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Sony
SONY

Overview Fund Activity

543 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 211 increasing their positions, 159 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+18
Holders Change %
+3.43%
% of All Funds
9.56%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
83
Increased
211
Reduced
159
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
$1.37B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$60.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$51M
4
BlackRock
BlackRock
New York
$157M
5
Invesco
Invesco
Georgia
$118M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
$0
2
Primecap Management
Primecap Management
California
$3.05B
3
SCP
Soroban Capital Partners
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$275M
5
Bank of America
Bank of America
North Carolina
$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
576
Ropes Wealth Advisors
Massachusetts
– -$128K -6,310 Closed
RPWA
577
Regent Peak Wealth Advisors
Georgia
– -$116K -5,750 Closed
Axa
578
Axa
France
– -$97K -4,785 Closed
ICP
579
Interchange Capital Partners
Pennsylvania
– -$65K -3,225 Closed
HGWM
580
Harvest Group Wealth Management
Massachusetts
– -$55K -2,715 Closed
PCA
581
Peddock Capital Advisors
Massachusetts
– -$55K -2,710 Closed
PWM
582
Perigon Wealth Management
California
– -$42K -2,075 Closed
LWCFA
583
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$30K -1,500 Closed
IA
584
Inspire Advisors
Idaho
– -$21K -1,040 Closed
CTB
585
Country Trust Bank
Illinois
– -$20K -1,000 Closed
LWA
586
Lenox Wealth Advisors
New York
– -$20K -1,000 Closed
EA
587
Elm Advisors
California
– -$18K -875 Closed
IA
588
IFS Advisors
Kansas
– -$11K -590 Closed
EWM
589
Endurance Wealth Management
Rhode Island
– -$10K -500 Closed
HIM
590
Hillsdale Investment Management
Ontario, Canada
– -$8K -400 Closed
VCG
591
Vantage Consulting Group
Virginia
– -$7K -335 Closed
ABC
592
Associated Banc-Corp
Wisconsin
– -$7K -335 Closed
CCA
593
Childress Capital Advisors
Texas
– -$5K -230 Closed
Acadian Asset Management
594
Acadian Asset Management
Massachusetts
– -$3K -155 Closed
Russell Investments Group
595
Russell Investments Group
United Kingdom
– -$3K -155 Closed
ONST
596
Old North State Trust
North Carolina
– -$3K -140 Closed
TFGT
597
TS Financial Group (TSFG)
Illinois
– -$3K -140 Closed
FFG
598
Fortem Financial Group
California
– -$2K -95 Closed
Kayne Anderson Rudnick Investment Management
599
Kayne Anderson Rudnick Investment Management
California
– -$2K -85 Closed
ADL
600
Asset Dedication LLC
California
– -$1K -30 Closed
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