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Sony
SONY

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: 633 → 607 (-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: 25 → 16 (-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

Top Buyers

Rank Fund Capital Flow
1
Alkeon Capital Management
Alkeon Capital Management
New York
+$614M
2
TP
Theleme Partners
United Kingdom
+$73.1M
3
AII
AGF Investments Inc
Ontario, Canada
+$47.3M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$40.2M
5
AWA
Aaron Wealth Advisors
Illinois
+$26.3M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$120M
2
FMI
Fiduciary Management Inc
Wisconsin
-$85.9M
3
MNG
Manning & Napier Group
New York
-$73.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$62.9M
5
Holocene Advisors
Holocene Advisors
New York
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
576
Copeland Capital Management
Pennsylvania
$4K – – –
FAG
577
Fortitude Advisory Group
Washington
$4K +$435 +20 +12%
DAC
578
Dividend Assets Capital
South Carolina
$4K +$4.13K +190 New
TWM
579
Tradition Wealth Management
Minnesota
$3K -$1.63K -75 -33%
GC
580
Gould Capital
Washington
$3K – – –
SWA
581
SOA Wealth Advisors
New York
$3K – – –
ADL
582
Asset Dedication LLC
California
$3K +$869 +40 +53%
WFA
583
West Financial Advisors
Iowa
$3K +$2.72K +125 New
EAM
584
Erste Asset Management
Austria
$2.16K -$165K -7,575 -99%
FP
585
Financial Perspectives
Minnesota
$2.16K – – –
SC
586
Sierra Capital
Florida
$2K -$1.52K -70 -45%
CCM
587
Covington Capital Management
California
$2K – – –
SCA
588
Stonebridge Capital Advisors
Minnesota
$2K – – –
TFGT
589
TS Financial Group (TSFG)
Illinois
$2K – – –
WPWM
590
Western Pacific Wealth Management
Illinois
$2K – – –
OLVIG
591
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$2.17K +100 New
COCM
592
Charter Oak Capital Management
New Hampshire
$1K – – –
EL
593
EMFO LLC
Florida
$1K – – –
FWM
594
Focused Wealth Management
New York
$1K – – –
FFA
595
Freedman Financial Associates
Massachusetts
$1K – – –
MAM
596
Marquette Asset Management
Minnesota
$1K +$761 +35 New
SC
597
Siena Capital
Ohio
$1K +$869 +40 New
WAM
598
WFA Asset Management
Wisconsin
$822 – – –
SWA
599
Sutton Wealth Advisors
Florida
$616 – – –
Point72 Asset Management
600
Point72 Asset Management
Connecticut
– -$25.7M -1,018,075 Closed
22 23
24
25 26

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.