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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
APC
526
Aspire Private Capital
North Carolina
$4K +$3.91K +185 +1,850%
RIM
527
Rockbridge Investment Management
New York
$4K +$4.22K +200 New
WAS
528
Wealth Advisory Solutions
Indiana
$3K -$4.57M -216,190 -58%
SWP
529
ShoreHaven Wealth Partners
New Jersey
$3K
CFN
530
Cordasco Financial Network
Florida
$3K +$2.96K +140 New
SC
531
Sierra Capital
Florida
$3K +$3.17K +150 New
CAM
532
Costello Asset Management
Pennsylvania
$2K
DAC
533
Dividend Assets Capital
South Carolina
$2K
SCA
534
Stonebridge Capital Advisors
Minnesota
$2K +$2.32K +110 New
MIH
535
Meitav Investment House
Israel
$1.32K -$434K -20,555 -25%
FFA
536
Freedman Financial Associates
Massachusetts
$1K
NL
537
NVWM LLC
Pennsylvania
$1K
VBCG
538
Valley Brook Capital Group
Pennsylvania
$1K
COCM
539
Charter Oak Capital Management
New Hampshire
$1K +$1.06K +50 New
AMC
540
Asset Management Corp
Illinois
$637
SWA
541
Sutton Wealth Advisors
Florida
$636 +$634 +30 New
WPA
542
West Paces Advisors
Georgia
$106
BBHC
543
Brown Brothers Harriman & Co
New York
$102 -$237K -11,220 -70%
Holocene Advisors
544
Holocene Advisors
New York
-$100M -4,959,750 Closed
SCP
545
Soroban Capital Partners
New York
-$68.1M -3,366,915 Closed
FWCM
546
Ferguson Wellman Capital Management
Oregon
-$27M -1,337,310 Closed
Nomura Holdings
547
Nomura Holdings
Japan
-$14.6M -725,640 Closed
KC
548
KCL Capital
New York
-$14.2M -700,000 Closed
AllianceBernstein
549
AllianceBernstein
Tennessee
-$8.75M -432,575 Closed
Point72 Asset Management
550
Point72 Asset Management
Connecticut
-$8.53M -422,000 Closed

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.