Sony
SONY
651 hedge funds and large institutions have $7.75B invested in Sony in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 216 increasing their positions, 226 reducing their positions, and 78 closing their positions.
45% more call options, than puts
Call options by funds: $239M | Put options by funds: $166M
5% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 78
1% less funds holding
Funds holding: 655 → 651 (-4)
4% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 226
4.26% less ownership
Funds ownership: 40.11% → 35.85% (-4.3%)
19% less capital invested
Capital invested by funds: $9.58B → $7.75B (-$1.83B)
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$71.2M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$42.1M |
| 3 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
+$20M |
| 4 |
Walleye Capital
New York
|
+$13.8M |
| 5 |
Goldman Sachs
New York
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$392M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$184M |
| 3 |
AM
AGF Management
Toronto,
Ontario, Canada
|
-$121M |
| 4 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$101M |
| 5 |
AM
Atreides Management
Boston,
Massachusetts
|
-$70.2M |
SONY Hedge Fund Activity: Q1 2024 in Review
651 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2024, worth a combined $7.75B — down 19% from $9.58B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new SONY positions and 78 closed out — a net gain of 4 holders — while 216 added to existing stakes and 226 trimmed.
The largest buyer was Mondrian Investment Partners, adding an estimated $71.2M. The largest seller was Morgan Stanley, cutting an estimated $392M.
- 651 institutional investors held Sony (SONY) as of Q1 2024, down from 655 in Q4 2023.
- Funds reported $7.75B of Sony stock for Q1 2024, down 19% quarter-over-quarter.
- 82 funds opened new Sony positions in Q1 2024 and 78 closed out, a net change of +4 holders.
- The largest Sony buyer in Q1 2024 was Mondrian Investment Partners, an estimated $71.2M added.
- The largest Sony seller in Q1 2024 was Morgan Stanley, an estimated $392M sold.
Based on aggregated 13F filings for Q1 2024.