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Sony
SONY

655 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, 199 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 54

21% more capital invested

Capital invested by funds: $7.89B → $9.58B (+$1.69B)

18% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 199

7% more funds holding

Funds holding: 615 → 655 (+40)

2.15% more ownership

Funds ownership: 37.96% → 40.11% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

3% less call options, than puts

Call options by funds: $167M | Put options by funds: $173M

Holders
655
Holders Change
+40
Holders Change %
+6.5%
% of All Funds
9.55%
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
199
Closed
54
Calls
$167M
Puts
$173M
Net Calls
-$5.6M
Net Calls Change
-$82.3M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$402M
2
HL
Harding Loevner
New Jersey
+$189M
3
MIP
Mondrian Investment Partners
United Kingdom
+$84.2M
4
AM
Atreides Management
Massachusetts
+$64.3M
5
BlackRock
BlackRock
New York
+$39.8M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$214M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$48.1M
3
Primecap Management
Primecap Management
California
-$43.4M
4
AG
Avala Global
New York
-$31.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
601
HighMark Wealth Management
Minnesota
$5.61K +$954 +55 +23%
PFBT
602
Parkside Financial Bank & Trust
Missouri
$5.59K +$5.12K +295 New
AIC
603
Archer Investment Corporation
Indiana
$5.4K – – –
MRCM
604
M&R Capital Management
New Jersey
$5.02K +$4.6K +265 New
WIA
605
Wetzel Investment Advisors
Indiana
$5K +$4.51K +260 New
TF
606
Tompkins Financial
New York
$4.74K – – –
LOIP
607
Live Oak Investment Partners
Texas
$4.64K – – –
Kayne Anderson Rudnick Investment Management
608
Kayne Anderson Rudnick Investment Management
California
$4.64K +$781 +45 +23%
CJ
609
Caitlin John
Michigan
$4.64K +$4.25K +245 New
RIM
610
Rockbridge Investment Management
New York
$4.36K +$3.99K +230 New
DAC
611
Dividend Assets Capital
South Carolina
$4K – – –
NFA
612
Northwest Financial Advisors
Virginia
$3.79K +$3.47K +200 New
SWA
613
SOA Wealth Advisors
New York
$3.6K – – –
CCM
614
Copeland Capital Management
Pennsylvania
$3.5K – – –
GEA
615
Glen Eagle Advisors
New Jersey
$3.24K -$1.56K -90 -35%
TWD
616
True Wealth Design
Ohio
$3.22K +$173 +10 +6%
CBT
617
CoreFirst Bank & Trust
Kansas
$3.22K – – –
CFD
618
Creative Financial Designs
Indiana
$3.22K +$2.78K +160 +1,600%
WAG
619
Wiser Advisor Group
Arizona
$3.13K +$2.86K +165 New
DF
620
DecisionPoint Financial
Arizona
$3.03K – – –
APC
621
Aspire Private Capital
North Carolina
$2.94K -$8.93K -515 -77%
GI
622
Gradient Investments
Minnesota
$2.84K – – –
TIM
623
Tortoise Investment Management
New York
$2.75K – – –
WPWM
624
Western Pacific Wealth Management
Illinois
$2.75K – – –
LFG
625
Larson Financial Group
Missouri
$2.67K – – –
23 24
25
26 27

SONY Hedge Fund Activity: Q4 2023 in Review

655 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2023, worth a combined $9.58B — up 21% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SONY positions and 54 closed out — a net gain of 51 holders — while 235 added to existing stakes and 199 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $402M. The largest seller was Boston Partners, cutting an estimated $214M.

  • 655 institutional investors held Sony (SONY) as of Q4 2023, up from 615 in Q3 2023.
  • Funds reported $9.58B of Sony stock for Q4 2023, up 21% quarter-over-quarter.
  • 105 funds opened new Sony positions in Q4 2023 and 54 closed out, a net change of +51 holders.
  • The largest Sony buyer in Q4 2023 was Morgan Stanley, an estimated $402M added.
  • The largest Sony seller in Q4 2023 was Boston Partners, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2023.