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Sony
SONY

445 hedge funds and large institutions have $6.69B invested in Sony in 2020 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $330M | Put options by funds: $63M

53% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 57

18% more capital invested

Capital invested by funds: $5.68B → $6.69B (+$1.01B)

15% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 135

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

6% more funds holding

Funds holding: 418 → 445 (+27)

0.33% more ownership

Funds ownership: 38.05% → 38.38% (+0.33%)

Holders
445
Holders Change
+27
Holders Change %
+6.46%
% of All Funds
9.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.39%
New
87
Increased
155
Reduced
135
Closed
57
Calls
$330M
Puts
$63M
Net Calls
+$267M
Net Calls Change
+$286M

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$313M
2
SCP
Soroban Capital Partners
New York
+$115M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$73.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$42M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$187M
2
Primecap Management
Primecap Management
California
-$136M
3
MNG
Manning & Napier Group
New York
-$131M
4
Bank of America
Bank of America
North Carolina
-$66.9M
5
Morgan Stanley
Morgan Stanley
New York
-$55.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGP
126
Foyston, Gordon, & Payne
Ontario, Canada
$2.87M +$2.29M +176,485 +562%
Creative Planning
127
Creative Planning
Kansas
$2.8M +$809K +62,250 +44%
US Bancorp
128
US Bancorp
Minnesota
$2.72M -$1.38M -106,285 -35%
CSA
129
Cottage Street Advisors
Massachusetts
$2.7M -$86.1K -6,625 -3%
HAI
130
Hennessy Advisors Inc
California
$2.61M -$97.5K -7,500 -4%
HGI
131
Hansberger Growth Investors
Wisconsin
$2.59M +$2.44M +187,495 New
LCS
132
Levin Capital Strategies
New York
$2.55M +$2.39M +184,290 New
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$2.51M +$1.78M +136,935 +307%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$2.49M +$228K +17,575 +11%
OMC
135
Old Mission Capital
Illinois
$2.49M -$8.15M -626,795 -78%
LNWWM
136
Laird Norton Wetherby Wealth Management
California
$2.48M +$87.7K +6,750 +4%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$2.41M +$337K +25,910 +17%
AIA
138
Avalon Investment & Advisory
Texas
$2.38M -$702K -54,005 -24%
CAM
139
Columbia Asset Management
Michigan
$2.37M – – –
JAM
140
JCIC Asset Management
Ontario, Canada
$2.31M +$47.4K +3,650 +2%
LPL Financial
141
LPL Financial
California
$2.25M -$98.4K -7,570 -4%
CSM
142
CAMG Solamere Management
North Carolina
$2.15M -$1.9M -146,160 -48%
OC
143
Oppenheimer & Co
New York
$2.04M -$2.6M -200,215 -58%
SC
144
Saturna Capital
Washington
$2.03M +$617K +47,500 +48%
AI
145
Atria Investments
North Carolina
$2.02M +$1.89M +145,730 New
BF
146
BOK Financial
Oklahoma
$2.01M +$1.89M +145,295 New
AAMU
147
Amundi Asset Management US
Massachusetts
$2M +$1.88M +145,005 New
LBD
148
Landsberg Bennett & Dubbaneh
Florida
$1.95M +$285K +21,970 +18%
FCM
149
Fortis Capital Management
Washington
$1.93M +$1.81M +139,260 New
PI
150
PEAK6 Investments
Illinois
$1.81M -$628K -48,325 -27%
4 5
6
7 8

SONY Hedge Fund Activity: Q2 2020 in Review

445 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2020, worth a combined $6.69B — up 18% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SONY positions and 57 closed out — a net gain of 30 holders — while 155 added to existing stakes and 135 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $313M. The largest seller was BlackRock, cutting an estimated $187M.

  • 445 institutional investors held Sony (SONY) as of Q2 2020, up from 418 in Q1 2020.
  • Funds reported $6.69B of Sony stock for Q2 2020, up 18% quarter-over-quarter.
  • 87 funds opened new Sony positions in Q2 2020 and 57 closed out, a net change of +30 holders.
  • The largest Sony buyer in Q2 2020 was Fiduciary Management Inc, an estimated $313M added.
  • The largest Sony seller in Q2 2020 was BlackRock, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2020.