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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
601
M&R Capital Management
New Jersey
$5.02K +$5.02K +265 New
WIA
602
Wetzel Investment Advisors
Indiana
$5K +$5K +260 New
TF
603
Tompkins Financial
New York
$4.74K – – –
LOIP
604
Live Oak Investment Partners
Texas
$4.64K -$4.04K – –
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$4.64K +$852 +45 +23%
CJ
606
Caitlin John
Michigan
$4.64K +$4.64K +245 New
RIM
607
Rockbridge Investment Management
New York
$4.36K +$4.36K +230 New
DAC
608
Dividend Assets Capital
South Carolina
$4K – – –
NFA
609
Northwest Financial Advisors
Virginia
$3.79K +$3.79K +200 New
SWA
610
SOA Wealth Advisors
New York
$3.6K – – –
CCM
611
Copeland Capital Management
Pennsylvania
$3.5K – – –
GEA
612
Glen Eagle Advisors
New Jersey
$3.24K -$1.72K -90 -35%
TWD
613
True Wealth Design
Ohio
$3.22K +$189 +10 +6%
CBT
614
CoreFirst Bank & Trust
Kansas
$3.22K – – –
CFD
615
Creative Financial Designs
Indiana
$3.22K +$3.03K +160 +1,600%
WAG
616
Wiser Advisor Group
Arizona
$3.13K +$3.13K +165 New
DF
617
DecisionPoint Financial
Arizona
$3.03K – – –
APC
618
Aspire Private Capital
North Carolina
$2.94K -$9.75K -515 -77%
GI
619
Gradient Investments
Minnesota
$2.84K – – –
TIM
620
Tortoise Investment Management
New York
$2.75K – – –
WPWM
621
Western Pacific Wealth Management
Illinois
$2.75K – – –
LFG
622
Larson Financial Group
Missouri
$2.67K – – –
BHWM
623
Beaird Harris Wealth Management
Texas
$2.46K +$2.46K +130 New
SWM
624
Sanctuary Wealth Management
Idaho
$2.37K – – –
GC
625
Gould Capital
Washington
$2.37K – – –
23 24
25
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