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Sony
SONY

615 hedge funds and large institutions have $7.89B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 224 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $186M | Put options by funds: $110M

11% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 201

1.35% less ownership

Funds ownership: 39.31% → 37.96% (-1.4%)

2% less funds holding

Funds holding: 629 → 615 (-14)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

12% less capital invested

Capital invested by funds: $8.93B → $7.89B (-$1.03B)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

Holders
615
Holders Change
-14
Holders Change %
-2.23%
% of All Funds
9.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
57
Increased
224
Reduced
201
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.7M
Net Calls Change
+$13.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$42.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$36.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.1M
4
Ameriprise
Ameriprise
Minnesota
+$20.4M
5
Bank of America
Bank of America
North Carolina
+$19.2M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$103M
2
AM
AGF Management
Ontario, Canada
-$82.1M
3
GCM
Gladstone Capital Management
United Kingdom
-$43.1M
4
TP
Theleme Partners
United Kingdom
-$32.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$6.03M +$51.6K +2,955 +0.8%
BCI
102
Brinker Capital Investments
Pennsylvania
$5.63M -$174K -9,945 -3%
OPS
103
Orion Portfolio Solutions
Nebraska
$5.63M -$174K -9,945 -3%
RG
104
Renaissance Group
Kentucky
$5.53M -$389K -22,295 -6%
MG
105
Markel Group
Virginia
$5.52M -$4.19M -239,980 -42%
OC
106
Oppenheimer & Co
New York
$5.4M +$66.2K +3,795 +1%
IPW
107
Inlet Private Wealth
Florida
$5.32M -$5.67K -325 -0.1%
TC
108
TownSquare Capital
Utah
$5.2M -$179K -10,255 -3%
AS
109
Altshuler Shaham
Israel
$5.1M +$46.3K +2,655 +0.9%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$4.98M +$38K +2,180 +0.7%
State Street
111
State Street
Massachusetts
$4.97M +$66.4K +3,805 +1%
GBWM
112
Granite Bay Wealth Management
New Hampshire
$4.82M +$4.82M +276,255 New
OAM
113
Oppenheimer Asset Management
New York
$4.71M +$36.1K +2,070 +0.7%
EGA
114
Eagle Global Advisors
Texas
$4.62M +$23.1K +1,325 +0.5%
Alkeon Capital Management
115
Alkeon Capital Management
New York
$4.53M – – –
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$4.52M -$217K -12,415 -4%
AI
117
Atria Investments
North Carolina
$4.45M -$440K -25,210 -9%
RA
118
Rovida Advisors
Florida
$4.43M +$4.69M +269,000 New
HighTower Advisors
119
HighTower Advisors
Illinois
$4.3M +$219K +12,540 +5%
Citadel Advisors
120
Citadel Advisors
Florida
$4.17M -$30.2M -1,731,455 -87%
ACM
121
Aquatic Capital Management
Illinois
$4.17M +$1.04M +59,500 +31%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$4.16M +$68K +3,895 +2%
MML Investors Services
123
MML Investors Services
Massachusetts
$4.13M +$375K +21,515 +9%
LP
124
LMR Partners
United Kingdom
$4.12M +$77.3K +4,430 +2%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$4.09M +$627K +35,930 +17%
3 4
5
6 7

SONY Hedge Fund Activity: Q3 2023 in Review

615 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2023, worth a combined $7.89B — down 12% from $8.93B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SONY and 57 opened new positions — a net loss of 9 holders — while 201 trimmed existing stakes and 224 added.

The largest buyer was BlackRock, adding an estimated $42.7M. The largest seller was Point72 Asset Management, cutting an estimated $103M.

  • 615 institutional investors held Sony (SONY) as of Q3 2023, down from 629 in Q2 2023.
  • Funds reported $7.89B of Sony stock for Q3 2023, down 12% quarter-over-quarter.
  • 57 funds opened new Sony positions in Q3 2023 and 66 closed out, a net change of -9 holders.
  • The largest Sony buyer in Q3 2023 was BlackRock, an estimated $42.7M added.
  • The largest Sony seller in Q3 2023 was Point72 Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2023.