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607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PMA
451
Prudent Man Advisors
Illinois
$203K
JCM
452
Jacobi Capital Management
Pennsylvania
$200K
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K
AA
454
Addison Advisors
Vermont
$199K +$82.9K +3,815 +65%
AIM
455
ARK Investment Management
Florida
$181K +$22.5K +1,035 +13%
BWP
456
Baldwin Wealth Partners
Massachusetts
$180K +$63.1K +2,905 +49%
SM
457
SG3 Management
Puerto Rico
$175K +$185K +8,500 New
MHR
458
Matthew Hamilton Rosenberg
$174K -$6.74K -310 -4%
BCV
459
Banque Cantonale Vaudoise
Switzerland
$159K
HIA
460
Harbor Investment Advisory
Maryland
$153K
MCM
461
Manchester Capital Management
Vermont
$151K
PCG
462
Private Capital Group
Connecticut
$147K -$6.41K -295 -4%
IRC
463
Investors Research Corp
Georgia
$139K
FPS
464
Fieldpoint Private Securities
Connecticut
$135K -$7.72K -355 -5%
T
465
TCWP
Ohio
$135K +$143K +6,575 New
RG
466
Richelieu Gestion
France
$131K +$139K +6,390 New
GRP
467
Global Retirement Partners
California
$126K +$154K +7,095 New
MIHAS
468
Maj Invest Holding A/S
Denmark
$113K
SPIA
469
Steward Partners Investment Advisory
New York
$108K -$53.5K -2,460 -32%
TJHA
470
Thomas J. Herzfeld Advisors
Florida
$108K -$6.2K -285 -5%
BBHC
471
Brown Brothers Harriman & Co
New York
$106K
QC
472
Quent Capital
New York
$99K
ZB
473
Zions Bancorporation
Utah
$96K +$4.24K +195 +4%
HNB
474
Huntington National Bank
Ohio
$93K -$6.3K -290 -6%
AF
475
Advisornet Financial
Minnesota
$85K +$7.83K +360 +10%

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.