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Sony
SONY

615 hedge funds and large institutions have $7.89B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 224 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $186M | Put options by funds: $110M

11% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 201

1.35% less ownership

Funds ownership: 39.31% → 37.96% (-1.4%)

2% less funds holding

Funds holding: 629 → 615 (-14)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

12% less capital invested

Capital invested by funds: $8.93B → $7.89B (-$1.03B)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

Holders
615
Holders Change
-14
Holders Change %
-2.23%
% of All Funds
9.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
57
Increased
224
Reduced
201
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.7M
Net Calls Change
+$13.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$42.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$36.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.1M
4
Ameriprise
Ameriprise
Minnesota
+$20.4M
5
Bank of America
Bank of America
North Carolina
+$19.2M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$103M
2
AM
AGF Management
Ontario, Canada
-$82.1M
3
GCM
Gladstone Capital Management
United Kingdom
-$43.1M
4
TP
Theleme Partners
United Kingdom
-$32.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
651
Knollwood Investment Advisory
Maryland
– -$458K -25,450 Closed
CRI
652
Colonial River Investments
Virginia
– -$454K -25,210 Closed
CWM
653
Cordatus Wealth Management
Pennsylvania
– -$444K -24,680 Closed
FWIA
654
Fort Washington Investment Advisors
Ohio
– -$393K -21,825 Closed
CCIA
655
Campbell & Co Investment Adviser
Maryland
– -$311K -17,260 Closed
CSA
656
Cottage Street Advisors
Massachusetts
– -$246K -13,670 Closed
SWS
657
SYSTM Wealth Solutions
Illinois
– -$229K -12,720 Closed
PMA
658
Prudent Man Advisors
Illinois
– -$226K -12,530 Closed
DLA
659
Douglas Lane & Associates
New York
– -$217K -12,060 Closed
BCM
660
Brookstone Capital Management
Illinois
– -$212K -11,645 Closed
9WM
661
9258 Wealth Management
Ohio
– -$210K -11,640 Closed
ICG
662
InterOcean Capital Group
Tennessee
– -$208K -11,530 Closed
LSA
663
Lion Street Advisors
Texas
– -$261K -11,290 Closed
BIC
664
Beach Investment Counsel
Pennsylvania
– -$200K -11,125 Closed
RI
665
Ridgewood Investments
New Jersey
– -$44.4K -2,465 Closed
CG
666
Cutler Group
California
– -$36.6K -2,095 Closed
CFO
667
CVA Family Office
Colorado
– -$23.6K -1,310 Closed
WP
668
WealthPLAN Partners
Nebraska
– -$23.4K -1,300 Closed
HT
669
Headlands Technologies
Illinois
– -$23.1K -1,280 Closed
HS
670
Horan Securities
United States
– -$13.9K -770 Closed
FA
671
Fiduciary Alliance
South Carolina
– -$9.36K -520 Closed
AIM
672
Arcadia Investment Management
Michigan
– -$4.5K -250 Closed
TCOV
673
Trust Company of Vermont
Vermont
– -$4.5K -250 Closed
TWM
674
Tradition Wealth Management
Minnesota
– -$3K -190 Closed
IPW
675
Impact Partnership Wealth
Georgia
– -$3.15K -175 Closed
24 25 26
27
28

SONY Hedge Fund Activity: Q3 2023 in Review

615 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2023, worth a combined $7.89B — down 12% from $8.93B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SONY and 57 opened new positions — a net loss of 9 holders — while 201 trimmed existing stakes and 224 added.

The largest buyer was BlackRock, adding an estimated $42.7M. The largest seller was Point72 Asset Management, cutting an estimated $103M.

  • 615 institutional investors held Sony (SONY) as of Q3 2023, down from 629 in Q2 2023.
  • Funds reported $7.89B of Sony stock for Q3 2023, down 12% quarter-over-quarter.
  • 57 funds opened new Sony positions in Q3 2023 and 66 closed out, a net change of -9 holders.
  • The largest Sony buyer in Q3 2023 was BlackRock, an estimated $42.7M added.
  • The largest Sony seller in Q3 2023 was Point72 Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2023.