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606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$18.6M +$6.7M +386,585 +61%
Ameriprise
52
Ameriprise
Minnesota
$18.5M -$3.88M -223,685 -18%
AIMCA
53
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.1M
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$17.8M -$17.7M -1,022,870 -51%
HAM
55
Harber Asset Management
North Carolina
$17.5M +$1.31M +75,315 +8%
NC
56
Nixon Capital
Texas
$17.4M +$374K +21,590 +2%
FGI
57
Foresight Global Investors
New York
$17.3M +$16.5M +953,440 New
TAM
58
Tocqueville Asset Management
New York
$16M -$255K -14,700 -2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$15.7M +$141K +8,140 +1%
MWM
60
Moran Wealth Management
Florida
$15.1M +$2.93M +169,065 +25%
American Century Companies
61
American Century Companies
Missouri
$15M +$2.31M +133,110 +19%
AL
62
Arnhold LLC
New York
$14.6M -$373K -21,550 -3%
TIM
63
Thornburg Investment Management
New Mexico
$14.6M -$3.29K -190 -0%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$14.3M +$1.08M +62,340 +9%
CWM
65
Cabot Wealth Management
Massachusetts
$14.2M +$13.5K +780 +0.1%
TAM
66
Todd Asset Management
Kentucky
$14.2M +$187K +10,780 +1%
SAM
67
Silvercrest Asset Management
New York
$14M -$1.09M -62,755 -8%
AI
68
Aperture Investors
New York
$13.7M -$629K -36,270 -5%
LP
69
LMR Partners
United Kingdom
$13.5M +$793K +45,780 +7%
SC
70
SouthState Corp
Florida
$13M -$142K -8,195 -1%
BFA
71
Beaumont Financial Advisors
Massachusetts
$12.2M -$104K -5,980 -0.9%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$12M +$245K +14,120 +2%
Voloridge Investment Management
73
Voloridge Investment Management
Florida
$11.9M -$6.99M -403,045 -38%
LIM
74
Lathrop Investment Management
Arkansas
$11.6M +$1.65M +95,165 +17%
HJIM
75
Henry James International Management
New York
$11.6M +$218K +12,570 +2%

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.