Sony
SONY
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.
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: 527 → 546 (+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: 24 → 17 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$129M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$58.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$46.7M |
| 4 |
BlackRock
New York
|
+$44.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
-$100M |
| 2 |
SCP
Soroban Capital Partners
New York
|
-$68.1M |
| 3 |
Primecap Management
Pasadena,
California
|
-$67.9M |
| 4 |
Morgan Stanley
New York
|
-$39.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$31.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFG
601
Fortem Financial Group
Palm Desert,
California
| – | -$2K | -95 | Closed |
|
602
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$2K | -85 | Closed |
|
|
ADL
603
Asset Dedication LLC
San Francisco,
California
| – | -$1K | -30 | Closed |
|
|
TWM
604
Tradition Wealth Management
Edina,
Minnesota
| – | -$1K | -25 | 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.