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606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
Manchester Capital Management
Vermont
$164K +$35.1K +2,025 +29%
AA
452
Addison Advisors
Vermont
$161K -$1.04K -60 -0.7%
BWP
453
Baldwin Wealth Partners
Massachusetts
$154K -$1.3K -75 -0.9%
BAM
454
Belpointe Asset Management
Nevada
$145K +$69.2K +3,995 +100%
CSS
455
Cubist Systematic Strategies
Connecticut
$145K -$1.52M -87,945 -92%
SWM
456
Spire Wealth Management
Virginia
$142K +$74.4K +4,295 +121%
MHR
457
Matthew Hamilton Rosenberg
$141K -$5.55K -320 -4%
LFG
458
Larson Financial Group
Missouri
$138K -$42K -2,425 -24%
GBT
459
Grove Bank & Trust
Florida
$130K +$4.51K +260 +4%
PMFA
460
Plante Moran Financial Advisors
Michigan
$128K +$123K +7,075 New
IRC
461
Investors Research Corp
Georgia
$124K
AF
462
Allworth Financial
California
$117K +$35.1K +2,025 +46%
TJHA
463
Thomas J. Herzfeld Advisors
Florida
$115K +$4.42K +255 +4%
HIA
464
Harbor Investment Advisory
Maryland
$114K -$87 -5 -0.1%
BAAM
465
Baker Avenue Asset Management
California
$112K -$1.99K -115 -2%
EBA
466
Eagle Bay Advisors
New York
$111K -$8.49K -490 -7%
Deutsche Bank
467
Deutsche Bank
Germany
$109K -$2.25K -130 -2%
HGERS
468
Householder Group Estate & Retirement Specialist
Arizona
$101K +$96.3K +5,555 New
MIHAS
469
Maj Invest Holding A/S
Denmark
$100K
TRCT
470
Tower Research Capital (TRC)
New York
$99K -$214K -12,345 -69%
ANBT
471
American National Bank & Trust
Texas
$95.5K
EWA
472
EverSource Wealth Advisors
Alabama
$90.6K +$50.9K +2,935 +142%
JEST
473
JTC Employer Solutions Trustee
Jersey
$90K
QC
474
Quent Capital
New York
$87.4K +$87 +5 +0.1%
Allspring Global Investments
475
Allspring Global Investments
North Carolina
$81.3K

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.