We are live on ! Find out more

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
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$5.28M -$170K -9,770 -4%
LCS
127
Levin Capital Strategies
New York
$5.23M +$842K +48,415 +23%
PWAG
128
Polaris Wealth Advisory Group
California
$5.18M +$875K +50,340 +25%
Osaic Holdings
129
Osaic Holdings
Arizona
$5.15M -$92K -5,290 -2%
State Street
130
State Street
Massachusetts
$5.1M +$368K +21,150 +9%
RC
131
Ronit Capital
United Kingdom
$5.08M +$4.37M +251,500 New
CIBC World Market
132
CIBC World Market
Ontario, Canada
$4.92M +$1.01M +58,345 +32%
Twin Tree Management
133
Twin Tree Management
Texas
$4.87M -$11.1M -640,090 -73%
Wolverine Trading
134
Wolverine Trading
Illinois
$4.79M +$2.51M +144,325 +155%
B
135
Bailard
California
$4.7M -$354K -20,340 -8%
PGAM
136
Princeton Global Asset Management
New Jersey
$4.59M +$11.9K +685 +0.3%
SGA
137
Strategic Global Advisors
California
$4.56M -$1.03M -58,940 -21%
LPL Financial
138
LPL Financial
California
$4.53M +$1.02M +58,845 +36%
NAM
139
NorthCoast Asset Management
Connecticut
$4.51M -$23.1K -1,330 -0.6%
Allianz Asset Management
140
Allianz Asset Management
Germany
$4.43M -$866K -49,790 -18%
MAM
141
Madison Asset Management
Wisconsin
$4.28M +$3.68M +211,680 New
HI
142
Humankind Investments
New York
$4.09M +$3.52M +202,195 New
GH
143
GAM Holding
Switzerland
$4.05M +$1.94M +111,315 +125%
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
$3.98M -$9.53M -548,000 -74%
RIM
145
Reliant Investment Management
Tennessee
$3.97M +$56.5K +3,250 +2%
SF
146
Synovus Financial
Georgia
$3.92M +$23.4K +1,345 +0.7%
DWA
147
Dorsey Wright & Associates
California
$3.9M +$3.36M +193,085 New
HT
148
HAP Trading
New York
$3.77M +$1.86M +107,140 +135%
AIA
149
Avalon Investment & Advisory
Texas
$3.74M +$135K +7,755 +4%
LNWWM
150
Laird Norton Wetherby Wealth Management
California
$3.71M +$50.8K +2,920 +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.