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Sony
SONY

Overview Fund Activity

575 hedge funds and large institutions have $7.2B invested in Sony in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 197 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+46
Holders Change %
+8.7%
% of All Funds
9.28%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.23%
New
112
Increased
197
Reduced
170
Closed
53
Calls
$181M
Puts
$124M
Net Calls
+$56.8M
Net Calls Change
+$5.46M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$235M
2
ACM
Alua Capital Management
New York
$44.2M
3
Goldman Sachs
Goldman Sachs
New York
$85.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
$384M
5
Morgan Stanley
Morgan Stanley
New York
$310M

Top Sellers

1
DC
Davenport & Co
Virginia
$4.29M
2
Primecap Management
Primecap Management
California
$1.86B
3
Aristotle Capital Management
Aristotle Capital Management
California
$933M
4
OMC
Old Mission Capital
Illinois
$3.03M
5
MNG
Manning & Napier Group
New York
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
526
Montag & Associates
Georgia
$4.73K +$4.73K +310 New
PA
527
PSI Advisors
Florida
$4.58K – – –
FFA
528
Farther Finance Advisors
California
$4.27K +$4.27K +280 New
RBC
529
Roble Belko & Company
Pennsylvania
$4K – – –
TF
530
Tompkins Financial
New York
$4K – – –
HWM
531
HighMark Wealth Management
Minnesota
$3.98K – – –
GEA
532
Glen Eagle Advisors
New Jersey
$3.98K – – –
LOIP
533
Live Oak Investment Partners
Texas
$3.74K – – –
AFS
534
Annapolis Financial Services
Maryland
$3.66K – – –
JWM
535
Janiczek Wealth Management
Colorado
$3.36K -$3.62K -210 -52%
JIR
536
James Investment Research
Ohio
$3K -$24.8K -1,860 -89%
DAC
537
Dividend Assets Capital
South Carolina
$3K – – –
CCM
538
Copeland Capital Management
Pennsylvania
$3K – – –
MWC
539
MBM Wealth Consultants
Missouri
$3K +$3K +210 New
SWA
540
SOA Wealth Advisors
New York
$2.9K – – –
CSPIA
541
Cary Street Partners Investment Advisory
Virginia
$2.82K +$2.82K +185 New
APC
542
Aspire Private Capital
North Carolina
$2.67K – – –
MDCM
543
Morgan Dempsey Capital Management
Wisconsin
$2.59K – – –
AWM
544
Avior Wealth Management
Nebraska
$2.59K – – –
TWD
545
True Wealth Design
Ohio
$2.44K +$2.44K +160 New
DF
546
DecisionPoint Financial
Arizona
$2.44K +$2.44K +160 New
TIM
547
Tortoise Investment Management
New York
$2.21K – – –
WPWM
548
Western Pacific Wealth Management
Illinois
$2.21K – – –
GC
549
Gould Capital
Washington
$1.91K – – –
SWM
550
Sanctuary Wealth Management
Idaho
$1.91K +$1.91K +125 New
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