We are live on ! Find out more

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
AFS
501
Annapolis Financial Services
Maryland
$5K +$4.17K +240 New
1IA
502
1834 Investment Advisors
Wisconsin
$5K +$4.52K +260 New
FCA
503
FinTrust Capital Advisors
South Carolina
$4K -$217K -12,500 -98%
CCM
504
Copeland Capital Management
Pennsylvania
$4K +$696 +40 +22%
SWA
505
SOA Wealth Advisors
New York
$4K +$3.3K +190 New
Acadian Asset Management
506
Acadian Asset Management
Massachusetts
$3K
Russell Investments Group
507
Russell Investments Group
United Kingdom
$3K
TFGT
508
TS Financial Group (TSFG)
Illinois
$3K
ONST
509
Old North State Trust
North Carolina
$3K +$2.44K +140 New
SWP
510
ShoreHaven Wealth Partners
New Jersey
$3K +$2.52K +145 New
CAM
511
Costello Asset Management
Pennsylvania
$2K
Kayne Anderson Rudnick Investment Management
512
Kayne Anderson Rudnick Investment Management
California
$2K +$1.48K +85 New
FFG
513
Fortem Financial Group
California
$2K +$1.65K +95 New
DAC
514
Dividend Assets Capital
South Carolina
$2K +$1.91K +110 New
NL
515
NVWM LLC
Pennsylvania
$1K
ADL
516
Asset Dedication LLC
California
$1K +$261 +15 +100%
TWM
517
Tradition Wealth Management
Minnesota
$1K +$435 +25 New
AFG
518
Albion Financial Group
Utah
$1K +$696 +40 New
FFA
519
Freedman Financial Associates
Massachusetts
$1K +$870 +50 New
VBCG
520
Valley Brook Capital Group
Pennsylvania
$1K +$1.3K +75 New
WPA
521
West Paces Advisors
Georgia
$101 +$87 +5 New
LP
522
LMR Partners
United Kingdom
-$34.6M -2,269,685 Closed
DFO
523
Duquesne Family Office
New York
-$12.8M -836,675 Closed
Qube Research & Technologies (QRT)
524
Qube Research & Technologies (QRT)
United Kingdom
-$7.42M -483,710 Closed
Skandinaviska Enskilda Banken (SEB)
525
Skandinaviska Enskilda Banken (SEB)
Sweden
-$3.84M -250,000 Closed

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.