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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
SAM
101
Strategy Asset Managers
California
$7.18M -$113K -5,335 -2%
CIBC Asset Management
102
CIBC Asset Management
Ontario, Canada
$7M -$10.7M -506,235 -61%
Creative Planning
103
Creative Planning
Kansas
$6.92M -$898K -42,540 -12%
OC
104
Oppenheimer & Co
New York
$6.92M +$472K +22,335 +7%
BAMCO Inc
105
BAMCO Inc
New York
$6.87M
MAM
106
Marketfield Asset Management
New York
$6.83M -$1.25M -59,280 -16%
IPW
107
Inlet Private Wealth
Florida
$6.82M -$243K -11,500 -3%
M&T Bank
108
M&T Bank
New York
$6.66M +$367K +17,355 +6%
EGA
109
Eagle Global Advisors
Texas
$6.65M +$978K +46,325 +17%
PWAG
110
Polaris Wealth Advisory Group
California
$6.61M +$986K +46,670 +19%
FIM
111
Freedom Investment Management
Connecticut
$6.45M +$412K +19,490 +7%
Osaic Holdings
112
Osaic Holdings
Arizona
$6.4M +$991K +46,915 +18%
SC
113
Scotia Capital
Ontario, Canada
$6.2M +$162K +7,665 +3%
Boston Partners
114
Boston Partners
Massachusetts
$6.16M -$750K -35,525 -11%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$6.12M +$953K +45,120 +19%
CAM
116
Close Asset Management
United Kingdom
$5.93M +$5.9M +279,525 New
Alkeon Capital Management
117
Alkeon Capital Management
New York
$5.83M +$5.81M +275,000 New
DCM
118
Delta Capital Management
New Jersey
$5.8M +$20.1K +950 +0.3%
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$5.73M -$741K -35,085 -11%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$5.56M +$28.5K +1,350 +0.5%
LPL Financial
121
LPL Financial
California
$5.54M +$787K +37,265 +17%
PI
122
PEAK6 Investments
Illinois
$5.39M -$11.1M -523,735 -67%
First Trust Advisors
123
First Trust Advisors
Illinois
$5.35M -$365K -17,260 -6%
GCA
124
Greenwood Capital Associates
South Carolina
$5.23M -$5.21M -246,855 -50%
ATIA
125
American Trust Investment Advisors
New Hampshire
$5.11M -$3.85M -182,135 -43%

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.