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445 hedge funds and large institutions have $6.69B invested in Sony in 2020 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $330M | Put options by funds: $63M

53% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 57

18% more capital invested

Capital invested by funds: $5.68B → $6.69B (+$1.01B)

15% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 135

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

6% more funds holding

Funds holding: 418445 (+27)

0.33% more ownership

Funds ownership: 38.05%38.38% (+0.33%)

Holders
445
Holders Change
+27
Holders Change %
+6.46%
% of All Funds
9.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.39%
New
87
Increased
155
Reduced
135
Closed
57
Calls
$330M
Puts
$63M
Net Calls
+$267M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$36.2M +$34M +2,619,580 New
SGDR
27
SPX Gestao de Recursos
Brazil
$36.1M +$26.7M +2,051,800 +368%
CS
28
Credit Suisse
Switzerland
$35.5M +$5.53M +425,370 +20%
Macquarie Group
29
Macquarie Group
Australia
$30.8M +$28.9M +2,225,680 New
MPMG
30
Minneapolis Portfolio Management Group
Minnesota
$30.3M -$2.36M -181,755 -8%
Wells Fargo
31
Wells Fargo
California
$30.1M -$6.25M -481,170 -18%
BHC
32
Bowen Hanes & Co
Florida
$29.4M -$1.62M -125,000 -6%
Invesco
33
Invesco
Georgia
$29.2M +$6.82M +525,055 +33%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$28.6M +$1.11M +85,720 +4%
SEI Investments
35
SEI Investments
Pennsylvania
$27.9M +$138K +10,595 +0.5%
Citadel Advisors
36
Citadel Advisors
Florida
$26.4M -$928K -71,415 -4%
MDSL
37
M.D. Sass LLC
New York
$23.7M +$5.64M +434,400 +34%
Ameriprise
38
Ameriprise
Minnesota
$23.4M -$2.05M -157,905 -9%
MIP
39
Mondrian Investment Partners
United Kingdom
$22.3M +$21M +1,618,165 New
Renaissance Technologies
40
Renaissance Technologies
New York
$22.2M -$8.36M -643,000 -29%
FWCM
41
Ferguson Wellman Capital Management
Oregon
$21.9M +$623K +47,965 +3%
PF
42
Phoenix Financial
Israel
$21.8M -$267K -20,515 -1%
OAMG
43
Odey Asset Management Group
United Kingdom
$21.4M -$1.39M -106,900 -6%
AP
44
Atwood & Palmer
Missouri
$18.1M -$78.4K -6,035 -0.5%
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$17.6M +$15.5M +1,190,235 +1,410%
HAM
46
Harber Asset Management
North Carolina
$17.2M -$3.57M -274,445 -18%
Citigroup
47
Citigroup
New York
$15.3M -$33M -2,543,070 -70%
UBS Group
48
UBS Group
Switzerland
$14.7M -$1.46M -112,470 -10%
CCMIC
49
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14.5M +$6.51M +500,925 +92%
TAM
50
Tocqueville Asset Management
New York
$14.3M +$13.1M +1,011,810 +4,588%

SONY Hedge Fund Activity: Q2 2020 in Review

445 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2020, worth a combined $6.69B — up 18% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SONY positions and 57 closed out — a net gain of 30 holders — while 155 added to existing stakes and 135 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $313M. The largest seller was BlackRock, cutting an estimated $187M.

  • 445 institutional investors held Sony (SONY) as of Q2 2020, up from 418 in Q1 2020.
  • Funds reported $6.69B of Sony stock for Q2 2020, up 18% quarter-over-quarter.
  • 87 funds opened new Sony positions in Q2 2020 and 57 closed out, a net change of +30 holders.
  • The largest Sony buyer in Q2 2020 was Fiduciary Management Inc, an estimated $313M added.
  • The largest Sony seller in Q2 2020 was BlackRock, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2020.