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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
476
Contravisory Investment Management
Massachusetts
$187K +$12K +635 +7%
AP
477
Arlington Partners
Alabama
$183K -$5.11K -270 -3%
GRP
478
Global Retirement Partners
California
$169K -$2.85K -145 -2%
CFGS
479
Concourse Financial Group Securities
Alabama
$162K -$38.8K -2,050 -19%
MHR
480
Matthew Hamilton Rosenberg
$159K +$4.07K +215 +3%
AF
481
Allworth Financial
California
$150K +$2.46K +130 +2%
BGAI
482
Bruce G. Allen Investments
Colorado
$147K +$147K +7,765 New
BTI
483
Blue Trust Inc
Georgia
$144K +$38.4K +2,335 +36%
EWA
484
EverSource Wealth Advisors
Alabama
$144K +$38.6K +2,040 +37%
SPIA
485
Steward Partners Investment Advisory
New York
$140K -$40.2K -2,120 -22%
PMFA
486
Plante Moran Financial Advisors
Michigan
$134K – – –
IRC
487
Investors Research Corp
Georgia
$129K – – –
GBT
488
Grove Bank & Trust
Florida
$127K -$284 -15 -0.2%
BCM
489
Barometer Capital Management
Ontario, Canada
$123K +$123K +6,500 New
Russell Investments Group
490
Russell Investments Group
United Kingdom
$123K +$63.7K +3,365 +108%
CG
491
Cutler Group
California
$119K +$119K +6,290 New
SWM
492
Spire Wealth Management
Virginia
$114K -$16.5K -835 -13%
SAM
493
Smartleaf Asset Management
Massachusetts
$113K +$113K +5,970 New
Deutsche Bank
494
Deutsche Bank
Germany
$106K -$8.71K -460 -8%
TWC
495
TD Waterhouse Canada
Ontario, Canada
$105K -$146K -7,860 -58%
MIHAS
496
Maj Invest Holding A/S
Denmark
$104K – – –
ANBT
497
American National Bank & Trust
Texas
$99.7K – – –
HGERS
498
Householder Group Estate & Retirement Specialist
Arizona
$99K -$5.55K -295 -5%
JEST
499
JTC Employer Solutions Trustee
Jersey
$94K – – –
RIL
500
Rothschild Investment LLC
Illinois
$92.9K +$92.9K +4,905 New
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