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606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
476
Steward Partners Investment Advisory
New York
$77K -$780 -45 -1%
ZB
477
Zions Bancorporation
Utah
$72.8K -$18.8K -1,085 -21%
AAS
478
Ameritas Advisory Services
Nebraska
$67.7K +$64.3K +3,710 New
AF
479
Advisornet Financial
Minnesota
$66.2K
HCM
480
Hollencrest Capital Management
California
$64.5K +$12K +690 +24%
GWS
481
Glassman Wealth Services
Virginia
$62.9K +$4.25K +245 +8%
PVH
482
Psagot Value Holdings
Israel
$62K +$60.7K +3,500 New
GWM
483
Geneos Wealth Management
Colorado
$61.8K +$38.3K +2,210 +184%
AAP
484
Arax Advisory Partners
Colorado
$60.5K +$16.5K +950 +40%
HCP
485
Hexagon Capital Partners
Arkansas
$59.7K +$1.04K +60 +2%
IA
486
IFP Advisors
Florida
$58.3K -$135K -7,795 -56%
RI
487
Ridgewood Investments
New Jersey
$56.1K +$53.6K +3,095 New
AWM
488
Accel Wealth Management
Iowa
$54.4K
BCV
489
Banque Cantonale Vaudoise
Switzerland
$54K -$36.4K -2,100 -41%
IAIM
490
International Assets Investment Management
Florida
$52.8K +$50.4K +2,910 New
PTC
491
Private Trust Company
Ohio
$51.9K +$12.3K +710 +33%
KFS
492
Kelly Financial Services
Massachusetts
$45.3K -$1.04K -60 -2%
VC
493
Vestor Capital
Illinois
$45K +$43.3K +2,500 New
OAJ
494
Ogorek Anthony Joseph
New York
$43K
HNB
495
Huntington National Bank
Ohio
$42.3K -$25.6K -1,475 -39%
AAG
496
Armstrong Advisory Group
Massachusetts
$41.8K
JWA
497
JFS Wealth Advisors
Pennsylvania
$39.5K +$1.21K +70 +3%
HI
498
Harbour Investments
Wisconsin
$39.4K -$2.51K -145 -6%
CT
499
Colonial Trust
South Carolina
$39.1K +$2.69K +155 +8%
LSA
500
Leonteq Securities AG
Switzerland
$37.5K -$96.8K -5,585 -73%

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.