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Sony
SONY

615 hedge funds and large institutions have $7.89B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 224 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $186M | Put options by funds: $110M

11% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 201

1.35% less ownership

Funds ownership: 39.31% → 37.96% (-1.4%)

2% less funds holding

Funds holding: 629 → 615 (-14)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

12% less capital invested

Capital invested by funds: $8.93B → $7.89B (-$1.03B)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

Holders
615
Holders Change
-14
Holders Change %
-2.23%
% of All Funds
9.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
57
Increased
224
Reduced
201
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.7M
Net Calls Change
+$13.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$42.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$36.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.1M
4
Ameriprise
Ameriprise
Minnesota
+$20.4M
5
Bank of America
Bank of America
North Carolina
+$19.2M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$103M
2
AM
AGF Management
Ontario, Canada
-$82.1M
3
GCM
Gladstone Capital Management
United Kingdom
-$43.1M
4
TP
Theleme Partners
United Kingdom
-$32.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGI
51
Foresight Global Investors
New York
$16.1M -$50.6K -2,900 -0.3%
NC
52
Nixon Capital
Texas
$16M +$133K +7,610 +0.8%
American Century Companies
53
American Century Companies
Missouri
$15.9M +$842K +48,260 +5%
CI
54
Cambiar Investors
Colorado
$15.5M -$6.74M -386,475 -29%
AI
55
Aperture Investors
New York
$15.1M +$1.44M +82,485 +10%
SAM
56
Silvercrest Asset Management
New York
$14.9M +$1.45M +83,280 +10%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$14.6M -$1.5M -85,910 -9%
HAM
58
Harber Asset Management
North Carolina
$14.2M +$3.52M +201,845 +31%
Osaic Holdings
59
Osaic Holdings
Arizona
$13.9M +$5.85M +335,490 +66%
CWM
60
Cabot Wealth Management
Massachusetts
$13.4M +$306K +17,520 +2%
AllianceBernstein
61
AllianceBernstein
Tennessee
$13.4M +$12.6M +724,500 +809%
AL
62
Arnhold LLC
New York
$13.3M -$17.5K -1,000 -0.1%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$13.2M -$56.1K -3,215 -0.4%
TIM
64
Thornburg Investment Management
New Mexico
$13.1M -$37.4K -2,145 -0.3%
AAIS
65
ABN AMRO Investment Solutions
$12.2M -$4.8M -275,000 -27%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$12M -$3.2M -183,385 -21%
MWM
67
Moran Wealth Management
Florida
$11.8M -$1.91M -109,385 -13%
LIM
68
Lathrop Investment Management
Arkansas
$11.7M -$539K -30,890 -4%
UBS Group
69
UBS Group
Switzerland
$11.7M -$571K -32,740 -4%
SC
70
SouthState Corp
Florida
$11.5M -$213K -12,180 -2%
Lazard Asset Management
71
Lazard Asset Management
New York
$11.3M +$2.52M +144,130 +27%
Nomura Holdings
72
Nomura Holdings
Japan
$11M +$11.6M +666,250 New
BFA
73
Beaumont Financial Advisors
Massachusetts
$10.9M -$47K -2,695 -0.4%
Capital Fund Management (CFM)
74
Capital Fund Management (CFM)
France
$10.1M +$2.92M +167,100 +38%
TAM
75
Tocqueville Asset Management
New York
$10M +$743K +42,575 +8%
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SONY Hedge Fund Activity: Q3 2023 in Review

615 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2023, worth a combined $7.89B — down 12% from $8.93B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SONY and 57 opened new positions — a net loss of 9 holders — while 201 trimmed existing stakes and 224 added.

The largest buyer was BlackRock, adding an estimated $42.7M. The largest seller was Point72 Asset Management, cutting an estimated $103M.

  • 615 institutional investors held Sony (SONY) as of Q3 2023, down from 629 in Q2 2023.
  • Funds reported $7.89B of Sony stock for Q3 2023, down 12% quarter-over-quarter.
  • 57 funds opened new Sony positions in Q3 2023 and 66 closed out, a net change of -9 holders.
  • The largest Sony buyer in Q3 2023 was BlackRock, an estimated $42.7M added.
  • The largest Sony seller in Q3 2023 was Point72 Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2023.