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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$55.2M -$942K -44,605 -2%
Capital Research Global Investors
27
Capital Research Global Investors
California
$55.1M -$8.25M -390,835 -13%
Renaissance Technologies
28
Renaissance Technologies
New York
$52.7M +$36.6M +1,735,000 +232%
Vontobel Holding
29
Vontobel Holding
Switzerland
$51.3M +$9.73M +460,805 +24%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$51M +$46.7M +2,210,595 +1,122%
SEI Investments
31
SEI Investments
Pennsylvania
$47.5M +$7.28M +344,500 +18%
Wells Fargo
32
Wells Fargo
California
$45M -$2.56M -121,110 -5%
MIP
33
Mondrian Investment Partners
United Kingdom
$44M -$317K -15,000 -0.7%
BHC
34
Bowen Hanes & Co
Florida
$43.1M -$1.9M -90,000 -4%
MPMG
35
Minneapolis Portfolio Management Group
Minnesota
$42.8M +$30.7K +1,455 +0.1%
Citadel Advisors
36
Citadel Advisors
Florida
$34.6M -$3.34M -158,060 -9%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$34.3M +$2.47M +116,730 +8%
PF
38
Phoenix Financial
Israel
$34.2M +$491K +23,230 +1%
TAM
39
Todd Asset Management
Kentucky
$34.1M -$1.72M -81,260 -5%
MWNA
40
Marshall Wace North America
New York
$34M +$30.6M +1,451,045 +943%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$33.7M +$24.2M +1,143,580 +248%
Citigroup
42
Citigroup
New York
$31.7M +$9.06M +429,160 +40%
MDSL
43
M.D. Sass LLC
New York
$30.7M +$3.07M +145,375 +11%
Millennium Management
44
Millennium Management
New York
$29.7M +$7.23M +342,345 +32%
CCMG
45
Clark Capital Management Group
Pennsylvania
$28.5M -$11.4M -539,430 -29%
AP
46
Atwood & Palmer
Missouri
$27.1M -$120K -5,695 -0.4%
Lazard Asset Management
47
Lazard Asset Management
New York
$26.6M +$10.7M +506,015 +68%
CS
48
Credit Suisse
Switzerland
$25.9M -$9.19M -434,920 -26%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$25.5M +$2.33M +110,530 +10%
CCMIC
50
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$25.3M +$1.11M +52,465 +5%

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.