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607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Avior Wealth Management
Nebraska
$19K
WWM
527
Wolff Wiese Magana
California
$18K -$326 -15 -2%
ATC
528
Adirondack Trust Company
New York
$18K
SIAP
529
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
WTA
530
Washington Trust Advisors
Massachusetts
$17K +$326 +15 +2%
NSIM
531
North Star Investment Management
Illinois
$16K
PMFA
532
Plante Moran Financial Advisors
Michigan
$15K -$1.2K -55 -7%
IAS
533
IMA Advisory Services
Colorado
$15K
KC
534
Knuff & Co
California
$15K
TWA
535
TCI Wealth Advisors
Arizona
$15K
FGAM
536
Financial Gravity Asset Management
Texas
$14.8K +$29.5K +1,355 +7%
FFA
537
Fairfield Financial Advisors
Massachusetts
$14.4K +$15.2K +700 New
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$14K
PWMG
539
Prestige Wealth Management Group
New Jersey
$14K
IFAM
540
Institutional & Family Asset Management
Colorado
$13K -$1.96K -90 -13%
ME
541
McIlrath & Eck
Washington
$13K
SLWA
542
San Luis Wealth Advisors
California
$13K +$11.1K +510 New
GFPC
543
Global Financial Private Client
Florida
$12.2K
IA
544
IFS Advisors
Kansas
$12K
LWP
545
Laurel Wealth Planning
Minnesota
$12K
RA
546
Rise Advisors
New York
$11K
EWA
547
EverSource Wealth Advisors
Alabama
$10K -$190K -8,720 -94%
CFG
548
CKW Financial Group
Hawaii
$10K
KTC
549
Kistler-Tiffany Companies
Pennsylvania
$10K
MIM
550
Macroview Investment Management
Maryland
$10K

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.