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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
NFSG
551
Newbridge Financial Services Group
Florida
$8.16K
CB
552
CNB Bank
Pennsylvania
$7.25K
ADL
553
Asset Dedication LLC
California
$7K
KSWA
554
Kathleen S. Wright Associates
Pennsylvania
$6.53K
SIC
555
Salem Investment Counselors
North Carolina
$6.25K
BIA
556
Bell Investment Advisors
California
$6.07K -$3.12K -180 -35%
MA
557
Montag & Associates
Georgia
$5.62K
PA
558
PSI Advisors
Florida
$5.44K
RBC
559
Roble Belko & Company
Pennsylvania
$5K
HWM
560
HighMark Wealth Management
Minnesota
$4.73K
GEA
561
Glen Eagle Advisors
New Jersey
$4.72K
TF
562
Tompkins Financial
New York
$4.53K
BFPW
563
BOK Financial Private Wealth
Colorado
$4.53K +$4.33K +250 New
LOIP
564
Live Oak Investment Partners
Texas
$4.44K
AFS
565
Annapolis Financial Services
Maryland
$4.35K
JIR
566
James Investment Research
Ohio
$4K
SWA
567
SOA Wealth Advisors
New York
$3.44K
GFWA
568
Grey Fox Wealth Advisors
Delaware
$3.44K +$3.29K +190 New
AWM
569
Avior Wealth Management
Nebraska
$3.08K
CCM
570
Copeland Capital Management
Pennsylvania
$3K
DAC
571
Dividend Assets Capital
South Carolina
$3K
APC
572
Aspire Private Capital
North Carolina
$2.9K -$260 -15 -9%
DF
573
DecisionPoint Financial
Arizona
$2.9K
TWD
574
True Wealth Design
Ohio
$2.9K
TIM
575
Tortoise Investment Management
New York
$2.63K

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.