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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
NSIM
526
North Star Investment Management
Illinois
$13.6K -$260 -15 -2%
IAS
527
IMA Advisory Services
Colorado
$13.5K
TWA
528
TCI Wealth Advisors
Arizona
$13.2K
JWM
529
Janiczek Wealth Management
Colorado
$13.1K +$9.1K +525 +269%
FFA
530
Fairfield Financial Advisors
Massachusetts
$12.5K
ME
531
McIlrath & Eck
Washington
$12.1K
IFAM
532
Institutional & Family Asset Management
Colorado
$11.9K +$953 +55 +9%
FRA
533
Front Row Advisors
California
$11K -$1.39K -80 -11%
Federated Hermes
534
Federated Hermes
Pennsylvania
$10.9K +$953 +55 +10%
IA
535
IFS Advisors
Kansas
$10.7K
PWMG
536
Prestige Wealth Management Group
New Jersey
$10.4K -$520 -30 -5%
SC
537
Schubert & Co
Texas
$10.4K +$1.82K +105 +22%
RA
538
Rise Advisors
New York
$9.23K -$693 -40 -7%
JGIA
539
Jackson Grant Investment Advisers
Connecticut
$9.16K +$8.75K +505 New
SSB
540
Sandy Spring Bank
Maryland
$9.06K -$64.3K -3,710 -88%
KTC
541
Kistler-Tiffany Companies
Pennsylvania
$9.06K
MAWCM
542
Mine & Arao Wealth Creation & Management
California
$9.06K
VWM
543
Valley Wealth Managers
New Jersey
$9.06K
CFG
544
CKW Financial Group
Hawaii
$9K
CWC
545
Carolinas Wealth Consulting
North Carolina
$8.97K
MIM
546
Macroview Investment Management
Maryland
$8.79K
AIP
547
Ahrens Investment Partners
Louisiana
$8.7K +$8.32K +480 New
FGAM
548
Financial Gravity Asset Management
Texas
$8.36K +$1.3K +75 +20%
FCA
549
FinTrust Capital Advisors
South Carolina
$8.24K
GFPC
550
Global Financial Private Client
Florida
$8.22K

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.