We are live on ! Find out more
SONY icon

Sony
SONY

548 hedge funds and large institutions have $9.36B invested in Sony in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 227 increasing their positions, 156 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $156M | Put options by funds: $93.8M

46% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 156

15% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 61

0.58% more ownership

Funds ownership: 37.58% → 38.16% (+0.58%)

0% more funds holding

Funds holding: 546 → 548 (+2)

7% less capital invested

Capital invested by funds: $10B → $9.36B (-$668M)

29% less funds holding in top 10

Funds holding in top 10: 17 → 12 (-5)

Holders
548
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
9.54%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.21%
New
70
Increased
227
Reduced
156
Closed
61
Calls
$156M
Puts
$93.8M
Net Calls
+$62.3M
Net Calls Change
+$21.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$287M
2
DC
Davenport & Co
Virginia
+$50.7M
3
MMH
Menora Mivtachim Holdings
Israel
+$47.7M
4
Bank of America
Bank of America
North Carolina
+$46.8M
5
PF
Phoenix Financial
Israel
+$45.3M

Top Sellers

1
AII
AGF Investments Inc
Ontario, Canada
-$80.2M
2
Primecap Management
Primecap Management
California
-$58.4M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$47.8M
4
Vontobel Holding
Vontobel Holding
Switzerland
-$45.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$50.8M +$167K +8,260 +0.3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$49.9M -$3.26M -160,960 -6%
Wells Fargo
28
Wells Fargo
California
$48M +$7.06M +348,325 +16%
SEI Investments
29
SEI Investments
Pennsylvania
$45.8M +$2.21M +108,935 +5%
Renaissance Technologies
30
Renaissance Technologies
New York
$44.8M -$3.69M -182,000 -7%
MIP
31
Mondrian Investment Partners
United Kingdom
$42.7M – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$41.2M -$14.5M -714,670 -25%
MPMG
33
Minneapolis Portfolio Management Group
Minnesota
$40.3M +$1.1M +54,410 +3%
BHC
34
Bowen Hanes & Co
Florida
$39.6M +$14.1K +695 +0%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$36.2M +$4.38M +216,100 +13%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$36.1M +$4.81M +237,250 +15%
Citadel Advisors
37
Citadel Advisors
Florida
$35.1M +$3.46M +170,885 +10%
TAM
38
Todd Asset Management
Kentucky
$31.6M +$390K +19,235 +1%
Lazard Asset Management
39
Lazard Asset Management
New York
$30.3M +$6.18M +304,825 +24%
MDSL
40
M.D. Sass LLC
New York
$30.3M +$2.31M +114,215 +8%
Millennium Management
41
Millennium Management
New York
$29.6M +$2.45M +120,905 +9%
Citigroup
42
Citigroup
New York
$28.4M -$660K -32,580 -2%
CCMG
43
Clark Capital Management Group
Pennsylvania
$27.3M +$1.23M +60,595 +5%
CS
44
Credit Suisse
Switzerland
$25.9M +$1.57M +77,300 +6%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$24.7M +$1.34M +66,010 +5%
CCMIC
46
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$24.3M +$1.16M +57,065 +5%
AP
47
Atwood & Palmer
Missouri
$23M -$1.95M -96,150 -8%
FFA
48
First Foundation Advisors
California
$22.5M +$6.7M +330,800 +40%
UBS Group
49
UBS Group
Switzerland
$22.1M +$1.63M +80,415 +8%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$22M +$1.78M +87,725 +9%
1
2
3 4 5

SONY Hedge Fund Activity: Q2 2021 in Review

548 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2021, worth a combined $9.36B — down 6.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SONY positions and 61 closed out — a net gain of 9 holders — while 227 added to existing stakes and 156 trimmed.

The largest buyer was Boston Partners, adding an estimated $287M. The largest seller was AGF Investments Inc, cutting an estimated $80.2M.

  • 548 institutional investors held Sony (SONY) as of Q2 2021, up from 546 in Q1 2021.
  • Funds reported $9.36B of Sony stock for Q2 2021, down 6.7% quarter-over-quarter.
  • 70 funds opened new Sony positions in Q2 2021 and 61 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q2 2021 was Boston Partners, an estimated $287M added.
  • The largest Sony seller in Q2 2021 was AGF Investments Inc, an estimated $80.2M sold.

Based on aggregated 13F filings for Q2 2021.