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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
SMF
576
Sterling Manor Financial
New York
-$246K -12,175 Closed
PFPT
577
Pinnacle Financial Partners (Tennessee)
Tennessee
-$206K -10,190 Closed
SFA
578
Sequoia Financial Advisors
Ohio
-$204K -10,110 Closed
RWA
579
Ropes Wealth Advisors
Massachusetts
-$128K -6,310 Closed
RPWA
580
Regent Peak Wealth Advisors
Georgia
-$116K -5,750 Closed
Axa
581
Axa
France
-$97K -4,785 Closed
ICP
582
Interchange Capital Partners
Pennsylvania
-$65K -3,225 Closed
HGWM
583
Harvest Group Wealth Management
Massachusetts
-$55K -2,715 Closed
PCA
584
Peddock Capital Advisors
Massachusetts
-$55K -2,710 Closed
PWM
585
Perigon Wealth Management
California
-$42K -2,075 Closed
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$30K -1,500 Closed
IA
587
Inspire Advisors
Idaho
-$21K -1,040 Closed
CTB
588
Country Trust Bank
Illinois
-$20K -1,000 Closed
LWA
589
Lenox Wealth Advisors
New York
-$20K -1,000 Closed
EA
590
Elm Advisors
California
-$18K -875 Closed
IA
591
IFS Advisors
Kansas
-$11K -590 Closed
EWM
592
Endurance Wealth Management
Rhode Island
-$10K -500 Closed
HIM
593
Hillsdale Investment Management
Ontario, Canada
-$8K -400 Closed
ABC
594
Associated Banc-Corp
Wisconsin
-$7K -335 Closed
VCG
595
Vantage Consulting Group
Virginia
-$7K -335 Closed
CCA
596
Childress Capital Advisors
Texas
-$5K -230 Closed
Acadian Asset Management
597
Acadian Asset Management
Massachusetts
-$3K -155 Closed
Russell Investments Group
598
Russell Investments Group
United Kingdom
-$3K -155 Closed
ONST
599
Old North State Trust
North Carolina
-$3K -140 Closed
TFGT
600
TS Financial Group (TSFG)
Illinois
-$3K -140 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.