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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
151
Live Oak Private Wealth
North Carolina
$3.67M -$4.17M -197,540 -53%
RG
152
Renaissance Group
Kentucky
$3.66M -$8.26M -390,965 -69%
OFA
153
Oak Family Advisors
Illinois
$3.65M +$2.95M +139,660 +427%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$3.58M +$714K +33,790 +25%
GH
155
GAM Holding
Switzerland
$3.53M -$712K -33,705 -17%
CAM
156
Columbia Asset Management
Michigan
$3.42M
SC
157
Saturna Capital
Washington
$3.39M
ECM
158
ExodusPoint Capital Management
New York
$3.29M +$3.27M +154,985 New
KAS
159
Kestra Advisory Services
Texas
$3.27M +$909K +43,045 +39%
FGP
160
Foyston, Gordon, & Payne
Ontario, Canada
$3.24M -$468K -22,150 -13%
OAM
161
Oppenheimer Asset Management
New York
$3.24M +$133K +6,295 +4%
LG
162
Leuthold Group
Minnesota
$3.23M +$182K +8,640 +6%
RC
163
Ronit Capital
United Kingdom
$3.23M -$2.09M -99,000 -39%
ACM
164
Alight Capital Management
New York
$3.18M -$4.22M -200,000 -57%
CSA
165
Cottage Street Advisors
Massachusetts
$3.13M -$104K -4,905 -3%
LBD
166
Landsberg Bennett & Dubbaneh
Florida
$3.12M -$550K -26,030 -15%
TPM
167
Triasima Portfolio Management
Quebec, Canada
$3.02M +$1.86M +88,000 +161%
TWI
168
Thomas White International
Illinois
$3.01M +$5.17K +245 +0.2%
HighTower Advisors
169
HighTower Advisors
Illinois
$3M +$51.4K +2,435 +2%
SIA
170
Sit Investment Associates
Minnesota
$2.77M
CWG
171
Cornerstone Wealth Group
North Carolina
$2.67M +$2.6M +123,035 New
EGM
172
Engineers Gate Manager
New York
$2.58M +$2.3M +109,100 +876%
MML Investors Services
173
MML Investors Services
Massachusetts
$2.49M +$1.2M +56,905 +94%
CS
174
Candriam SCA
Luxembourg
$2.41M -$106 -5 -0%
RJFSA
175
Raymond James Financial Services Advisors
Florida
$2.37M +$251K +11,900 +12%

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.