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Sony
SONY

578 hedge funds and large institutions have $7.2B invested in Sony in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 197 increasing their positions, 172 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 53

46% more call options, than puts

Call options by funds: $182M | Put options by funds: $124M

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

18% more capital invested

Capital invested by funds: $6.08B → $7.2B (+$1.12B)

15% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 172

9% more funds holding

Funds holding: 531 → 578 (+47)

0.38% less ownership

Funds ownership: 38.05% → 37.68% (-0.38%)

Holders
578
Holders Change
+47
Holders Change %
+8.85%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.23%
New
113
Increased
197
Reduced
172
Closed
53
Calls
$182M
Puts
$124M
Net Calls
+$57.6M
Net Calls Change
+$5.83M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$98.7M
2
ACM
Alua Capital Management
New York
+$43.2M
3
Goldman Sachs
Goldman Sachs
New York
+$23.6M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$21.8M
5
Morgan Stanley
Morgan Stanley
New York
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
DC
Davenport & Co
Virginia
-$91.6M
2
Primecap Management
Primecap Management
California
-$65.9M
3
Aristotle Capital Management
Aristotle Capital Management
California
-$57.3M
4
OMC
Old Mission Capital
Illinois
-$42M
5
MNG
Manning & Napier Group
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
Sugarloaf Wealth Management
Georgia
$305 – – –
CFD
577
Creative Financial Designs
Indiana
$153 – – –
SSC
578
Syverson Strege & Co
Iowa
$76 – – –
Connor, Clark & Lunn Investment Management (CC&L)
579
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$8.33M -650,110 Closed
FBB
580
Fulton Breakefield Broenniman
Maryland
– -$7.58M -591,940 Closed
PI
581
PEAK6 Investments
Illinois
– -$5.82M -389,350 Closed
Qube Research & Technologies (QRT)
582
Qube Research & Technologies (QRT)
United Kingdom
– -$4.73M -369,085 Closed
SAM
583
Strategy Asset Managers
California
– -$3.67M -286,185 Closed
BFM
584
Boothbay Fund Management
New York
– -$1.23M -96,220 Closed
IAA
585
Independent Advisor Alliance
North Carolina
– -$1.12M -87,530 Closed
DCM
586
Deuterium Capital Management
Florida
– -$1.04M -81,240 Closed
SEC
587
Seven Eight Capital
New York
– -$956K -74,625 Closed
EWA
588
Exencial Wealth Advisors
Oklahoma
– -$948K -74,015 Closed
E
589
Ergoteles
New York
– -$941K -73,425 Closed
QT
590
Quantbot Technologies
New York
– -$726K -56,695 Closed
Nomura Holdings
591
Nomura Holdings
Japan
– -$705K -55,005 Closed
AIM
592
Aigen Investment Management
New York
– -$641K -50,050 Closed
CSA
593
Cottage Street Advisors
Massachusetts
– -$556K -43,425 Closed
SC
594
Solstein Capital
California
– -$512K -40,000 Closed
CAAS
595
Capital Asset Advisory Services
Michigan
– -$415K -32,415 Closed
EMG
596
ETF Managers Group
New Jersey
– -$394K -30,720 Closed
QT
597
Quantamental Technologies
New York
– -$366K -28,540 Closed
CI
598
Clal Insurance
Israel
– -$288K -22,500 Closed
AAS
599
Avantax Advisory Services
Texas
– -$281K -21,955 Closed
MPI
600
Mairs & Power Inc
Minnesota
– -$222K -17,350 Closed
22 23
24
25 26

SONY Hedge Fund Activity: Q4 2022 in Review

578 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2022, worth a combined $7.2B — up 18% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SONY positions and 53 closed out — a net gain of 60 holders — while 197 added to existing stakes and 172 trimmed.

The largest buyer was Boston Partners, adding an estimated $98.7M. The largest seller was Davenport & Co, cutting an estimated $91.6M.

  • 578 institutional investors held Sony (SONY) as of Q4 2022, up from 531 in Q3 2022.
  • Funds reported $7.2B of Sony stock for Q4 2022, up 18% quarter-over-quarter.
  • 113 funds opened new Sony positions in Q4 2022 and 53 closed out, a net change of +60 holders.
  • The largest Sony buyer in Q4 2022 was Boston Partners, an estimated $98.7M added.
  • The largest Sony seller in Q4 2022 was Davenport & Co, an estimated $91.6M sold.

Based on aggregated 13F filings for Q4 2022.