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Sony
SONY

615 hedge funds and large institutions have $7.89B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 224 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $186M | Put options by funds: $110M

11% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 201

1.35% less ownership

Funds ownership: 39.31% → 37.96% (-1.4%)

2% less funds holding

Funds holding: 629 → 615 (-14)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

12% less capital invested

Capital invested by funds: $8.93B → $7.89B (-$1.03B)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

Holders
615
Holders Change
-14
Holders Change %
-2.23%
% of All Funds
9.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
57
Increased
224
Reduced
201
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.7M
Net Calls Change
+$13.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$42.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$36.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.1M
4
Ameriprise
Ameriprise
Minnesota
+$20.4M
5
Bank of America
Bank of America
North Carolina
+$19.2M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$103M
2
AM
AGF Management
Ontario, Canada
-$82.1M
3
GCM
Gladstone Capital Management
United Kingdom
-$43.1M
4
TP
Theleme Partners
United Kingdom
-$32.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHC
26
Bowen Hanes & Co
Florida
$34.3M -$5.4M -309,625 -13%
Ameriprise
27
Ameriprise
Minnesota
$34.1M +$20.4M +1,167,290 +129%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$31.2M +$2.13M +122,135 +7%
PAMP
29
Polar Asset Management Partners
Ontario, Canada
$29.3M – – –
MPMG
30
Minneapolis Portfolio Management Group
Minnesota
$29.2M -$735K -42,140 -2%
Invesco
31
Invesco
Georgia
$28.6M -$6.74M -386,070 -18%
CCMG
32
Clark Capital Management Group
Pennsylvania
$26.6M +$828K +47,475 +3%
Citigroup
33
Citigroup
New York
$25.1M +$2.91M +166,535 +12%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$24.9M +$152K +8,695 +0.6%
RJA
35
Raymond James & Associates
Florida
$24.7M -$2.4M -137,745 -8%
CCMIC
36
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$24.7M +$10.5K +600 +0%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$24.7M +$1.63M +93,500 +7%
Millennium Management
38
Millennium Management
New York
$21.9M +$12.1M +690,720 +108%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.4M +$5.24M +300,000 +30%
Creative Planning
40
Creative Planning
Kansas
$21.4M -$1.48M -85,045 -6%
JP Morgan Chase
41
JP Morgan Chase
New York
$21.2M +$3.97M +227,700 +21%
AP
42
Atwood & Palmer
Missouri
$21.1M +$2.62K +150 +0%
ACM
43
Alua Capital Management
New York
$19.3M -$20.3M -1,165,000 -50%
TAM
44
Todd Asset Management
Kentucky
$18.1M -$89K -5,100 -0.5%
Stifel Financial
45
Stifel Financial
Missouri
$17.9M -$169K -9,680 -0.9%
CS
46
Credit Suisse
Switzerland
$17.3M +$14.4M +826,930 +370%
MNG
47
Manning & Napier Group
New York
$17.2M -$34.9K -2,000 -0.2%
MIM
48
Martin Investment Management
Florida
$16.9M -$907K -51,965 -5%
DZ Bank
49
DZ Bank
Germany
$16.7M +$208K +11,900 +1%
Ninety One (UK)
50
Ninety One (UK)
United Kingdom
$16.6M -$662K -37,950 -4%
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SONY Hedge Fund Activity: Q3 2023 in Review

615 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2023, worth a combined $7.89B — down 12% from $8.93B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SONY and 57 opened new positions — a net loss of 9 holders — while 201 trimmed existing stakes and 224 added.

The largest buyer was BlackRock, adding an estimated $42.7M. The largest seller was Point72 Asset Management, cutting an estimated $103M.

  • 615 institutional investors held Sony (SONY) as of Q3 2023, down from 629 in Q2 2023.
  • Funds reported $7.89B of Sony stock for Q3 2023, down 12% quarter-over-quarter.
  • 57 funds opened new Sony positions in Q3 2023 and 66 closed out, a net change of -9 holders.
  • The largest Sony buyer in Q3 2023 was BlackRock, an estimated $42.7M added.
  • The largest Sony seller in Q3 2023 was Point72 Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2023.