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633 hedge funds and large institutions have $12.5B invested in Sony in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 222 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 37

32% more call options, than puts

Call options by funds: $233M | Put options by funds: $176M

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

17% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 189

16% more capital invested

Capital invested by funds: $10.8B → $12.5B (+$1.67B)

11% more funds holding

Funds holding: 568633 (+65)

0.41% more ownership

Funds ownership: 38.72%39.12% (+0.41%)

Holders
633
Holders Change
+65
Holders Change %
+11.44%
% of All Funds
9.74%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.38%
New
112
Increased
222
Reduced
189
Closed
37
Calls
$233M
Puts
$176M
Net Calls
+$57.1M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TGA
26
TPG GP A
Texas
$83.8M +$78.9M +3,313,500 New
CI
27
Cambiar Investors
Colorado
$82.8M -$7.94M -333,430 -9%
Macquarie Group
28
Macquarie Group
Australia
$81.2M +$1.15M +48,120 +2%
MIP
29
Mondrian Investment Partners
United Kingdom
$72.2M +$4.05M +170,195 +6%
Wells Fargo
30
Wells Fargo
California
$66.9M +$6.21M +260,610 +11%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$66.2M +$10.4M +438,000 +20%
SEI Investments
32
SEI Investments
Pennsylvania
$65.5M +$4.33M +181,890 +8%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$64.5M +$260K +10,925 +0.4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$62.2M -$1.82M -76,560 -3%
MPMG
35
Minneapolis Portfolio Management Group
Minnesota
$51.5M -$841K -35,300 -2%
BHC
36
Bowen Hanes & Co
Florida
$49.6M -$1.79M -75,000 -4%
Jane Street
37
Jane Street
New York
$48.4M +$38.9M +1,632,205 +578%
TAM
38
Todd Asset Management
Kentucky
$41.8M +$101K +4,255 +0.3%
Lazard Asset Management
39
Lazard Asset Management
New York
$41.2M -$4.65M -195,455 -11%
FFA
40
First Foundation Advisors
California
$38.6M -$327K -13,750 -0.9%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$35.6M -$14.3M -600,985 -30%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$34.8M +$2.59M +108,665 +9%
CCMIC
43
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$33.5M +$31.6M +1,326,730 New
Fisher Asset Management
44
Fisher Asset Management
Washington
$29.9M -$171K -7,175 -0.6%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$29.8M +$2.07M +87,005 +8%
AP
46
Atwood & Palmer
Missouri
$29.7M -$250K -10,505 -0.9%
CS
47
Credit Suisse
Switzerland
$28.4M -$3.81M -159,810 -12%
MIM
48
Martin Investment Management
Florida
$27.9M -$389K -16,325 -1%
TAM
49
Tocqueville Asset Management
New York
$26.6M -$548K -23,015 -2%
RJA
50
Raymond James & Associates
Florida
$26M +$4.32M +181,225 +21%

SONY Hedge Fund Activity: Q4 2021 in Review

633 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2021, worth a combined $12.5B — up 16% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SONY positions and 37 closed out — a net gain of 75 holders — while 222 added to existing stakes and 189 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $108M. The largest seller was Primecap Management, cutting an estimated $194M.

  • 633 institutional investors held Sony (SONY) as of Q4 2021, up from 568 in Q3 2021.
  • Funds reported $12.5B of Sony stock for Q4 2021, up 16% quarter-over-quarter.
  • 112 funds opened new Sony positions in Q4 2021 and 37 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2021 was Holocene Advisors, an estimated $108M added.
  • The largest Sony seller in Q4 2021 was Primecap Management, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2021.