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607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
626
High Pointe Capital Management
Illinois
-$619K -24,500 Closed
MPM
627
MBB Public Markets
Illinois
-$610K -24,115 Closed
Parallax Volatility Advisers
628
Parallax Volatility Advisers
California
-$520K -23,925 Closed
Allianz Asset Management
629
Allianz Asset Management
Germany
-$597K -23,625 Closed
Simplex Trading
630
Simplex Trading
Illinois
-$507K -23,315 Closed
LG
631
Leuthold Group
Minnesota
-$533K -21,100 Closed
HTC
632
Haverford Trust Company
Pennsylvania
-$531K -21,000 Closed
MAM
633
Morse Asset Management
Connecticut
-$501K -19,800 Closed
IFG
634
Independent Financial Group
California
-$375K -14,830 Closed
SI
635
Scout Investments
Missouri
-$333K -13,155 Closed
OIA
636
OneDigital Investment Advisors
Kansas
-$295K -11,660 Closed
JWCA
637
J.W. Cole Advisors
Florida
-$294K -11,650 Closed
SYBT
638
Stock Yards Bank & Trust
Kentucky
-$281K -11,105 Closed
LSA
639
Lion Street Advisors
Texas
-$282K -11,095 Closed
BAAM
640
Baker Avenue Asset Management
California
-$270K -10,675 Closed
SC
641
Shay Capital
New York
-$267K -10,545 Closed
BCM
642
Brookstone Capital Management
Illinois
-$257K -10,350 Closed
BCP
643
Blackhawk Capital Partners
Wisconsin
-$261K -10,325 Closed
CB
644
Commerce Bank
Missouri
-$256K -10,095 Closed
PCA
645
Personal Capital Advisors
California
-$245K -9,845 Closed
CIAS
646
Capital Investment Advisory Services
North Carolina
-$240K -9,505 Closed
FAFN
647
First Affirmative Financial Network
Colorado
-$240K -9,475 Closed
LWM
648
Liberty Wealth Management
California
-$236 -9,370 Closed
VVP
649
Venture Visionary Partners
Ohio
-$236K -9,365 Closed
WAM
650
Weatherly Asset Management
California
-$230K -9,110 Closed

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.