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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
UBS Group
76
UBS Group
Switzerland
$11.5M -$4.33K -250 -0%
RA
77
Rovida Advisors
Florida
$11.1M
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$10.6M +$3.59M +207,220 +55%
QOP
79
Quinn Opportunity Partners
Virginia
$10.5M
CFB
80
Cullen/Frost Bankers
Texas
$10.1M -$313K -18,060 -3%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$9.9M -$884K -51,015 -9%
Norges Bank
82
Norges Bank
Norway
$9.76M
MG
83
Markel Group
Virginia
$9.53M +$474K +27,360 +5%
FHCM
84
Force Hill Capital Management
New York
$9.38M +$1.24M +71,430 +16%
RPA
85
Rock Point Advisors
Vermont
$9.37M -$172K -9,915 -2%
Osaic Holdings
86
Osaic Holdings
Arizona
$9.2M +$3.14M +180,920 +55%
Citadel Advisors
87
Citadel Advisors
Florida
$8.98M -$23.6M -1,361,770 -73%
PHS
88
Pekin Hardy Strauss
Illinois
$8.95M -$626K -36,100 -7%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$8.79M -$57.9K -3,340 -0.7%
CA
90
CapWealth Advisors
Tennessee
$8.62M -$1.45M -83,450 -15%
M&T Bank
91
M&T Bank
New York
$8.49M -$536K -30,915 -6%
Lazard Asset Management
92
Lazard Asset Management
New York
$8.13M +$46.6K +2,690 +0.6%
B
93
Bailard
California
$8.11M +$124K +7,175 +2%
ACM
94
Anomaly Capital Management
New York
$7.95M -$111M -6,403,045 -94%
3CP
95
3G Capital Partners
New York
$7.93M +$7.58M +437,500 New
AssetMark Inc
96
AssetMark Inc
California
$7.92M +$771K +44,490 +11%
EI
97
Ethic Inc
New York
$7.76M +$358K +20,670 +5%
Truist Financial
98
Truist Financial
North Carolina
$7.54M +$213K +12,275 +3%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$7.49M
Russell Investments Group
100
Russell Investments Group
United Kingdom
$7.38M +$2.1M +120,895 +42%

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.