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527 hedge funds and large institutions have $9.67B invested in Sony in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $691M | Put options by funds: $163M

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

31% more capital invested

Capital invested by funds: $7.35B → $9.67B (+$2.31B)

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 157

15% more funds holding

Funds holding: 459527 (+68)

0.14% less ownership

Funds ownership: 38.05%37.91% (-0.14%)

Holders
527
Holders Change
+68
Holders Change %
+14.81%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
116
Increased
183
Reduced
157
Closed
41
Calls
$691M
Puts
$163M
Net Calls
+$528M
Net Calls Change
+$251M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
476
IFP Advisors
Florida
$12K -$5.39K -310 -34%
IFAM
477
Institutional & Family Asset Management
Colorado
$12K +$1.65K +95 +19%
FMP
478
Financial Management Professionals
Texas
$11K +$522 +30 +6%
ME
479
McIlrath & Eck
Washington
$11K +$522 +30 +6%
IA
480
IFS Advisors
Kansas
$11K +$10.3K +590 New
Federated Hermes
481
Federated Hermes
Pennsylvania
$10K -$957 -55 -10%
BWP
482
Baldwin Wealth Partners
Massachusetts
$10K
CFG
483
CKW Financial Group
Hawaii
$10K
EWM
484
Endurance Wealth Management
Rhode Island
$10K
NC
485
NewSquare Capital
Pennsylvania
$9K
MAM
486
Meeder Asset Management
Ohio
$9K +$1.3K +75 +20%
WWM
487
Wolff Wiese Magana
California
$9K +$7.83K +450 New
HIM
488
Hillsdale Investment Management
Ontario, Canada
$8K -$2.61K -150 -27%
EIP
489
Ellis Investment Partners
Pennsylvania
$8K
FCM
490
Firestone Capital Management
Florida
$8K
ABC
491
Associated Banc-Corp
Wisconsin
$7K
CHA
492
Carmichael Hill & Associates
Maryland
$7K
HFA
493
Hoover Financial Advisors
Pennsylvania
$7K +$5.65K +325 New
VCG
494
Vantage Consulting Group
Virginia
$7K +$5.83K +335 New
BAM
495
Bellevue Asset Management
Washington
$6K +$696 +40 +14%
GEA
496
Glen Eagle Advisors
New Jersey
$5.26K +$2.35K +135 +108%
CFD
497
Creative Financial Designs
Indiana
$5K
RBC
498
Roble Belko & Company
Pennsylvania
$5K
TAIM
499
TD Ameritrade Investment Management
Nebraska
$5K
CCA
500
Childress Capital Advisors
Texas
$5K +$4K +230 New

SONY Hedge Fund Activity: Q4 2020 in Review

527 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2020, worth a combined $9.67B — up 31% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SONY positions and 41 closed out — a net gain of 75 holders — while 183 added to existing stakes and 157 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $86.3M. The largest seller was Primecap Management, cutting an estimated $188M.

  • 527 institutional investors held Sony (SONY) as of Q4 2020, up from 459 in Q3 2020.
  • Funds reported $9.67B of Sony stock for Q4 2020, up 31% quarter-over-quarter.
  • 116 funds opened new Sony positions in Q4 2020 and 41 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2020 was Holocene Advisors, an estimated $86.3M added.
  • The largest Sony seller in Q4 2020 was Primecap Management, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2020.