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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
PCTC
701
Perkins Coie Trust Company
Washington
– -$2.22K -135 Closed
VWM
702
Venturi Wealth Management
Texas
– -$2.23K -135 Closed
TFGT
703
TS Financial Group (TSFG)
Illinois
– -$2K -125 Closed
NIC
704
Northwest Investment Counselors
Oregon
– -$1.98K -120 Closed
TFM
705
TFC Financial Management
Massachusetts
– -$1.98K -120 Closed
SCA
706
Stonebridge Capital Advisors
Minnesota
– -$907 -55 Closed
MA
707
MCF Advisors
Kentucky
– -$825 -50 Closed
CAL
708
Capital Analysts LLC
Pennsylvania
– -$1K -35 Closed
25 26 27 28
29

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.