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Sony
SONY

Overview Fund Activity

610 hedge funds and large institutions have $7.88B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 222 increasing their positions, 200 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-14
Holders Change %
-2.24%
% of All Funds
9.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
57
Increased
222
Reduced
200
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.6M
Net Calls Change
+$13.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$330M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$496M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88M
4
Ameriprise
4
Ameriprise
Minnesota
$34.1M
5
Bank of America
5
Bank of America
North Carolina
$381M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$3.25M
2
AM
2
AGF Management
Ontario, Canada
$106M
3
GCM
3
Gladstone Capital Management
United Kingdom
$0
4
TP
4
Theleme Partners
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSA
651
Cottage Street Advisors
Massachusetts
– -$246K -13,670 Closed
SWS
652
SYSTM Wealth Solutions
Illinois
– -$229K -12,720 Closed
PMA
653
Prudent Man Advisors
Illinois
– -$226K -12,530 Closed
DLA
654
Douglas Lane & Associates
New York
– -$217K -12,060 Closed
BCM
655
Brookstone Capital Management
Illinois
– -$212K -11,645 Closed
9WM
656
9258 Wealth Management
Ohio
– -$210K -11,640 Closed
ICG
657
InterOcean Capital Group
Tennessee
– -$208K -11,530 Closed
LSA
658
Lion Street Advisors
Texas
– -$261K -11,290 Closed
BIC
659
Beach Investment Counsel
Pennsylvania
– -$200K -11,125 Closed
RI
660
Ridgewood Investments
New Jersey
– -$44.4K -2,465 Closed
CG
661
Cutler Group
California
– -$37K -2,095 Closed
CFO
662
CVA Family Office
Colorado
– -$23.6K -1,310 Closed
WP
663
WealthPLAN Partners
Nebraska
– -$23.4K -1,300 Closed
HT
664
Headlands Technologies
Illinois
– -$23.1K -1,280 Closed
HS
665
Horan Securities
United States
– -$13.9K -770 Closed
FA
666
Fiduciary Alliance
South Carolina
– -$9.36K -520 Closed
TCOV
667
Trust Company of Vermont
Vermont
– -$4.5K -250 Closed
AIM
668
Arcadia Investment Management
Michigan
– -$4.5K -250 Closed
TWM
669
Tradition Wealth Management
Minnesota
– -$3K -190 Closed
IPW
670
Impact Partnership Wealth
Georgia
– -$3.15K -175 Closed
BWM
671
Baystate Wealth Management
Massachusetts
– -$2.35K -130 Closed
RG
672
Retirement Group
California
– -$1.98K -110 Closed
CCP
673
Carmel Capital Partners
California
– -$1.62K -90 Closed
FSWA
674
Financial Synergies Wealth Advisors
Texas
– -$1.08K -60 Closed
GJIA
675
Glass Jacobson Investment Advisors
Maryland
– -$451 -25 Closed
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