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Sony
SONY

606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

5% more funds holding

Funds holding: 578 → 606 (+28)

1.25% more ownership

Funds ownership: 37.68% → 38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$99.5M
2
Bank of America
Bank of America
North Carolina
+$82.3M
3
SC
Sculptor Capital
New York
+$45.3M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$44.2M
5
Twin Tree Management
Twin Tree Management
Texas
+$34M

Top Sellers

Rank Fund Capital Flow
1
ACM
Anomaly Capital Management
New York
-$111M
2
Boston Partners
Boston Partners
Massachusetts
-$42.2M
3
Aristotle Capital Management
Aristotle Capital Management
California
-$36.9M
4
Primecap Management
Primecap Management
California
-$29.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
576
Headlands Technologies
Illinois
$2.63K +$2.51K +145 New
WPWM
577
Western Pacific Wealth Management
Illinois
$2.63K – – –
BWM
578
Baystate Wealth Management
Massachusetts
$2.36K +$1.39K +80 +160%
GC
579
Gould Capital
Washington
$2.27K – – –
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$2.18K +$2.08K +120 New
TAIM
581
TD Ameritrade Investment Management
Nebraska
$2K +$693 +40 +57%
RG
582
Retirement Group
California
$2K +$1.91K +110 New
OIS
583
Okabena Investment Services
Minnesota
$1.9K -$37.6K -2,170 -95%
FP
584
Financial Perspectives
Minnesota
$1.9K – – –
OLVIG
585
Oliver Lagore Vanvalin Investment Group
Michigan
$1.81K – – –
RWPA
586
Richard W. Paul & Associates
Michigan
$1.81K – – –
SCA
587
Stonebridge Capital Advisors
Minnesota
$1.81K – – –
CCP
588
Carmel Capital Partners
California
$1.63K +$1.56K +90 New
Commonwealth Equity Services
589
Commonwealth Equity Services
Massachusetts
$1.58K +$14.7K +850 +1%
GGI
590
Godsey & Gibb Inc
Virginia
$1.36K – – –
TFA
591
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
592
TS Financial Group (TSFG)
Illinois
$1K – – –
BAM
593
Byrne Asset Management
New Jersey
$1K +$1.39K +80 New
FWM
594
Focused Wealth Management
New York
$912 – – –
BWAM
595
Boyd Watterson Asset Management
Ohio
$906 – – –
WAM
596
WFA Asset Management
Wisconsin
$726 – – –
Kayne Anderson Rudnick Investment Management
597
Kayne Anderson Rudnick Investment Management
California
$725 +$693 +40 New
NMG
598
New Millennium Group
Utah
$550 – – –
SWA
599
Sutton Wealth Advisors
Florida
$544 – – –
EL
600
EMFO LLC
Florida
$454 – – –
22 23
24
25 26

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.