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419 hedge funds and large institutions have $5.68B invested in Sony in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 168 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

2% less funds holding

Funds holding: 426419 (-7)

3.63% less ownership

Funds ownership: 41.68%38.05% (-3.6%)

17% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $114M

21% less capital invested

Capital invested by funds: $7.21B → $5.68B (-$1.53B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

31% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 168

Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.23%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.37%
New
62
Increased
116
Reduced
168
Closed
64
Calls
$94.9M
Puts
$114M
Net Calls
-$19M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
51
Arnhold LLC
New York
$9.84M +$2.5M +191,075 +30%
CC
52
Carlson Capital
Texas
$9.74M -$10.2M -778,910 -49%
OMC
53
Old Mission Capital
Illinois
$9.55M +$10.6M +806,635 New
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$9.27M -$3.13M -238,820 -23%
CIBC Asset Management
55
CIBC Asset Management
Ontario, Canada
$9.08M -$1.22M -93,065 -11%
HJIM
56
Henry James International Management
New York
$9.08M -$2.69K -205 -0%
Geode Capital Management
57
Geode Capital Management
Massachusetts
$9.03M +$3.61M +275,225 +56%
FFA
58
First Foundation Advisors
California
$8.91M -$5.47M -417,770 -36%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$8.78M -$591K -45,115 -6%
DFO
60
Duquesne Family Office
New York
$8.66M -$5.19M -396,000 -35%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$8.43M +$1.2M +91,475 +15%
Stifel Financial
62
Stifel Financial
Missouri
$8.15M +$267K +20,410 +3%
PHS
63
Pekin Hardy Strauss
Illinois
$8.04M -$3.71M -282,780 -29%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$7.88M -$2.35M -179,035 -21%
Lazard Asset Management
65
Lazard Asset Management
New York
$7.86M -$750K -57,230 -8%
HHMI
66
Howard Hughes Medical Institute
Maryland
$7.69M -$1.64M -125,000 -16%
Truist Financial
67
Truist Financial
North Carolina
$7.3M -$419K -31,965 -5%
SC
68
SouthState Corp
Florida
$7.11M -$577K -43,995 -7%
CCA
69
Castle Creek Arbitrage
Colorado
$7.1M +$7.86M +600,040 New
RJA
70
Raymond James & Associates
Florida
$6.87M +$232K +17,690 +3%
JP Morgan Chase
71
JP Morgan Chase
New York
$6.76M -$108K -8,265 -1%
CA
72
CapWealth Advisors
Tennessee
$6.63M -$677K -51,625 -8%
SGDR
73
SPX Gestao de Recursos
Brazil
$6.59M +$7.3M +557,000 New
CCMIC
74
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$6.45M +$7.15M +545,225 New
Norges Bank
75
Norges Bank
Norway
$6.37M

SONY Hedge Fund Activity: Q1 2020 in Review

419 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2020, worth a combined $5.68B — down 21% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of SONY and 62 opened new positions — a net loss of 2 holders — while 168 trimmed existing stakes and 116 added.

The largest buyer was Soroban Capital Partners, opening a new position worth an estimated $53.3M. The largest seller was Primecap Management, cutting an estimated $297M.

  • 419 institutional investors held Sony (SONY) as of Q1 2020, down from 426 in Q4 2019.
  • Funds reported $5.68B of Sony stock for Q1 2020, down 21% quarter-over-quarter.
  • 62 funds opened new Sony positions in Q1 2020 and 64 closed out, a net change of -2 holders.
  • The largest Sony buyer in Q1 2020 was Soroban Capital Partners, an estimated $53.3M added.
  • The largest Sony seller in Q1 2020 was Primecap Management, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2020.