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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
Capital Research Global Investors
126
Capital Research Global Investors
California
$4.03M +$116K +6,620 +3%
BCAM
127
Boston Common Asset Management
Massachusetts
$4.02M +$646K +37,045 +18%
SF
128
Synovus Financial
Georgia
$4M +$231K +13,215 +6%
HCMT
129
Highland Capital Management (Tennessee)
Tennessee
$3.97M -$564K -32,325 -12%
PAS
130
Park Avenue Securities
New York
$3.97M +$267K +15,300 +7%
ATIA
131
American Trust Investment Advisors
New Hampshire
$3.95M +$258K +14,790 +7%
Franklin Resources
132
Franklin Resources
California
$3.8M -$873K -50,015 -18%
DC
133
Davenport & Co
Virginia
$3.66M -$618K -35,395 -14%
PGAM
134
Princeton Global Asset Management
New Jersey
$3.57M +$153K +8,745 +4%
LNWWM
135
Laird Norton Wetherby Wealth Management
California
$3.56M +$10.6K +605 +0.3%
QCM
136
QRG Capital Management
Illinois
$3.49M +$3.7M +211,980 New
Simplex Trading
137
Simplex Trading
Illinois
$3.45M +$2.85M +163,550 +358%
FGP
138
Foyston, Gordon, & Payne
Ontario, Canada
$3.36M +$166K +9,530 +5%
HI
139
Humankind Investments
New York
$3.33M – – –
KJHP
140
K.J. Harrison & Partners
Ontario, Canada
$3.3M +$3.49M +200,000 New
QCM
141
Quantinno Capital Management
New York
$3.29M +$1.91M +109,290 +121%
Point72 Asset Management
142
Point72 Asset Management
Connecticut
$3.25M -$103M -5,921,500 -97%
Mariner
143
Mariner
Kansas
$3.15M +$83.4K +4,780 +3%
Amundi
144
Amundi
France
$3.07M – – –
Jane Street
145
Jane Street
New York
$2.98M -$8.44M -483,765 -73%
Corient Private Wealth
146
Corient Private Wealth
Florida
$2.95M +$57.8K +3,310 +2%
Vontobel Holding
147
Vontobel Holding
Switzerland
$2.94M -$114K -6,550 -4%
KAS
148
Kestra Advisory Services
Texas
$2.93M +$140K +8,005 +5%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$2.91M +$2.49M +142,935 +426%
RG
150
Rathbones Group
United Kingdom
$2.91M +$3.08M +176,355 New
4 5
6
7 8

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.