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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
CGH
101
Crossmark Global Holdings
Texas
$7.22M -$182K -10,520 -3%
OC
102
Oppenheimer & Co
New York
$6.98M +$488K +28,140 +8%
LOPW
103
Live Oak Private Wealth
North Carolina
$6.74M +$418K +24,095 +7%
US Bancorp
104
US Bancorp
Minnesota
$6.68M +$732K +42,210 +13%
SC
105
Scotia Capital
Ontario, Canada
$6.67M -$248K -14,285 -4%
RG
106
Renaissance Group
Kentucky
$6.64M -$213K -12,300 -3%
LPL Financial
107
LPL Financial
California
$6.51M +$482K +27,795 +8%
BCI
108
Brinker Capital Investments
Pennsylvania
$6.48M +$1.03M +59,470 +20%
OPS
109
Orion Portfolio Solutions
Nebraska
$6.48M +$6.19M +357,335 New
OAMG
110
Odey Asset Management Group
United Kingdom
$6.41M +$3.73M +215,000 +155%
1832 Asset Management
111
1832 Asset Management
Ontario, Canada
$6.19M -$3.57M -205,845 -38%
PI
112
PFS Investments
Georgia
$6.11M +$916K +52,855 +18%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$6.09M +$882K +50,880 +18%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$5.88M -$354K -20,405 -6%
IPW
115
Inlet Private Wealth
Florida
$5.85M -$43.3K -2,500 -0.8%
XC
116
XY Capital
Hong Kong
$5.82M +$2.45M +141,430 +79%
CS
117
Credit Suisse
Switzerland
$5.79M -$4.26M -245,750 -44%
PCM
118
Portolan Capital Management
Massachusetts
$5.55M -$1.68M -96,750 -24%
EGA
119
Eagle Global Advisors
Texas
$5.21M -$24.3K -1,400 -0.5%
AI
120
Atria Investments
North Carolina
$5.2M +$535K +30,845 +12%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$5.18M +$494K +28,480 +11%
TC
122
TownSquare Capital
Utah
$5.15M +$1.86M +107,545 +61%
Alkeon Capital Management
123
Alkeon Capital Management
New York
$4.99M
OAM
124
Oppenheimer Asset Management
New York
$4.93M +$420K +24,235 +10%
DC
125
Davenport & Co
Virginia
$4.83M -$261K -15,080 -5%

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.