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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
451
Balentine LLC
Georgia
$230K -$64K -3,380 -22%
SMA
452
Sage Mountain Advisors
Georgia
$229K +$229K +12,080 New
SWA
453
Stratos Wealth Advisors
Ohio
$228K +$228K +12,055 New
HAG
454
HighPoint Advisor Group
Illinois
$224K +$224K +13,035 New
WSTAM
455
Wilbanks Smith & Thomas Asset Management
Virginia
$223K -$95K -5,015 -30%
DekaBank Deutsche Girozentrale
456
DekaBank Deutsche Girozentrale
Germany
$221K – – –
9WM
457
9258 Wealth Management
Ohio
$221K +$221K +11,645 New
CSA
458
Cottage Street Advisors
Massachusetts
$219K +$219K +11,670 New
AAS
459
Avantax Advisory Services
Texas
$219K -$36.3K -1,915 -14%
PIM
460
Penobscot Investment Management
Massachusetts
$218K +$218K +11,505 New
DWM
461
Drive Wealth Management
Utah
$216K +$216K +11,400 New
BCM
462
Brookstone Capital Management
Illinois
$216K +$216K +11,390 New
CG
463
Cynosure Group
Utah
$214K +$214K +11,325 New
MCM
464
Manchester Capital Management
Vermont
$214K +$34.8K +1,840 +20%
ICG
465
InterOcean Capital Group
Tennessee
$212K +$212K +11,205 New
BIC
466
Beach Investment Counsel
Pennsylvania
$211K +$211K +11,125 New
BAM
467
Berkshire Asset Management
Pennsylvania
$211K +$211K +11,125 New
NG
468
Norden Group
Utah
$210K -$326K -17,225 -61%
EWM
469
Edge Wealth Management
New York
$208K +$208K +11,000 New
IWM
470
IHT Wealth Management
Illinois
$207K +$207K +10,925 New
RWB
471
RMR Wealth Builders
New Jersey
$202K -$35.9K -1,895 -15%
AC
472
Avestar Capital
New York
$201K -$44K -2,325 -18%
Allspring Global Investments
473
Allspring Global Investments
North Carolina
$199K +$57.8K +3,050 +41%
AA
474
Addison Advisors
Vermont
$199K +$20.4K +1,075 +11%
AT
475
Arlington Trust
Alabama
$193K +$4.73K +250 +3%
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