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Sony
SONY

531 hedge funds and large institutions have $6.08B invested in Sony in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $126M | Put options by funds: $74.6M

1.03% more ownership

Funds ownership: 37.02% → 38.05% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 194

9% less funds holding

Funds holding: 581 → 531 (-50)

20% less capital invested

Capital invested by funds: $7.62B → $6.08B (-$1.53B)

46% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 87

Holders
531
Holders Change
-50
Holders Change %
-8.61%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
47
Increased
181
Reduced
194
Closed
87
Calls
$126M
Puts
$74.6M
Net Calls
+$51.8M
Net Calls Change
+$51.3M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$361M
2
OMC
Old Mission Capital
Illinois
+$48.3M
3
ClearBridge Investments
ClearBridge Investments
New York
+$27.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$26.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$61.1M
2
DC
Davenport & Co
Virginia
-$31.5M
3
TGA
TPG GP A
Texas
-$28.9M
4
Aristotle Capital Management
Aristotle Capital Management
California
-$21.5M
5
FFA
First Foundation Advisors
California
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$38.6M +$48.3M +3,013,715 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$37.8M +$2.79M +173,915 +6%
SEI Investments
28
SEI Investments
Pennsylvania
$36.4M +$1.08M +67,555 +2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$32.6M +$232K +14,490 +0.6%
BHC
30
Bowen Hanes & Co
Florida
$27.4M +$801K +50,000 +2%
Renaissance Technologies
31
Renaissance Technologies
New York
$26.3M +$12.9M +803,895 +64%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$25.6M -$7.35M -458,745 -19%
MPMG
33
Minneapolis Portfolio Management Group
Minnesota
$25M -$620K -38,665 -2%
Invesco
34
Invesco
Georgia
$23M -$12.5M -780,960 -30%
CI
35
Cambiar Investors
Colorado
$22.3M -$1.79M -111,645 -6%
Wells Fargo
36
Wells Fargo
California
$21.2M -$10.2M -634,265 -28%
Citadel Advisors
37
Citadel Advisors
Florida
$19.3M +$7.94M +495,410 +49%
CCMIC
38
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$19M +$404K +25,200 +2%
Creative Planning
39
Creative Planning
Kansas
$17.9M +$1.57M +98,025 +8%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$17.8M -$628K -39,165 -3%
AP
41
Atwood & Palmer
Missouri
$15.8M +$200K +12,475 +1%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$15.4M +$16.4M +1,023,435 +581%
MIM
43
Martin Investment Management
Florida
$14.4M -$5.38M -335,550 -23%
DZ Bank
44
DZ Bank
Germany
$13.8M – – –
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$13.6M -$116K -7,215 -0.7%
JP Morgan Chase
46
JP Morgan Chase
New York
$13.3M +$2.48M +154,745 +17%
AIMCA
47
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.8M – – –
NC
48
Nixon Capital
Texas
$12.6M +$2.13M +133,100 +16%
PAMP
49
Polar Asset Management Partners
Ontario, Canada
$12.1M – – –
Stifel Financial
50
Stifel Financial
Missouri
$12M +$12.8K +800 +0.1%
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SONY Hedge Fund Activity: Q3 2022 in Review

531 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2022, worth a combined $6.08B — down 20% from $7.62B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of SONY and 47 opened new positions — a net loss of 40 holders — while 194 trimmed existing stakes and 181 added.

The largest buyer was Fisher Asset Management, adding an estimated $361M. The largest seller was Phoenix Financial, cutting an estimated $61.1M.

  • 531 institutional investors held Sony (SONY) as of Q3 2022, down from 581 in Q2 2022.
  • Funds reported $6.08B of Sony stock for Q3 2022, down 20% quarter-over-quarter.
  • 47 funds opened new Sony positions in Q3 2022 and 87 closed out, a net change of -40 holders.
  • The largest Sony buyer in Q3 2022 was Fisher Asset Management, an estimated $361M added.
  • The largest Sony seller in Q3 2022 was Phoenix Financial, an estimated $61.1M sold.

Based on aggregated 13F filings for Q3 2022.