital (Canada)
443
Fiera Capital (Canada)
Quebec, Canada
$237K -$144K -7,585 -38%
PWM
444
Perigon Wealth Management
California
$236K +$236K +12,435 New
CIAS
445
Capital Investment Advisory Services
North Carolina
$234K +$234K +12,380 New
RCAG
446
Rehmann Capital Advisory Group
Michigan
$233K +$233K +12,310 New
IUHSA
447
Itau Unibanco Holding S.A.
Brazil
$232K +$31.1K +1,640 +15%
WS
448
Wedbush Securities
California
$232K -$18K -950 -7%
BBVA
449
Banco Bilbao Vizcaya Argentaria
Spain
$232K +$232K +12,200 New
AWM
450
Axxcess Wealth Management
California
$231K +$231K +12,215 New
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