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426 hedge funds and large institutions have $7.21B invested in Sony in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 116 increasing their positions, 140 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 35

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

14% more funds holding

Funds holding: 373426 (+53)

14% more call options, than puts

Call options by funds: $179M | Put options by funds: $157M

12% more capital invested

Capital invested by funds: $6.41B → $7.21B (+$798M)

0.98% less ownership

Funds ownership: 42.66%41.68% (-0.98%)

17% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 140

Holders
426
Holders Change
+53
Holders Change %
+14.21%
% of All Funds
8.39%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.45%
New
96
Increased
116
Reduced
140
Closed
35
Calls
$179M
Puts
$157M
Net Calls
+$21.9M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Anavon Capital
United Kingdom
$13.6M +$12.5M +1,002,250 New
PHS
52
Pekin Hardy Strauss
Illinois
$13.1M +$3.09M +248,030 +35%
CIBC Asset Management
53
CIBC Asset Management
Ontario, Canada
$11.7M -$5.78M -463,990 -35%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$11.5M -$40.5K -3,250 -0.4%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$10.7M -$2.37M -189,750 -19%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$10.6M -$8.8M -706,000 -48%
HHMI
57
Howard Hughes Medical Institute
Maryland
$10.5M
HJIM
58
Henry James International Management
New York
$10.4M -$13.2K -1,055 -0.1%
ACM
59
Alight Capital Management
New York
$10.2M +$3.12M +250,000 +50%
UCFA
60
United Capital Financial Advisors
Texas
$10.1M +$68.5K +5,495 +0.7%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$9.87M -$29.6M -2,375,770 -77%
Lazard Asset Management
62
Lazard Asset Management
New York
$9.81M -$1.12M -90,020 -11%
Citadel Advisors
63
Citadel Advisors
Florida
$9.76M -$4.79M -384,345 -35%
Stifel Financial
64
Stifel Financial
Missouri
$9.11M +$1.07M +86,040 +15%
Truist Financial
65
Truist Financial
North Carolina
$8.83M +$3.84M +308,095 +90%
SC
66
SouthState Corp
Florida
$8.77M +$137K +10,970 +2%
AL
67
Arnhold LLC
New York
$8.7M +$1.06M +84,870 +15%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$8.45M -$1.74M -139,565 -18%
CA
69
CapWealth Advisors
Tennessee
$8.33M -$162K -13,005 -2%
CANY
70
Caxton Associates (New York)
New York
$8M +$7.33M +588,090 New
ECM
71
ExodusPoint Capital Management
New York
$7.96M +$2.13M +170,525 +41%
JP Morgan Chase
72
JP Morgan Chase
New York
$7.88M -$119K -9,535 -2%
Charles Schwab
73
Charles Schwab
California
$7.74M +$6.41M +513,950 +927%
RJA
74
Raymond James & Associates
Florida
$7.65M +$1.49M +119,540 +27%
Norges Bank
75
Norges Bank
Norway
$7.32M

SONY Hedge Fund Activity: Q4 2019 in Review

426 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2019, worth a combined $7.21B — up 12% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SONY positions and 35 closed out — a net gain of 61 holders — while 116 added to existing stakes and 140 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $254M. The largest seller was Bank of America, cutting an estimated $163M.

  • 426 institutional investors held Sony (SONY) as of Q4 2019, up from 373 in Q3 2019.
  • Funds reported $7.21B of Sony stock for Q4 2019, up 12% quarter-over-quarter.
  • 96 funds opened new Sony positions in Q4 2019 and 35 closed out, a net change of +61 holders.
  • The largest Sony buyer in Q4 2019 was Aristotle Capital Management, an estimated $254M added.
  • The largest Sony seller in Q4 2019 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2019.