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606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
26
Twin Tree Management
Texas
$49.4M +$34M +1,959,490 +256%
SC
27
Sculptor Capital
New York
$47.4M +$45.3M +2,612,000 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$46.5M +$253K +14,585 +0.6%
CCMG
29
Clark Capital Management Group
Pennsylvania
$46.3M +$44.2M +2,552,155 New
Invesco
30
Invesco
Georgia
$46M +$5.39M +310,820 +14%
Wells Fargo
31
Wells Fargo
California
$43.6M +$5.72M +330,110 +16%
ACM
32
Alua Capital Management
New York
$42.4M -$9.68M -558,500 -19%
BHC
33
Bowen Hanes & Co
Florida
$38.3M -$1.3M -75,000 -3%
MPMG
34
Minneapolis Portfolio Management Group
Minnesota
$34.3M -$289K -16,655 -0.9%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$33M +$1.57M +90,590 +7%
RJA
36
Raymond James & Associates
Florida
$29.4M +$9.31M +537,390 +50%
PAMP
37
Polar Asset Management Partners
Ontario, Canada
$27.5M +$4.85M +280,000 +23%
CCMIC
38
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$27.3M -$355K -20,470 -1%
CI
39
Cambiar Investors
Colorado
$25.4M -$3.65M -210,730 -13%
Creative Planning
40
Creative Planning
Kansas
$24.6M +$408K +23,525 +2%
MIM
41
Martin Investment Management
Florida
$23.1M +$256K +14,775 +1%
AP
42
Atwood & Palmer
Missouri
$22.8M -$22.4K -1,295 -0.1%
AAIS
43
ABN AMRO Investment Solutions
$22.5M +$21.5M +1,240,000 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$21.1M +$2.03M +117,325 +11%
JP Morgan Chase
45
JP Morgan Chase
New York
$20M +$2.55M +147,045 +15%
MNG
46
Manning & Napier Group
New York
$19.4M -$1.31M -75,495 -7%
Citigroup
47
Citigroup
New York
$19.3M +$4.43M +255,810 +32%
Stifel Financial
48
Stifel Financial
Missouri
$19.2M +$2.37M +136,835 +15%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$18.9M +$212K +12,250 +1%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$18.9M +$17.6M +1,014,500 +3,950%

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.