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607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$12.7M -$16.7M -769,290 -55%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$12.6M +$901K +41,475 +7%
FLII
78
First Long Island Investors
New York
$12.4M +$4.7M +216,070 +56%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$11.8M -$972K -44,730 -7%
HAM
80
Harber Asset Management
North Carolina
$11.8M -$407K -18,720 -3%
Truist Financial
81
Truist Financial
North Carolina
$11.7M -$1.45M -66,780 -11%
Norges Bank
82
Norges Bank
Norway
$11.1M
CA
83
CapWealth Advisors
Tennessee
$11M -$28K -1,290 -0.2%
JP Morgan Chase
84
JP Morgan Chase
New York
$11M -$12.6K -580 -0.1%
HHMI
85
Howard Hughes Medical Institute
Maryland
$10.8M
LIM
86
Lathrop Investment Management
Arkansas
$10.6M +$1.97M +90,480 +21%
SC
87
Scotia Capital
Ontario, Canada
$10.6M +$1.81M +83,485 +19%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$10.3M -$975K -44,865 -8%
PHS
89
Pekin Hardy Strauss
Illinois
$9.74M +$1.68M +77,425 +20%
CFB
90
Cullen/Frost Bankers
Texas
$9.62M +$203K +9,320 +2%
CIBC Asset Management
91
CIBC Asset Management
Ontario, Canada
$9.43M -$7.28K -335 -0.1%
M&T Bank
92
M&T Bank
New York
$9.41M +$673K +30,945 +7%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$9.22M -$157K -7,245 -2%
AssetMark Inc
94
AssetMark Inc
California
$8.95M +$386K +17,765 +4%
Citadel Advisors
95
Citadel Advisors
Florida
$8.87M -$62.9M -2,893,840 -87%
BGDI
96
BW Gestao de Investimentos
Brazil
$8.87M +$9.38M +431,670 New
SGDR
97
SPX Gestao de Recursos
Brazil
$8.68M -$1.83M -84,325 -17%
Franklin Resources
98
Franklin Resources
California
$8.61M -$139K -6,415 -2%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$8.43M +$439K +20,190 +5%
CGH
100
Crossmark Global Holdings
Texas
$8.31M +$340K +15,660 +4%

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.