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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
CS
151
Candriam SCA
Luxembourg
$2.84M – – –
MAM
152
Madison Asset Management
Wisconsin
$2.82M +$1.48K +85 +0%
API
153
Advisor Partners II
California
$2.78M -$30.1K -1,725 -1%
DCM
154
Delta Capital Management
New Jersey
$2.71M -$64.6K -3,700 -2%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$2.68M +$2.84M +162,475 New
PF
156
Phoenix Financial
Israel
$2.6M -$220K -12,600 -7%
SCM
157
Seascape Capital Management
New Hampshire
$2.47M -$6.2K -355 -0.2%
MIH
158
Meitav Investment House
Israel
$2.45M -$124K -7,085 -5%
VPIM
159
Vanguard Personalized Indexing Management
California
$2.4M +$48.3K +2,770 +2%
SIA
160
Sit Investment Associates
Minnesota
$2.35M – – –
CAM
161
Cresset Asset Management
Illinois
$2.31M +$358K +20,525 +17%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$2.28M +$2.41M +138,260 New
JHCP
163
Jackson Hole Capital Partners
Oklahoma
$2.14M -$47.6K -2,730 -2%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$2.14M -$123K -7,040 -5%
GITFIT
165
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.12M +$675K +38,670 +53%
FTDI
166
First Trust Direct Indexing
Massachusetts
$2.06M -$142K -8,130 -6%
CAM
167
Columbia Asset Management
Michigan
$2.04M -$166K -9,500 -7%
TCCM
168
Timber Creek Capital Management
Massachusetts
$2.04M -$1.23M -70,415 -36%
EARNEST Partners
169
EARNEST Partners
Georgia
$2.04M +$36.8K +2,110 +2%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$2M -$5.24K -300 -0.2%
Charles Schwab
171
Charles Schwab
California
$1.97M +$746K +42,725 +55%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$1.97M -$74.8K -4,285 -3%
BPA
173
Beacon Pointe Advisors
California
$1.97M +$267K +15,295 +15%
S
174
SignatureFD
Georgia
$1.93M +$30.9K +1,770 +2%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$1.9M +$140K +8,025 +7%
5 6
7
8 9

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.