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419 hedge funds and large institutions have $5.68B invested in Sony in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 168 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

2% less funds holding

Funds holding: 426419 (-7)

3.63% less ownership

Funds ownership: 41.68%38.05% (-3.6%)

17% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $114M

21% less capital invested

Capital invested by funds: $7.21B → $5.68B (-$1.53B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

31% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 168

Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.23%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.37%
New
62
Increased
116
Reduced
168
Closed
64
Calls
$94.9M
Puts
$114M
Net Calls
-$19M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MPMG
26
Minneapolis Portfolio Management Group
Minnesota
$28.1M -$9.17M -699,510 -23%
BHC
27
Bowen Hanes & Co
Florida
$26.6M
Renaissance Technologies
28
Renaissance Technologies
New York
$26.6M -$61.6M -4,699,500 -68%
ClearBridge Investments
29
ClearBridge Investments
New York
$25.6M +$27.8M +2,124,795 +5,798%
CS
30
Credit Suisse
Switzerland
$25.4M +$13.1M +996,290 +87%
SEI Investments
31
SEI Investments
Pennsylvania
$23.8M +$504K +38,435 +2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$23.5M +$2.75M +209,595 +12%
Nomura Holdings
33
Nomura Holdings
Japan
$23.4M -$2.01M -153,460 -7%
Citadel Advisors
34
Citadel Advisors
Florida
$23.4M +$16.5M +1,261,495 +176%
OMC
35
Oasis Management Company
Cayman Islands
$23.3M +$25.8M +1,969,730 New
Ameriprise
36
Ameriprise
Minnesota
$22.3M -$2.27M -173,505 -9%
OAMG
37
Odey Asset Management Group
United Kingdom
$19.6M -$22.9M -1,751,115 -51%
PF
38
Phoenix Financial
Israel
$19.5M +$21.4M +1,632,935 +3,266%
Invesco
39
Invesco
Georgia
$18.8M -$5.89M -449,710 -22%
FWCM
40
Ferguson Wellman Capital Management
Oregon
$18.2M +$229K +17,505 +1%
HAM
41
Harber Asset Management
North Carolina
$18M +$4.61M +351,725 +30%
PTC
42
Petrus Trust Company
Texas
$17.1M +$1.38M +105,000 +8%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$16.7M +$2.48M +189,040 +16%
AP
44
Atwood & Palmer
Missouri
$15.6M -$17.4K -1,325 -0.1%
MDSL
45
M.D. Sass LLC
New York
$15.1M +$807K +61,595 +5%
UBS Group
46
UBS Group
Switzerland
$13.9M -$320K -24,410 -2%
RG
47
Renaissance Group
Kentucky
$11.6M -$1.76M -134,315 -12%
CWM
48
Cabot Wealth Management
Massachusetts
$11.5M -$679K -51,780 -5%
BIM
49
Bogle Investment Management
Massachusetts
$10.8M -$1.6M -122,040 -12%
UCFA
50
United Capital Financial Advisors
Texas
$10.7M +$2.18M +166,565 +23%

SONY Hedge Fund Activity: Q1 2020 in Review

419 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2020, worth a combined $5.68B — down 21% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of SONY and 62 opened new positions — a net loss of 2 holders — while 168 trimmed existing stakes and 116 added.

The largest buyer was Soroban Capital Partners, opening a new position worth an estimated $53.3M. The largest seller was Primecap Management, cutting an estimated $297M.

  • 419 institutional investors held Sony (SONY) as of Q1 2020, down from 426 in Q4 2019.
  • Funds reported $5.68B of Sony stock for Q1 2020, down 21% quarter-over-quarter.
  • 62 funds opened new Sony positions in Q1 2020 and 64 closed out, a net change of -2 holders.
  • The largest Sony buyer in Q1 2020 was Soroban Capital Partners, an estimated $53.3M added.
  • The largest Sony seller in Q1 2020 was Primecap Management, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2020.