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607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
476
MUFG Americas
New York
$85K +$15.9K +730 +21%
GWM
477
Geneos Wealth Management
Colorado
$79K +$11K +505 +15%
SWM
478
Spire Wealth Management
Virginia
$78K -$130K -6,000 -61%
AF
479
Allworth Financial
California
$76K
GWS
480
Glassman Wealth Services
Virginia
$76K +$7.39K +340 +10%
LWP
481
Lumature Wealth Partners
Georgia
$75K -$24K -1,105 -23%
Deutsche Bank
482
Deutsche Bank
Germany
$75K -$6.52K -300 -8%
Koshinski Asset Management
483
Koshinski Asset Management
Illinois
$74.4K -$6.96K -320 -8%
JWA
484
JFS Wealth Advisors
Pennsylvania
$74K -$16.3K -750 -17%
Macquarie Group
485
Macquarie Group
Australia
$66.2K +$195K +8,970 +0.3%
SJIA
486
St. James Investment Advisors
New York
$64K
AWM
487
Accel Wealth Management
Iowa
$62K -$8.15K -375 -11%
RE
488
RBC Europe
United Kingdom
$62K
PH
489
Pinnacle Holdings
Oklahoma
$60.8K +$64.3K +2,960 New
AAP
490
Arax Advisory Partners
Colorado
$55K -$19.9K -915 -25%
CWP
491
Concord Wealth Partners
Virginia
$53K -$1.52K -70 -3%
First Manhattan
492
First Manhattan
New York
$52K
KFS
493
Kelly Financial Services
Massachusetts
$51.4K
VC
494
Vestor Capital
Illinois
$51K
OAJ
495
Ogorek Anthony Joseph
New York
$49K
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$47K +$4.35K +200 +9%
JIR
497
James Investment Research
Ohio
$47K +$5.22K +240 +12%
NL
498
NVWM LLC
Pennsylvania
$46K +$47.8K +2,200 +8,800%
DHGWA
499
Dixon Hughes Goodman Wealth Advisors
North Carolina
$41K
SSB
500
Sandy Spring Bank
Maryland
$40K

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.