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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$10.7M +$1.2M +63,135 +13%
TRSOTSOK
77
Teachers Retirement System of the State of Kentucky
Kentucky
$10.5M -$303K -16,000 -3%
UBS Group
78
UBS Group
Switzerland
$10.5M -$2.89M -152,385 -22%
CFB
79
Cullen/Frost Bankers
Texas
$10.3M +$19.3K +1,020 +0.2%
Osaic Holdings
80
Osaic Holdings
Arizona
$10.2M -$5.71M -301,440 -36%
Norges Bank
81
Norges Bank
Norway
$10.2M – – –
QOP
82
Quinn Opportunity Partners
Virginia
$10.2M – – –
Truist Financial
83
Truist Financial
North Carolina
$9.61M +$2.09M +110,360 +28%
HJIM
84
Henry James International Management
New York
$9.4M -$50.6K -2,670 -0.5%
Citadel Advisors
85
Citadel Advisors
Florida
$9.32M +$4.53M +239,155 +94%
CA
86
CapWealth Advisors
Tennessee
$9.32M +$86.5K +4,570 +0.9%
OAM
87
Oppenheimer Asset Management
New York
$9.18M +$3.76M +198,805 +70%
AssetMark Inc
88
AssetMark Inc
California
$9.12M +$435K +22,965 +5%
RPA
89
Rock Point Advisors
Vermont
$9.07M -$88.3K -4,660 -1%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$8.23M -$393K -20,740 -5%
SC
91
Scotia Capital
Ontario, Canada
$7.94M -$10.1K -535 -0.1%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$7.76M +$571K +30,150 +8%
M&T Bank
93
M&T Bank
New York
$7.71M -$275K -14,540 -3%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$7.7M +$2.99M +158,020 +64%
CGH
95
Crossmark Global Holdings
Texas
$7.64M +$34.3K +1,810 +0.5%
Twin Tree Management
96
Twin Tree Management
Texas
$7.53M +$7.53M +397,735 +497,169%
PHS
97
Pekin Hardy Strauss
Illinois
$7.47M -$442K -23,330 -6%
B
98
Bailard
California
$7.41M -$594K -31,375 -7%
LOPW
99
Live Oak Private Wealth
North Carolina
$7.21M +$31.5K +1,665 +0.4%
BCI
100
Brinker Capital Investments
Pennsylvania
$6.51M +$204K +11,035 +3%
2 3
4
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