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Sony
SONY

Overview Fund Activity

611 hedge funds and large institutions have $7.89B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 222 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-14
Holders Change %
-2.24%
% of All Funds
9.74%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
57
Increased
222
Reduced
201
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.6M
Net Calls Change
+$13.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$330M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$496M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88M
4
Ameriprise
4
Ameriprise
Minnesota
$34.1M
5
Bank of America
5
Bank of America
North Carolina
$381M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$3.25M
2
AM
2
AGF Management
Ontario, Canada
$106M
3
GCM
3
Gladstone Capital Management
United Kingdom
$0
4
TP
4
Theleme Partners
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
551
Salem Investment Counselors
North Carolina
$5.69K -$8.74K -530 -61%
MA
552
Montag & Associates
Georgia
$5.11K – – –
ADL
553
Asset Dedication LLC
California
$5K – – –
AIC
554
Archer Investment Corporation
Indiana
$4.7K – – –
FAM
555
Flaharty Asset Management
Florida
$4.53K +$4.53K +275 New
GEA
556
Glen Eagle Advisors
New Jersey
$4.3K -$83 -5 -2%
TF
557
Tompkins Financial
New York
$4.12K – – –
LOIP
558
Live Oak Investment Partners
Texas
$4.04K -$4.41K – –
HWM
559
HighMark Wealth Management
Minnesota
$3.97K -$331 -20 -8%
AFS
560
Annapolis Financial Services
Maryland
$3.96K – – –
OLVIG
561
Oliver Lagore Vanvalin Investment Group
Michigan
$3.87K +$2.23K +135 +135%
OP
562
ORG Partners
Indiana
$3.63K – – –
Kayne Anderson Rudnick Investment Management
563
Kayne Anderson Rudnick Investment Management
California
$3.3K – – –
SWA
564
SOA Wealth Advisors
New York
$3.13K – – –
CCM
565
Copeland Capital Management
Pennsylvania
$3.05K – – –
DAC
566
Dividend Assets Capital
South Carolina
$3K – – –
FMTCOCP
567
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
CBT
568
CoreFirst Bank & Trust
Kansas
$2.8K +$2.8K +170 New
AWM
569
Avior Wealth Management
Nebraska
$2.8K – – –
TWD
570
True Wealth Design
Ohio
$2.64K – – –
DF
571
DecisionPoint Financial
Arizona
$2.64K – – –
GI
572
Gradient Investments
Minnesota
$2.47K – – –
TIM
573
Tortoise Investment Management
New York
$2.39K – – –
WPWM
574
Western Pacific Wealth Management
Illinois
$2.39K – – –
LFG
575
Larson Financial Group
Missouri
$2.32K -$117K -7,035 -98%
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