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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
AIP
651
ARS Investment Partners
New York
-$228K -9,000 Closed
CW
652
CreativeOne Wealth
Kansas
-$226K -8,925 Closed
WA
653
Wealth Architects
California
-$224K -8,880 Closed
TW
654
Transform Wealth
Colorado
-$224K -8,840 Closed
PHIC
655
Pine Haven Investment Counsel
Massachusetts
-$222K -8,800 Closed
FNBT
656
FineMark National Bank & Trust
Florida
-$222K -8,775 Closed
WKSWA
657
White Knight Strategic Wealth Advisors
New Jersey
-$222K -8,775 Closed
CT
658
Cambridge Trust
Massachusetts
-$217K -8,600 Closed
CIA
659
Compass Ion Advisors
Pennsylvania
-$217K -8,590 Closed
SAM
660
Seelaus Asset Management
New Jersey
-$215K -8,500 Closed
BMCM
661
Burns Matteson Capital Management
New York
-$214K -8,465 Closed
RCAG
662
Rehmann Capital Advisory Group
Michigan
-$213K -8,415 Closed
JIP
663
Jaffetilchin Investment Partners
Florida
-$210K -8,325 Closed
KA
664
Kovack Advisors
Florida
-$202K -8,005 Closed
BIP
665
Blueprint Investment Partners
North Carolina
-$174K -6,875 Closed
CA
666
CoreCap Advisors
Michigan
-$161K -6,365 Closed
TSWM
667
Tyler-Stone Wealth Management
Ohio
-$126K -5,000 Closed
KCM
668
KRS Capital Management
Michigan
-$88K -3,500 Closed
EBA
669
Eagle Bay Advisors
New York
-$66K -2,595 Closed
BAM
670
Barrett Asset Management
New York
-$57K -2,250 Closed
SFM
671
Signet Financial Management
New Jersey
-$30K -1,175 Closed
PCA
672
Providence Capital Advisors
North Carolina
-$14K -560 Closed
WFS
673
Widmann Financial Services
Maryland
-$13K -525 Closed
AWA
674
Amplius Wealth Advisors
Pennsylvania
-$12K -495 Closed
NC
675
NewSquare Capital
Pennsylvania
-$11K -450 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.