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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
451
First Manhattan
New York
$53K +$52.8K +2,500 New
AF
452
Advisornet Financial
Minnesota
$51K -$1.9K -90 -4%
OAJ
453
Ogorek Anthony Joseph
New York
$50K
GWS
454
Glassman Wealth Services
Virginia
$49K +$211 +10 +0.4%
JWM
455
Janiczek Wealth Management
Colorado
$48K +$15K +710 +45%
AF
456
Allworth Financial
California
$43K -$317 -15 -0.7%
CFA
457
Carroll Financial Associates
North Carolina
$42K -$6.13K -290 -13%
IA
458
IFP Advisors
Florida
$42K +$29.3K +1,385 +229%
EW
459
Evoke Wealth
California
$40K +$15K +710 +61%
SC
460
Solstein Capital
California
$40K +$39.6K +1,875 New
POIA
461
Pin Oak Investment Advisors
Texas
$39K
SSB
462
Sandy Spring Bank
Maryland
$38K -$26.4K -1,250 -42%
WP
463
WealthShield Partners
North Carolina
$38K +$37.7K +1,785 New
GFPC
464
Global Financial Private Client
Florida
$36.2K
EAM
465
Erste Asset Management
Austria
$35.4K +$35.3K +1,670 New
CCA
466
Column Capital Advisors
Indiana
$35K -$15.8K -750 -31%
BEI
467
Benjamin Edwards Inc
Missouri
$34K +$12.1K +575 +56%
AWA
468
Arkadios Wealth Advisors
Georgia
$31K +$17.5K +830 +123%
BMD
469
Better Money Decisions
New Mexico
$29K +$29.4K +1,390 New
CWM
470
Cedar Wealth Management
California
$24K
FGAM
471
Financial Gravity Asset Management
Texas
$21.9K -$739 -35 -3%
AP
472
Arlington Partners
Alabama
$21K
EIP
473
Ellis Investment Partners
Pennsylvania
$21K +$12.9K +610 +161%
CPWM
474
Cypress Point Wealth Management
Texas
$21K +$21.1K +1,000 New
OIA
475
Optimum Investment Advisors
Illinois
$21K +$21.1K +1,000 New

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.