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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
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$3.69M -$526K -30,230 -14%
DWM
152
Darwin Wealth Management
Florida
$3.67M +$2.93M +168,530 New
JAM
153
JCIC Asset Management
Ontario, Canada
$3.6M +$156K +8,950 +5%
HAI
154
Hennessy Advisors Inc
California
$3.57M -$87K -5,000 -3%
FWC
155
First Washington Corp
Washington
$3.55M +$3.05M +175,550 New
FGP
156
Foyston, Gordon, & Payne
Ontario, Canada
$3.54M -$421K -24,190 -12%
LBD
157
Landsberg Bennett & Dubbaneh
Florida
$3.48M -$83.8K -4,820 -3%
Marshall Wace
158
Marshall Wace
United Kingdom
$3.4M +$2.93M +168,230 New
UCFA
159
United Capital Financial Advisors
Texas
$3.29M -$9.26M -532,495 -77%
CAM
160
Columbia Asset Management
Michigan
$3.26M
SC
161
Saturna Capital
Washington
$3.23M +$56.5K +3,250 +2%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$3.18M +$426K +24,475 +18%
American Century Companies
163
American Century Companies
Missouri
$3.18M +$696K +40,005 +34%
MWNA
164
Marshall Wace North America
New York
$3.11M -$1.16M -66,450 -30%
IUHSA
165
Itau Unibanco Holding S.A.
Brazil
$3.03M +$2.61M +150,000 New
OAM
166
Oppenheimer Asset Management
New York
$2.96M +$462K +26,545 +22%
LG
167
Leuthold Group
Minnesota
$2.91M -$110K -6,320 -4%
TWI
168
Thomas White International
Illinois
$2.87M +$32.3K +1,860 +1%
HighTower Advisors
169
HighTower Advisors
Illinois
$2.82M +$845K +48,615 +54%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$2.74M +$140K +8,050 +6%
SIA
171
Sit Investment Associates
Minnesota
$2.64M
CS
172
Candriam SCA
Luxembourg
$2.51M +$739K +42,505 +52%
HDIM
173
Hanson & Doremus Investment Management
Vermont
$2.36M -$48.4K -2,785 -2%
PM
174
Penbrook Management
New York
$2.33M
AWM
175
AE Wealth Management
Kansas
$2.3M -$60.5K -3,480 -3%

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.