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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
MAWCM
551
Mine & Arao Wealth Creation & Management
California
$10K
Federated Hermes
552
Federated Hermes
Pennsylvania
$10K +$326 +15 +3%
ACM
553
Adalta Capital Management
New York
$10K +$10.9K +500 New
NFSG
554
Newbridge Financial Services Group
Florida
$9K -$1.41K -65 -13%
GAM
555
Gemmer Asset Management
California
$9K
ZIG
556
Zullo Investment Group
Pennsylvania
$9K
BDWM
557
Brewin Dolphin Wealth Management
Ireland
$8K +$8.04K +370 New
CB
558
CNB Bank
Pennsylvania
$8K +$8.69K +400 New
RIM
559
Rockbridge Investment Management
New York
$7.72K
PB
560
Pinnacle Bancorp
Nebraska
$7K -$5.87K -270 -44%
CHA
561
Carmichael Hill & Associates
Maryland
$7K
SIC
562
Salem Investment Counselors
North Carolina
$7K
KFI
563
Key Financial Inc
Pennsylvania
$6K
PA
564
PSI Advisors
Florida
$6K
RBC
565
Roble Belko & Company
Pennsylvania
$6K
PFBT
566
Parkside Financial Bank & Trust
Missouri
$6K +$6.52K +300 New
GEA
567
Glen Eagle Advisors
New Jersey
$5.34K
LFG
568
Larson Financial Group
Missouri
$5K -$333K -15,335 -98%
MAM
569
Meeder Asset Management
Ohio
$5K -$1.96K -90 -28%
1IA
570
1834 Investment Advisors
Wisconsin
$5K
AFS
571
Annapolis Financial Services
Maryland
$5K
FCA
572
FinTrust Capital Advisors
South Carolina
$5K
HWM
573
HighMark Wealth Management
Minnesota
$5K +$1.2K +55 +27%
TF
574
Tompkins Financial
New York
$5K +$5.43K +250 New
APC
575
Aspire Private Capital
North Carolina
$4K

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.