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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
CTA
501
Colonial Trust Advisors
South Carolina
$35.7K
CG
502
Cutler Group
California
$34K -$64.7K -3,735 -67%
POIA
503
Pin Oak Investment Advisors
Texas
$34K
PFA
504
Pathway Financial Advisers
Indiana
$33.8K
FMP
505
Financial Management Professionals
Texas
$33K +$4.68K +270 +17%
BF
506
BOK Financial
Oklahoma
$32.5K -$244K -14,065 -89%
CCA
507
Column Capital Advisors
Indiana
$29.9K
RFG
508
RFP Financial Group
Georgia
$29.5K
KFP
509
KB Financial Partners
New Jersey
$29K -$5.03K -290 -15%
SSC
510
Syverson Strege & Co
Iowa
$28.5K +$27.1K +1,565 +31,300%
OA
511
Operose Advisors
Wisconsin
$27.6K +$26.3K +1,520 New
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.2K
PAM
513
Paradigm Asset Management
New York
$27.2K
HWA
514
HHM Wealth Advisors
Tennessee
$27K
WP
515
WealthPLAN Partners
Nebraska
$23.6K +$22.5K +1,300 New
AT
516
Avalon Trust
New Mexico
$22.7K +$21.7K +1,250 New
CFO
517
CVA Family Office
Colorado
$22.6K -$3.47K -200 -14%
FFA
518
Farther Finance Advisors
California
$22K +$16.2K +935 +334%
CWM
519
CarsonAllaria Wealth Management
Illinois
$21.2K
ST
520
Sageworth Trust
Pennsylvania
$19.3K +$18.5K +1,065 New
GWSG
521
GPS Wealth Strategies Group
Colorado
$16.3K +$15.6K +900 New
ATC
522
Adirondack Trust Company
New York
$16.3K
CTC
523
Central Trust Company
Missouri
$15.6K
WTA
524
Washington Trust Advisors
Massachusetts
$15K
BWL
525
Bogart Wealth LLC
Virginia
$14.1K +$13.5K +780 New

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.