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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
TFA
601
Transamerica Financial Advisors
Florida
$1K – – –
CAL
602
Capital Analysts LLC
Pennsylvania
$1K +$611 +35 New
SCA
603
Stonebridge Capital Advisors
Minnesota
$907 -$785 -45 -45%
FWM
604
Focused Wealth Management
New York
$831 – – –
MA
605
MCF Advisors
Kentucky
$825 +$873 +50 New
BWAM
606
Boyd Watterson Asset Management
Ohio
$824 – – –
WAM
607
WFA Asset Management
Wisconsin
$660 – – –
Jones Financial Companies
608
Jones Financial Companies
Missouri
$659 +$698 +40 New
NMG
609
New Millennium Group
Utah
$501 – – –
EL
610
EMFO LLC
Florida
$413 – – –
NL
611
NVWM LLC
Pennsylvania
$412 – – –
SWM
612
Sugarloaf Wealth Management
Georgia
$330 – – –
CFD
613
Creative Financial Designs
Indiana
$165 – – –
WWM
614
Wolff Wiese Magana
California
$83 – – –
GCM
615
Gladstone Capital Management
United Kingdom
– -$43.1M -2,395,260 Closed
TP
616
Theleme Partners
United Kingdom
– -$32.4M -1,797,225 Closed
CC
617
Cartenna Capital
Connecticut
– -$25.7M -1,425,000 Closed
FHCM
618
Force Hill Capital Management
New York
– -$15.2M -846,330 Closed
MC
619
Maplelane Capital
New York
– -$8.9M -495,000 Closed
Marshall Wace
620
Marshall Wace
United Kingdom
– -$8.69M -482,445 Closed
SSA
621
Schonfeld Strategic Advisors
New York
– -$6.46M -359,000 Closed
AFWM
622
AMJ Financial Wealth Management
Virginia
– -$6.36M -353,250 Closed
BFM
623
Boothbay Fund Management
New York
– -$6.29M -349,065 Closed
Qube Research & Technologies (QRT)
624
Qube Research & Technologies (QRT)
United Kingdom
– -$5.74M -318,995 Closed
Canada Pension Plan Investment Board
625
Canada Pension Plan Investment Board
Ontario, Canada
– -$5.33M -296,000 Closed
23 24
25
26 27

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.