We are live on ! Find out more

650 hedge funds and large institutions have $8.04B invested in Sony in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

52% more call options, than puts

Call options by funds: $217M | Put options by funds: $143M

9% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 69

4% more capital invested

Capital invested by funds: $7.75B → $8.04B (+$282M)

0.25% more ownership

Funds ownership: 35.85%36.1% (+0.25%)

0% less funds holding

Funds holding: 651650 (-1)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
650
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.39%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
75
Increased
211
Reduced
233
Closed
69
Calls
$217M
Puts
$143M
Net Calls
+$74.5M
Net Calls Change
+$670K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$28M +$24.6K +1,485 +0.1%
MPMG
27
Minneapolis Portfolio Management Group
Minnesota
$27.9M +$76.1K +4,605 +0.3%
CCMIC
28
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$26.7M +$1.35M +81,425 +5%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$26.6M +$59K +3,570 +0.2%
Creative Planning
30
Creative Planning
Kansas
$24.2M +$612K +37,005 +3%
RJA
31
Raymond James & Associates
Florida
$23.4M -$1.99M -120,225 -8%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$23.4M -$2.45M -148,450 -10%
FGI
33
Foresight Global Investors
New York
$23M +$2.47M +149,405 +12%
UBS Group
34
UBS Group
Switzerland
$22.1M +$11.4M +687,980 +113%
American Century Companies
35
American Century Companies
Missouri
$21.7M +$1.54M +92,985 +8%
JP Morgan Chase
36
JP Morgan Chase
New York
$21.1M -$1.65M -99,970 -7%
Invesco
37
Invesco
Georgia
$20.3M -$1.16M -70,080 -6%
Stifel Financial
38
Stifel Financial
Missouri
$18.9M +$248K +15,025 +1%
MNA
39
Manning & Napier Advisors
New York
$18.6M +$18.1M +1,092,800 New
Macquarie Group
40
Macquarie Group
Australia
$18.4M -$20.7M -1,254,835 -54%
LIP
41
Lighthouse Investment Partners
Florida
$18.2M +$6.18M +373,480 +54%
MIM
42
Martin Investment Management
Florida
$17.7M -$392K -23,680 -2%
NC
43
Nixon Capital
Texas
$17.4M +$432K +26,110 +3%
PNAA
44
Pictet North America Advisors
Switzerland
$17.4M -$1.14M -69,210 -6%
Ameriprise
45
Ameriprise
Minnesota
$17.1M -$1.81M -109,305 -10%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$16.8M -$4.43M -268,140 -21%
TIM
47
Thornburg Investment Management
New Mexico
$16.3M +$1.82M +109,895 +13%
TAM
48
Todd Asset Management
Kentucky
$16M -$3.72M -224,730 -19%
CWM
49
Cabot Wealth Management
Massachusetts
$13.9M +$84.1K +5,085 +0.6%
Handelsbanken Fonder
50
Handelsbanken Fonder
Sweden
$13.5M +$3.65M +221,000 +38%