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607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
126
Meitav Investment House
Israel
$5.2M -$325K -14,955 -6%
SF
127
Synovus Financial
Georgia
$5.09M +$414K +19,025 +8%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$5.07M -$174K -7,990 -3%
US Bancorp
129
US Bancorp
Minnesota
$5M -$442K -20,315 -8%
BCAM
130
Boston Common Asset Management
Massachusetts
$4.99M +$462K +21,270 +10%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$4.8M +$90.7K +4,175 +2%
BPA
132
Beacon Pointe Advisors
California
$4.68M +$4.25M +195,420 +602%
KAS
133
Kestra Advisory Services
Texas
$4.65M +$259K +11,930 +6%
PGAM
134
Princeton Global Asset Management
New Jersey
$4.61M +$43.4K +1,995 +0.9%
Vontobel Holding
135
Vontobel Holding
Switzerland
$4.58M +$761K +35,025 +19%
ATIA
136
American Trust Investment Advisors
New Hampshire
$4.57M -$201K -9,250 -4%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$4.53M +$4.79M +220,415 New
MA
138
MYDA Advisors
New York
$4.52M +$4.78M +220,000 New
MAM
139
Madison Asset Management
Wisconsin
$4.45M -$101K -4,665 -2%
FGP
140
Foyston, Gordon, & Payne
Ontario, Canada
$4.39M -$95K -4,370 -2%
FIM
141
Freedom Investment Management
Connecticut
$4.29M -$422K -19,415 -9%
TFS
142
TrustCore Financial Services
Tennessee
$4.24M +$1.98M +91,195 +79%
Group One Trading
143
Group One Trading
Illinois
$4.22M -$2.33M -107,350 -34%
HI
144
Humankind Investments
New York
$4.15M +$4.39M +202,195 New
LNWWM
145
Laird Norton Wetherby Wealth Management
California
$3.92M +$36.5K +1,680 +0.9%
RPA
146
Rock Point Advisors
Vermont
$3.88M +$145K +6,690 +4%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$3.8M -$234K -10,770 -6%
OAM
148
Oppenheimer Asset Management
New York
$3.72M +$217 +10 +0%
JAM
149
JCIC Asset Management
Ontario, Canada
$3.61M -$59.8K -2,750 -2%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$3.6M -$173K -7,980 -4%

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.