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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
BHWM
626
Beaird Harris Wealth Management
Texas
$2.46K +$2.25K +130 New
GC
627
Gould Capital
Washington
$2.37K – – –
SWM
628
Sanctuary Wealth Management
Idaho
$2.37K – – –
EWM
629
Evermay Wealth Management
Virginia
$2.27K – – –
LA
630
LM Advisors
California
$2.27K +$2.08K +120 New
AWM
631
Abound Wealth Management
Tennessee
$2.08K +$260 +15 +16%
JFGIW
632
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.08K +$1.91K +110 New
FP
633
Financial Perspectives
Minnesota
$1.99K – – –
IHWM
634
Iron Horse Wealth Management
Iowa
$1.99K – – –
M
635
MOTCO
Texas
$1.99K – – –
OLVIG
636
Oliver Lagore Vanvalin Investment Group
Michigan
$1.89K -$2.34K -135 -57%
RWPA
637
Richard W. Paul & Associates
Michigan
$1.89K – – –
SN
638
Sittner & Nelson
Oregon
$1.89K – – –
CPG
639
Cornerstone Planning Group
New Jersey
$1.8K – – –
CAM
640
ClariVest Asset Management
California
$1.61K +$1.48K +85 New
BAM
641
Byrne Asset Management
New Jersey
$1.5K – – –
GGI
642
Godsey & Gibb Inc
Virginia
$1.42K – – –
CFS
643
CGC Financial Services
Oregon
$1.42K – – –
TFA
644
Transamerica Financial Advisors
Florida
$1K – – –
FWM
645
Focused Wealth Management
New York
$955 – – –
BWAM
646
Boyd Watterson Asset Management
Ohio
$947 – – –
WAM
647
WFA Asset Management
Wisconsin
$758 – – –
PO
648
Private Ocean
California
$758 +$694 +40 New
NMG
649
New Millennium Group
Utah
$576 – – –
EL
650
EMFO LLC
Florida
$474 – – –
24 25
26
27 28

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.