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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
CWM
451
Cedar Wealth Management
California
$23K
EW
452
Evoke Wealth
California
$23K +$435 +25 +2%
FGAM
453
Financial Gravity Asset Management
Texas
$22K +$18.6K +1,070 New
BEI
454
Benjamin Edwards Inc
Missouri
$21K +$17.9K +1,030 New
IA
455
Inspire Advisors
Idaho
$21K +$18.1K +1,040 New
CTB
456
Country Trust Bank
Illinois
$20K
GAM
457
Gemmer Asset Management
California
$20K
LWA
458
Lenox Wealth Advisors
New York
$20K
AP
459
Arlington Partners
Alabama
$20K +$17K +975 New
AWM
460
Avior Wealth Management
Nebraska
$19K
FRA
461
Front Row Advisors
California
$18K
MCM
462
Manchester Capital Management
Vermont
$18K
EA
463
Elm Advisors
California
$18K +$15.2K +875 New
ST
464
Smithfield Trust
Pennsylvania
$17K
APWA
465
Atlas Private Wealth Advisors
New Jersey
$16K +$435 +25 +3%
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$16K +$1.56K +90 +13%
ATC
467
Adirondack Trust Company
New York
$15K
IAS
468
IMA Advisory Services
Colorado
$15K
NSIM
469
North Star Investment Management
Illinois
$15K
RIA
470
RPG Investment Advisory
California
$15K
TWA
471
TCI Wealth Advisors
Arizona
$15K
PMFA
472
Plante Moran Financial Advisors
Michigan
$15K +$957 +55 +8%
PWMG
473
Prestige Wealth Management Group
New Jersey
$13K -$2.26K -130 -16%
AWA
474
Arkadios Wealth Advisors
Georgia
$13K +$11.7K +675 New
HFM
475
Harvest Fund Management
China
$12K -$124K -7,110 -92%

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.