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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
CFG
501
CKW Financial Group
Hawaii
$11K
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$11K +$11.1K +525 New
NC
503
NewSquare Capital
Pennsylvania
$10K
MWP
504
Meridian Wealth Partners
Pennsylvania
$10K +$9.5K +450 New
HFS
505
Hantz Financial Services
Michigan
$10K +$9.93K +470 New
FCM
506
Firestone Capital Management
Florida
$9K
WWM
507
Wolff Wiese Magana
California
$9K
Federated Hermes
508
Federated Hermes
Pennsylvania
$8K -$2.11K -100 -21%
BAM
509
Bellevue Asset Management
Washington
$7K
CHA
510
Carmichael Hill & Associates
Maryland
$7K
SIC
511
Salem Investment Counselors
North Carolina
$7K +$7.29K +345 New
MAM
512
Meeder Asset Management
Ohio
$6K -$3.8K -180 -40%
1IA
513
1834 Investment Advisors
Wisconsin
$6K
CFD
514
Creative Financial Designs
Indiana
$6K
HFA
515
Hoover Financial Advisors
Pennsylvania
$6K
RBC
516
Roble Belko & Company
Pennsylvania
$6K
KFI
517
Key Financial Inc
Pennsylvania
$6K +$6.44K +305 New
GEA
518
Glen Eagle Advisors
New Jersey
$5.51K
AFS
519
Annapolis Financial Services
Maryland
$5K
CCM
520
Copeland Capital Management
Pennsylvania
$5K
FCA
521
FinTrust Capital Advisors
South Carolina
$5K
TAIM
522
TD Ameritrade Investment Management
Nebraska
$5K
TCWM
523
Total Clarity Wealth Management
Illinois
$5K +$4.54K +215 New
DWA
524
Dorsey Wright & Associates
California
$4.43K +$335K +15,885 +8%
SWA
525
SOA Wealth Advisors
New York
$4K

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.