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527 hedge funds and large institutions have $9.67B invested in Sony in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $691M | Put options by funds: $163M

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

31% more capital invested

Capital invested by funds: $7.35B → $9.67B (+$2.31B)

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 157

15% more funds holding

Funds holding: 459527 (+68)

0.14% less ownership

Funds ownership: 38.05%37.91% (-0.14%)

Holders
527
Holders Change
+68
Holders Change %
+14.81%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
116
Increased
183
Reduced
157
Closed
41
Calls
$691M
Puts
$163M
Net Calls
+$528M
Net Calls Change
+$251M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
26
Capital Research Global Investors
California
$60.5M -$585K -33,650 -1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$58.3M -$1.17M -67,535 -2%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$55.7M +$871K +50,080 +2%
Macquarie Group
29
Macquarie Group
Australia
$53.5M +$9.39M +539,675 +26%
Wells Fargo
30
Wells Fargo
California
$45.4M +$433K +24,915 +1%
Vontobel Holding
31
Vontobel Holding
Switzerland
$45.3M +$34.1M +1,958,840 New
MIP
32
Mondrian Investment Partners
United Kingdom
$44.8M -$546K -31,385 -1%
BHC
33
Bowen Hanes & Co
Florida
$43M
MPMG
34
Minneapolis Portfolio Management Group
Minnesota
$40.8M -$416K -23,940 -1%
SGDR
35
SPX Gestao de Recursos
Brazil
$38.4M -$10.6M -607,680 -24%
SEI Investments
36
SEI Investments
Pennsylvania
$38.4M +$259K +14,895 +0.8%
CCMG
37
Clark Capital Management Group
Pennsylvania
$38M -$756K -43,475 -2%
Citadel Advisors
38
Citadel Advisors
Florida
$36.2M +$29.7M +1,709,035 +2,082%
TAM
39
Todd Asset Management
Kentucky
$34.1M +$4.33M +248,880 +17%
CS
40
Credit Suisse
Switzerland
$33.5M -$2.42M -139,110 -8%
PF
41
Phoenix Financial
Israel
$32.1M -$1.22M -70,250 -4%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$30.3M -$6.25M -359,440 -19%
FWCM
43
Ferguson Wellman Capital Management
Oregon
$27M -$4.89M -281,420 -17%
MDSL
44
M.D. Sass LLC
New York
$26.3M -$6.19M -356,030 -21%
AP
45
Atwood & Palmer
Missouri
$26M -$316K -18,195 -1%
TAM
46
Tocqueville Asset Management
New York
$23.1M -$1.46M -84,000 -7%
CCMIC
47
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$23.1M +$1.01M +58,075 +5%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$22.1M +$2.32M +133,545 +14%
UBS Group
49
UBS Group
Switzerland
$21.7M -$2.73M -157,205 -13%
Citigroup
50
Citigroup
New York
$21.5M -$1.34M -77,160 -7%

SONY Hedge Fund Activity: Q4 2020 in Review

527 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2020, worth a combined $9.67B — up 31% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SONY positions and 41 closed out — a net gain of 75 holders — while 183 added to existing stakes and 157 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $86.3M. The largest seller was Primecap Management, cutting an estimated $188M.

  • 527 institutional investors held Sony (SONY) as of Q4 2020, up from 459 in Q3 2020.
  • Funds reported $9.67B of Sony stock for Q4 2020, up 31% quarter-over-quarter.
  • 116 funds opened new Sony positions in Q4 2020 and 41 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2020 was Holocene Advisors, an estimated $86.3M added.
  • The largest Sony seller in Q4 2020 was Primecap Management, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2020.