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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Avala Global
New York
$40.6M -$34M -1,794,555 -46%
Ameriprise
27
Ameriprise
Minnesota
$39.9M +$522K +27,400 +1%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$39.9M +$11.2M +592,530 +39%
PAMP
29
Polar Asset Management Partners
Ontario, Canada
$34.9M +$1.27M +67,000 +4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$33.8M -$2.08M -110,045 -6%
Invesco
31
Invesco
Georgia
$32.6M -$163K -8,630 -0.5%
MPMG
32
Minneapolis Portfolio Management Group
Minnesota
$32.6M -$1.03M -54,395 -3%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$30.1M +$1.78M +93,870 +6%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$29.9M +$13.1M +689,815 +78%
RJA
35
Raymond James & Associates
Florida
$29.4M +$975K +51,505 +3%
BHC
36
Bowen Hanes & Co
Florida
$28.6M -$10.8M -567,775 -27%
Citigroup
37
Citigroup
New York
$28.3M -$516K -27,270 -2%
CCMIC
38
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$28.1M -$243K -12,810 -0.9%
Creative Planning
39
Creative Planning
Kansas
$26.3M +$1.74M +91,640 +7%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$25.6M +$1.18M +62,435 +5%
Millennium Management
41
Millennium Management
New York
$25.5M +$294K +15,520 +1%
AP
42
Atwood & Palmer
Missouri
$24.3M -$10.6K -560 -0%
Stifel Financial
43
Stifel Financial
Missouri
$22.6M +$2.05M +108,400 +10%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$20.7M +$7.74M +408,595 +60%
DZ Bank
45
DZ Bank
Germany
$20.6M +$1.42M +75,000 +7%
TAM
46
Todd Asset Management
Kentucky
$20.4M -$386K -20,395 -2%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$19.8M +$4.68M +247,020 +31%
American Century Companies
48
American Century Companies
Missouri
$19.7M +$1.38M +72,775 +8%
MNG
49
Manning & Napier Group
New York
$19.6M -$145K -7,650 -0.7%
MIM
50
Martin Investment Management
Florida
$19.1M -$312K -16,500 -2%
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