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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
CANY
551
Caxton Associates (New York)
New York
-$5.63M -278,550 Closed
Wolverine Trading
552
Wolverine Trading
Illinois
-$4.79M -237,665 Closed
HI
553
Humankind Investments
New York
-$4.09M -202,195 Closed
HAI
554
Hennessy Advisors Inc
California
-$3.57M -176,500 Closed
DWM
555
Darwin Wealth Management
Florida
-$3.67M -168,530 Closed
JMPWA
556
JP Morgan Private Wealth Advisors
California
-$3.18M -157,280 Closed
EMG
557
ETF Managers Group
New Jersey
-$1.77M -87,865 Closed
MIFH
558
Migdal Insurance & Financial Holdings
Israel
-$1.58M -78,760 Closed
Canada Pension Plan Investment Board
559
Canada Pension Plan Investment Board
Ontario, Canada
-$1.42M -70,000 Closed
WCM
560
Weld Capital Management
New York
-$1.31M -64,680 Closed
Squarepoint
561
Squarepoint
New York
-$1.14M -56,170 Closed
MC
562
Maplelane Capital
New York
-$809K -40,000 Closed
PA
563
Pinnacle Associates
New York
-$743K -36,765 Closed
NERM
564
New England Research & Management
Illinois
-$723K -35,750 Closed
AIIMS
565
Analyst IMS Investment Management Services
Israel
-$708K -35,000 Closed
VF
566
Virtu Financial
New York
-$674K -33,355 Closed
Fiera Capital (Canada)
567
Fiera Capital (Canada)
Quebec, Canada
-$603K -29,845 Closed
AAMU
568
Amundi Asset Management US
Massachusetts
-$449K -22,220 Closed
RhumbLine Advisers
569
RhumbLine Advisers
Massachusetts
-$394K -19,495 Closed
4WM
570
44 Wealth Management
Oregon
-$349K -17,280 Closed
KM
571
Kalos Management
Georgia
-$380K -16,900 Closed
Janus Henderson Group
572
Janus Henderson Group
United Kingdom
-$314K -15,505 Closed
Balyasny Asset Management
573
Balyasny Asset Management
Illinois
-$311K -15,380 Closed
HAC
574
Harbor Advisory Corp
New Hampshire
-$254K -12,575 Closed
Baird Financial Group
575
Baird Financial Group
Wisconsin
-$250K -12,380 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.