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527 hedge funds and large institutions have $9.67B invested in Sony in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $691M | Put options by funds: $163M

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

31% more capital invested

Capital invested by funds: $7.35B → $9.67B (+$2.31B)

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 157

15% more funds holding

Funds holding: 459527 (+68)

0.14% less ownership

Funds ownership: 38.05%37.91% (-0.14%)

Holders
527
Holders Change
+68
Holders Change %
+14.81%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
116
Increased
183
Reduced
157
Closed
41
Calls
$691M
Puts
$163M
Net Calls
+$528M
Net Calls Change
+$251M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$7.46M +$2.06M +118,605 +47%
AssetMark Inc
102
AssetMark Inc
California
$7.39M -$17.4K -1,000 -0.3%
Comerica Bank
103
Comerica Bank
Texas
$7.36M +$331K +19,060 +6%
TIM
104
Thornburg Investment Management
New Mexico
$7.34M +$1.61M +92,335 +34%
HCMT
105
Highland Capital Management (Tennessee)
Tennessee
$7.12M -$419K -24,075 -6%
ACM
106
Alight Capital Management
New York
$7.08M +$870K +50,000 +17%
SAM
107
Strategy Asset Managers
California
$6.95M +$89.2K +5,130 +2%
Jane Street
108
Jane Street
New York
$6.9M +$4.41M +253,335 +288%
Franklin Resources
109
Franklin Resources
California
$6.83M +$3.07M +176,650 +110%
IPW
110
Inlet Private Wealth
Florida
$6.73M -$25.7K -1,475 -0.4%
AS
111
Altshuler Shaham
Israel
$6.66M +$822K +47,270 +17%
Boston Partners
112
Boston Partners
Massachusetts
$6.59M +$1.07M +61,650 +23%
BAMCO Inc
113
BAMCO Inc
New York
$6.55M +$591K +34,010 +12%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$6.18M +$217K +12,500 +4%
OC
115
Oppenheimer & Co
New York
$6.14M +$380K +21,870 +8%
M&T Bank
116
M&T Bank
New York
$6M +$788K +45,305 +18%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$5.91M +$1.89M +108,630 +59%
FBB
118
Fulton Breakefield Broenniman
Maryland
$5.88M +$5.05M +290,645 New
MAM
119
Marketfield Asset Management
New York
$5.85M -$410K -23,575 -6%
SC
120
Scotia Capital
Ontario, Canada
$5.76M +$2.43M +139,560 +96%
FIM
121
Freedom Investment Management
Connecticut
$5.75M -$337K -19,400 -6%
CANY
122
Caxton Associates (New York)
New York
$5.63M -$787K -45,245 -14%
DCM
123
Delta Capital Management
New Jersey
$5.51M
First Trust Advisors
124
First Trust Advisors
Illinois
$5.45M -$184K -10,590 -4%
EGA
125
Eagle Global Advisors
Texas
$5.41M -$74.3K -4,275 -2%

SONY Hedge Fund Activity: Q4 2020 in Review

527 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2020, worth a combined $9.67B — up 31% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SONY positions and 41 closed out — a net gain of 75 holders — while 183 added to existing stakes and 157 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $86.3M. The largest seller was Primecap Management, cutting an estimated $188M.

  • 527 institutional investors held Sony (SONY) as of Q4 2020, up from 459 in Q3 2020.
  • Funds reported $9.67B of Sony stock for Q4 2020, up 31% quarter-over-quarter.
  • 116 funds opened new Sony positions in Q4 2020 and 41 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2020 was Holocene Advisors, an estimated $86.3M added.
  • The largest Sony seller in Q4 2020 was Primecap Management, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2020.