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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 %
GWS
501
Glassman Wealth Services
Virginia
$90.1K +$9.66K +510 +12%
NRG
502
Nemes Rush Group
Michigan
$79.3K – – –
SWS
503
SYSTM Wealth Solutions
Illinois
$76.9K +$76.9K +4,060 New
CP
504
Castleview Partners
Texas
$76K +$76K +4,015 New
BBHC
505
Brown Brothers Harriman & Co
New York
$74.4K +$10.6K +560 +17%
ZB
506
Zions Bancorporation
Utah
$74K -$189 -10 -0.3%
AAP
507
Arax Advisory Partners
Colorado
$72K +$4.92K +260 +7%
IA
508
IFP Advisors
Florida
$69.5K -$32K -1,690 -32%
HNB
509
Huntington National Bank
Ohio
$67.7K -$8.14K -430 -11%
GWM
510
Geneos Wealth Management
Colorado
$67.6K -$11.3K -595 -14%
PTC
511
Private Trust Company
Ohio
$61.5K – – –
POIA
512
Pin Oak Investment Advisors
Texas
$59K +$23.8K +1,260 +68%
HCP
513
Hexagon Capital Partners
Arkansas
$58.8K -$4.26K -225 -7%
NS
514
NBC Securities
Alabama
$55K -$3.29K -175 -6%
HGA
515
Hobbs Group Advisors
South Carolina
$54.9K +$54.9K +2,900 New
CT
516
Colonial Trust
South Carolina
$52.8K +$1.14K +60 +2%
JWA
517
JFS Wealth Advisors
Pennsylvania
$51.5K +$10.2K +540 +25%
First Manhattan
518
First Manhattan
New York
$48.5K – – –
KFS
519
Kelly Financial Services
Massachusetts
$47.3K – – –
VC
520
Vestor Capital
Illinois
$47K -$3.01K -160 -6%
OAJ
521
Ogorek Anthony Joseph
New York
$45K – – –
PB
522
Pinnacle Bancorp
Nebraska
$39.2K +$39.2K +2,070 New
FCMT
523
Founders Capital Management (Texas)
Texas
$38K – – –
FMP
524
Financial Management Professionals
Texas
$36K +$1.05K +55 +3%
PFA
525
Pathway Financial Advisers
Indiana
$35.4K +$95 +5 +0.3%
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