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Sony
SONY

Overview Fund Activity

646 hedge funds and large institutions have $8.03B invested in Sony in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.39%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
75
Increased
211
Reduced
230
Closed
68
Calls
$217M
Puts
$143M
Net Calls
+$74.5M
Net Calls Change
+$2.3M

Top Buyers

1
HL
Harding Loevner
New Jersey
+$143M
2
GAM
Groupama Asset Management
France
+$79.7M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$72M
4
Marshall Wace
Marshall Wace
United Kingdom
+$71.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$21.4M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$124M
2
ClearBridge Investments
ClearBridge Investments
New York
-$44.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.7M
4
MIP
Mondrian Investment Partners
United Kingdom
-$28.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
426
Independent Advisor Alliance
North Carolina
$230K -$321K -18,895 -58%
BWM
427
Baron Wealth Management
Michigan
$230K – – –
SIA
428
Strategic Investment Advisors
Michigan
$227K +$2.29K +135 +1%
PGA
429
Portland Global Advisors
Maine
$225K – – –
BFM
430
Boston Financial Management
Massachusetts
$224K – – –
OL
431
Optas LLC
Texas
$224K -$126K -7,440 -36%
SMA
432
Sage Mountain Advisors
Georgia
$221K +$15.1K +890 +7%
TW
433
Traveka Wealth
California
$220K -$9.6K -565 -4%
SL
434
Summitry LLC
California
$220K +$220K +12,935 New
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$219K -$367K -21,575 -63%
LCGC
436
Legacy Capital Group California
California
$218K -$151K -8,905 -41%
CC
437
Chicago Capital
Illinois
$217K – – –
LI
438
LRI Investments
Florida
$215K +$205K +12,065 +2,045%
CIAS
439
Capital Investment Advisory Services
North Carolina
$213K +$2.8K +165 +1%
SPIA
440
Steward Partners Investment Advisory
New York
$211K +$69.2K +4,075 +49%
PWM
441
Perigon Wealth Management
California
$207K -$40.8K -2,400 -16%
HWM
442
HB Wealth Management
Georgia
$207K +$3.99K +235 +2%
AWM
443
Axxcess Wealth Management
California
$205K -$11.2K -660 -5%
Deutsche Bank
444
Deutsche Bank
Germany
$203K +$103K +6,065 +103%
AA
445
Addison Advisors
Vermont
$203K +$20.4K +1,200 +11%
AWM
446
Avior Wealth Management
Nebraska
$202K -$114K -6,700 -36%
MCM
447
Manchester Capital Management
Vermont
$201K +$6.37K +375 +3%
CA
448
Crewe Advisors
Utah
$195K +$14.8K +870 +8%
CH
449
Cromwell Holdings
Wyoming
$195K +$195K +11,455 New
AF
450
Allworth Financial
California
$186K +$5.94K +320 +3%
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