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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
ACM
76
Alight Capital Management
New York
$5.92M -$3.28M -250,000 -33%
Charles Schwab
77
Charles Schwab
California
$5.68M -$1.18M -89,815 -16%
CGH
78
Crossmark Global Holdings
Texas
$5.6M +$2.61M +199,350 +73%
CFB
79
Cullen/Frost Bankers
Texas
$5.38M +$275K +20,955 +5%
GCA
80
Greenwood Capital Associates
South Carolina
$5.35M +$3.53M +269,555 +148%
MAM
81
Marketfield Asset Management
New York
$5.17M -$1.16M -88,865 -17%
MIM
82
Martin Investment Management
Florida
$5.17M -$6.88K -525 -0.1%
FIM
83
Freedom Investment Management
Connecticut
$5.15M +$655K +49,995 +16%
ATIA
84
American Trust Investment Advisors
New Hampshire
$5.13M -$58K -4,425 -1%
WAS
85
Wealth Advisory Solutions
Indiana
$5.06M -$368K -28,060 -6%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$5.06M +$18.7K +1,425 +0.3%
JAM
87
Jolley Asset Management
North Carolina
$4.74M -$290K -22,100 -5%
HCMT
88
Highland Capital Management (Tennessee)
Tennessee
$4.61M +$124K +9,500 +2%
Allianz Asset Management
89
Allianz Asset Management
Germany
$4.37M -$1.82M -138,940 -27%
DCM
90
Delta Capital Management
New Jersey
$4.33M -$55.7K -4,250 -1%
First Trust Advisors
91
First Trust Advisors
Illinois
$4.28M -$774K -59,095 -14%
AssetMark Inc
92
AssetMark Inc
California
$4.26M -$35.7K -2,725 -0.8%
Comerica Bank
93
Comerica Bank
Texas
$4.21M -$68.7K -5,245 -2%
OC
94
Oppenheimer & Co
New York
$4.12M +$2.62M +199,990 +135%
IPW
95
Inlet Private Wealth
Florida
$4.09M +$3.28K +250 +0.1%
BCM
96
Bourgeon Capital Management
Connecticut
$3.93M +$375K +28,625 +9%
DCM
97
Discovery Capital Management
Connecticut
$3.91M +$4.33M +330,490 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$3.64M -$177K -13,475 -4%
GT
99
Glenmede Trust
Pennsylvania
$3.59M
US Bancorp
100
US Bancorp
Minnesota
$3.59M +$94.7K +7,225 +2%

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.