SONY icon

Sony
SONY

Overview Fund Activity

652 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, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
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
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WGAM
676
Wilkinson Global Asset Management
New York
– -$227K -13,800 Closed
SQA
677
Simon Quick Advisors
New Jersey
– -$215K -13,070 Closed
SW
678
SkyOak Wealth
Michigan
– -$206K -12,500 Closed
CA
679
Crewe Advisors
Utah
– -$174K -10,550 Closed
Acadian Asset Management
680
Acadian Asset Management
Massachusetts
– -$169K -10,300 Closed
BAAM
681
Baker Avenue Asset Management
California
– -$97.7K -5,925 Closed
Parallax Volatility Advisers
682
Parallax Volatility Advisers
California
– -$97K -5,885 Closed
TJHA
683
Thomas J. Herzfeld Advisors
Florida
– -$96K -5,825 Closed
VAG
684
VisionPoint Advisory Group
Texas
– -$72.6K -4,405 Closed
SFCL
685
Strengthening Families & Communities LLC
Massachusetts
– -$26K -1,575 Closed
GA
686
GoalVest Advisory
New York
– -$23.9K -1,450 Closed
PHAM
687
Portland Hill Asset Management
United Kingdom
– -$24K -1,450 Closed
ATC
688
Adirondack Trust Company
New York
– -$12.8K -775 Closed
IAS
689
IMA Advisory Services
Colorado
– -$12.3K -745 Closed
FRA
690
Front Row Advisors
California
– -$10.1K -615 Closed
EAM
691
Erste Asset Management
Austria
– -$9.07K -550 Closed
NFSG
692
Newbridge Financial Services Group
Florida
– -$7.42K -450 Closed
BG
693
Bollard Group
Massachusetts
– -$6K -345 Closed
FAM
694
Flaharty Asset Management
Florida
– -$4.53K -275 Closed
AFS
695
Annapolis Financial Services
Maryland
– -$3.96K -240 Closed
OP
696
ORG Partners
Indiana
– -$3.63K -220 Closed
VWM
697
Venturi Wealth Management
Texas
– -$2.23K -135 Closed
PCTC
698
Perkins Coie Trust Company
Washington
– -$2.22K -135 Closed
TFGT
699
TS Financial Group (TSFG)
Illinois
– -$2K -125 Closed
NIC
700
Northwest Investment Counselors
Oregon
– -$1.98K -120 Closed
25 26 27
28
29