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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
First Trust Advisors
126
First Trust Advisors
Illinois
$4.65M -$361K -20,840 -8%
Franklin Resources
127
Franklin Resources
California
$4.63M +$178K +10,295 +4%
SF
128
Synovus Financial
Georgia
$4.4M -$422K -24,365 -9%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$4.39M +$3.58M +206,380 +577%
AS
130
Altshuler Shaham
Israel
$4.33M -$6.37M -367,730 -61%
Capital Research Global Investors
131
Capital Research Global Investors
California
$4.2M +$124K +7,145 +3%
PGAM
132
Princeton Global Asset Management
New Jersey
$4.08M +$202K +11,670 +5%
Vontobel Holding
133
Vontobel Holding
Switzerland
$4.07M -$547K -31,590 -12%
PCM
134
Pinnbrook Capital Management
New York
$4.06M +$3.88M +223,820 New
TI
135
Trexquant Investment
Connecticut
$4.06M -$4.35M -250,955 -53%
ATIA
136
American Trust Investment Advisors
New Hampshire
$4.05M +$10.1K +585 +0.3%
AWM
137
AE Wealth Management
Kansas
$3.99M -$719K -41,475 -16%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$3.93M +$2.15M +124,340 +135%
PAS
139
Park Avenue Securities
New York
$3.8M +$1.29M +74,420 +55%
LNWWM
140
Laird Norton Wetherby Wealth Management
California
$3.76M +$87.8K +5,065 +3%
HI
141
Humankind Investments
New York
$3.67M
MAM
142
Madison Asset Management
Wisconsin
$3.63M +$80.8K +4,665 +2%
FGP
143
Foyston, Gordon, & Payne
Ontario, Canada
$3.62M -$129K -7,450 -4%
CS
144
Candriam SCA
Luxembourg
$3.58M +$3.72M +214,810 New
CFM
145
Capricorn Fund Managers
United Kingdom
$3.57M -$712K -41,060 -17%
MIH
146
Meitav Investment House
Israel
$3.56M -$329K -18,975 -9%
KAS
147
Kestra Advisory Services
Texas
$3.37M -$573K -33,040 -15%
Mariner
148
Mariner
Kansas
$3.3M +$72.2K +4,165 +2%
MML Investors Services
149
MML Investors Services
Massachusetts
$3.28M -$370K -21,355 -11%
BCAM
150
Boston Common Asset Management
Massachusetts
$3.26M +$285K +16,455 +10%

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.