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606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
626
U.S. Capital Wealth Advisors
Texas
-$45.8K -3,000 Closed
RFA
627
Resurgent Financial Advisors
Georgia
-$43.3K -2,840 Closed
LAM
628
Lyrical Asset Management
New York
-$21.3K -1,665 Closed
FFL
629
Financial Freedom LLC
Ohio
-$23K -1,505 Closed
MCC
630
Money Concepts Capital
Florida
-$20.6K -1,350 Closed
CAS
631
Coppell Advisory Solutions
Texas
-$19.1K -1,250 Closed
CASC
632
Coppell Advisory Solutions Corp
Texas
-$19.1K -1,250 Closed
RBC
633
Romano Brothers & Co
Illinois
-$16.8K -1,100 Closed
AP
634
Arlington Partners
Alabama
-$16.3K -1,070 Closed
AF
635
Affiance Financial
Minnesota
-$9.08K -595 Closed
MS
636
Madden Securities
Texas
-$8.01K -525 Closed
FA
637
Fiduciary Alliance
South Carolina
-$7.93K -520 Closed
DWP
638
Destiny Wealth Partners
Florida
-$6.87K -450 Closed
ZIG
639
Zullo Investment Group
Pennsylvania
-$6.48K -425 Closed
MPCL
640
My Personal CFO LLC
Washington
-$6.03K -395 Closed
LWP
641
Lumature Wealth Partners
Georgia
-$4.88K -320 Closed
MWC
642
MBM Wealth Consultants
Missouri
-$3K -210 Closed
CSPIA
643
Cary Street Partners Investment Advisory
Virginia
-$2.82K -185 Closed
MDCM
644
Morgan Dempsey Capital Management
Wisconsin
-$2.59K -170 Closed
RFS
645
Retirement Financial Solutions
Tennessee
-$1.53K -100 Closed
EE
646
EWG Elevate
California
-$1.37K -90 Closed
SC
647
Sierra Capital
Florida
-$1K -80 Closed
LAM
648
Lakewood Asset Management
Illinois
-$1K -45 Closed
OIA
649
Optimum Investment Advisors
Illinois
-$458 -30 Closed
SSG
650
Summit Securities Group
New York
+$87 +5 New

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.