We are live on ! Find out more
SONY icon

Sony
SONY

615 hedge funds and large institutions have $7.89B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 224 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $186M | Put options by funds: $110M

11% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 201

1.35% less ownership

Funds ownership: 39.31% → 37.96% (-1.4%)

2% less funds holding

Funds holding: 629 → 615 (-14)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

12% less capital invested

Capital invested by funds: $8.93B → $7.89B (-$1.03B)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

Holders
615
Holders Change
-14
Holders Change %
-2.23%
% of All Funds
9.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
57
Increased
224
Reduced
201
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.7M
Net Calls Change
+$13.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$42.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$36.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.1M
4
Ameriprise
Ameriprise
Minnesota
+$20.4M
5
Bank of America
Bank of America
North Carolina
+$19.2M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$103M
2
AM
AGF Management
Ontario, Canada
-$82.1M
3
GCM
Gladstone Capital Management
United Kingdom
-$43.1M
4
TP
Theleme Partners
United Kingdom
-$32.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
576
Gradient Investments
Minnesota
$2.47K – – –
TIM
577
Tortoise Investment Management
New York
$2.39K – – –
WPWM
578
Western Pacific Wealth Management
Illinois
$2.39K – – –
LFG
579
Larson Financial Group
Missouri
$2.32K -$123K -7,035 -98%
VWM
580
Venturi Wealth Management
Texas
$2.23K +$2.36K +135 New
PCTC
581
Perkins Coie Trust Company
Washington
$2.22K +$2.36K +135 New
SWM
582
Sanctuary Wealth Management
Idaho
$2.06K – – –
GC
583
Gould Capital
Washington
$2.04K – – –
TFGT
584
TS Financial Group (TSFG)
Illinois
$2K – – –
ST
585
Smithfield Trust
Pennsylvania
$2K +$1.66K +95 New
EWM
586
Evermay Wealth Management
Virginia
$1.98K – – –
NIC
587
Northwest Investment Counselors
Oregon
$1.98K – – –
TFM
588
TFC Financial Management
Massachusetts
$1.98K +$2.09K +120 New
M
589
MOTCO
Texas
$1.73K -$1.22K -70 -40%
FP
590
Financial Perspectives
Minnesota
$1.73K – – –
IHWM
591
Iron Horse Wealth Management
Iowa
$1.73K +$1.83K +105 New
RWPA
592
Richard W. Paul & Associates
Michigan
$1.65K – – –
SN
593
Sittner & Nelson
Oregon
$1.65K – – –
CPG
594
Cornerstone Planning Group
New Jersey
$1.57K -$7.85K -450 -83%
AWM
595
Abound Wealth Management
Tennessee
$1.57K – – –
PWA
596
Provenance Wealth Advisors
Florida
$1.4K +$1.48K +85 New
Twin Tree Management
597
Twin Tree Management
Texas
$1.32K -$2.34M -134,110 -100%
GGI
598
Godsey & Gibb Inc
Virginia
$1.24K – – –
CFS
599
CGC Financial Services
Oregon
$1.24K – – –
BAM
600
Byrne Asset Management
New Jersey
$1K – – –
22 23
24
25 26

SONY Hedge Fund Activity: Q3 2023 in Review

615 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2023, worth a combined $7.89B — down 12% from $8.93B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SONY and 57 opened new positions — a net loss of 9 holders — while 201 trimmed existing stakes and 224 added.

The largest buyer was BlackRock, adding an estimated $42.7M. The largest seller was Point72 Asset Management, cutting an estimated $103M.

  • 615 institutional investors held Sony (SONY) as of Q3 2023, down from 629 in Q2 2023.
  • Funds reported $7.89B of Sony stock for Q3 2023, down 12% quarter-over-quarter.
  • 57 funds opened new Sony positions in Q3 2023 and 66 closed out, a net change of -9 holders.
  • The largest Sony buyer in Q3 2023 was BlackRock, an estimated $42.7M added.
  • The largest Sony seller in Q3 2023 was Point72 Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2023.