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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
HHMI
76
Howard Hughes Medical Institute
Maryland
$11.7M -$1.58M -75,000 -12%
Norges Bank
77
Norges Bank
Norway
$11.4M
DZ Bank
78
DZ Bank
Germany
$11.4M +$158K +7,500 +1%
Geode Capital Management
79
Geode Capital Management
Massachusetts
$11.4M -$1.49M -70,760 -12%
KSCM
80
Key Square Capital Management
Connecticut
$11.4M -$4.4M -208,165 -28%
CA
81
CapWealth Advisors
Tennessee
$11.2M -$259K -12,275 -2%
PHS
82
Pekin Hardy Strauss
Illinois
$10.6M -$275K -13,000 -3%
SG Americas Securities
83
SG Americas Securities
New York
$10.5M +$10.4M +490,545 +9,695%
CFB
84
Cullen/Frost Bankers
Texas
$10.4M -$536K -25,365 -5%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$10.3M +$9.98M +472,625 +4,297%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$10.2M -$388K -18,385 -4%
BCM
87
Bourgeon Capital Management
Connecticut
$9.97M -$1.94M -91,700 -16%
TIM
88
Thornburg Investment Management
New Mexico
$9.38M +$1.68M +79,450 +22%
CGH
89
Crossmark Global Holdings
Texas
$9.15M -$960K -45,455 -10%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$8.96M -$2.24M -106,005 -20%
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.96M +$8.92M +422,470 New
IAM
92
Impala Asset Management
Florida
$8.63M +$8.6M +407,200 New
Franklin Resources
93
Franklin Resources
California
$8.36M +$1.19M +56,560 +17%
Comerica Bank
94
Comerica Bank
Texas
$8.29M +$280K +13,265 +4%
US Bancorp
95
US Bancorp
Minnesota
$7.9M -$1.83M -86,635 -19%
AS
96
Altshuler Shaham
Israel
$7.68M +$697K +32,985 +10%
AssetMark Inc
97
AssetMark Inc
California
$7.63M -$124K -5,855 -2%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$7.46M +$1.26M +59,830 +20%
Deutsche Bank
99
Deutsche Bank
Germany
$7.39M +$5.12M +242,635 +229%
HCMT
100
Highland Capital Management (Tennessee)
Tennessee
$7.3M -$168K -7,950 -2%

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.