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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
476
Pinnacle Bancorp
Nebraska
$20K +$19.7K +935 New
AWM
477
Avior Wealth Management
Nebraska
$19K -$1.06K -50 -5%
FRA
478
Front Row Advisors
California
$19K
MCM
479
Manchester Capital Management
Vermont
$19K
EP
480
Eudaimonia Partners
Tennessee
$19K +$19K +900 New
ST
481
Smithfield Trust
Pennsylvania
$18K
SIAP
482
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$18K +850 New
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$17K
KC
484
Knuff & Co
California
$16K -$15.8K -750 -50%
ATC
485
Adirondack Trust Company
New York
$16K
IAS
486
IMA Advisory Services
Colorado
$16K
NSIM
487
North Star Investment Management
Illinois
$16K
PMFA
488
Plante Moran Financial Advisors
Michigan
$16K
RIA
489
RPG Investment Advisory
California
$16K
GAM
490
Gemmer Asset Management
California
$15K -$5.28K -250 -26%
TWA
491
TCI Wealth Advisors
Arizona
$15K
PWMG
492
Prestige Wealth Management Group
New Jersey
$14K
IFAM
493
Institutional & Family Asset Management
Colorado
$13K -$106 -5 -0.8%
HFM
494
Harvest Fund Management
China
$13K
FMP
495
Financial Management Professionals
Texas
$13K +$1.79K +85 +16%
ME
496
McIlrath & Eck
Washington
$12K +$634 +30 +6%
KFP
497
KB Financial Partners
New Jersey
$12K +$12K +570 New
CWP
498
Concord Wealth Partners
Virginia
$12K +$12.4K +585 New
APWA
499
Atlas Private Wealth Advisors
New Jersey
$11K -$5.28K -250 -32%
BWP
500
Baldwin Wealth Partners
Massachusetts
$11K

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.