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Sony
SONY

607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12% → 39.99% (+0.87%)

4% less funds holding

Funds holding: 633 → 607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 25 → 16 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M

Top Buyers

Rank Fund Capital Flow
1
Alkeon Capital Management
Alkeon Capital Management
New York
+$614M
2
TP
Theleme Partners
United Kingdom
+$73.1M
3
AII
AGF Investments Inc
Ontario, Canada
+$47.3M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$40.2M
5
AWA
Aaron Wealth Advisors
Illinois
+$26.3M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$120M
2
FMI
Fiduciary Management Inc
Wisconsin
-$85.9M
3
MNG
Manning & Napier Group
New York
-$73.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$62.9M
5
Holocene Advisors
Holocene Advisors
New York
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
26
Mondrian Investment Partners
United Kingdom
$68.9M +$10.4M +479,405 +17%
SEI Investments
27
SEI Investments
Pennsylvania
$55.9M +$2.85M +131,265 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$55.5M +$1.82M +83,620 +3%
Wells Fargo
29
Wells Fargo
California
$54.9M +$576K +26,520 +1%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$51.4M -$1.07M -49,440 -2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$51.2M +$740K +34,040 +1%
CI
32
Cambiar Investors
Colorado
$45.4M -$23.1M -1,063,685 -32%
Holocene Advisors
33
Holocene Advisors
New York
$43.4M -$52.3M -2,407,155 -53%
MPMG
34
Minneapolis Portfolio Management Group
Minnesota
$41.5M -$384K -17,645 -0.9%
BHC
35
Bowen Hanes & Co
Florida
$40.3M – – –
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$38M +$40.2M +1,850,000 New
TGA
37
TPG GP A
Texas
$37M -$32.8M -1,511,010 -46%
TAM
38
Todd Asset Management
Kentucky
$35.5M +$1.74M +80,095 +5%
FFA
39
First Foundation Advisors
California
$32.3M +$992K +45,635 +3%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$29.4M +$1.26M +57,755 +4%
CCMIC
41
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$28.6M +$1.44M +66,460 +5%
Lazard Asset Management
42
Lazard Asset Management
New York
$28.3M -$5.44M -250,440 -15%
Creative Planning
43
Creative Planning
Kansas
$26.7M +$20.7M +950,725 +274%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$25.5M +$618K +28,425 +2%
CS
45
Credit Suisse
Switzerland
$25M +$2.1M +96,845 +9%
AP
46
Atwood & Palmer
Missouri
$24.8M +$704K +32,400 +3%
Fisher Asset Management
47
Fisher Asset Management
Washington
$24.2M -$30.1K -1,385 -0.1%
MIM
48
Martin Investment Management
Florida
$22.9M +$234K +10,750 +1%
DZ Bank
49
DZ Bank
Germany
$22.2M +$3.2M +147,355 +16%
TAM
50
Tocqueville Asset Management
New York
$21.1M -$527K -24,245 -2%
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SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.