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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
151
Vanguard Personalized Indexing Management
California
$3.17M +$412K +21,750 +15%
MAM
152
Madison Asset Management
Wisconsin
$3.12M -$125K -6,585 -4%
Boston Partners
153
Boston Partners
Massachusetts
$3.11M -$233M -12,317,100 -99%
DCM
154
Delta Capital Management
New Jersey
$3.09M -$28.9K -1,525 -0.9%
MCCA
155
Mill Creek Capital Advisors
Pennsylvania
$3.01M +$1.11M +58,380 +58%
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$2.92M +$307K +16,185 +12%
SCM
157
Seascape Capital Management
New Hampshire
$2.83M -$3.41K -180 -0.1%
SIA
158
Sit Investment Associates
Minnesota
$2.7M – – –
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$2.7M +$237K +12,490 +10%
JHCP
160
Jackson Hole Capital Partners
Oklahoma
$2.68M +$212K +11,170 +9%
FTDI
161
First Trust Direct Indexing
Massachusetts
$2.58M +$207K +10,915 +9%
SP
162
Successful Portfolios
Florida
$2.5M +$2.5M +132,075 New
S
163
SignatureFD
Georgia
$2.47M +$246K +13,010 +11%
KeyBank National Association
164
KeyBank National Association
Ohio
$2.36M +$2.12M +111,815 +888%
BPA
165
Beacon Pointe Advisors
California
$2.29M +$25.5K +1,345 +1%
EARNEST Partners
166
EARNEST Partners
Georgia
$2.27M -$67.2K -3,550 -3%
ACM
167
Aquatic Capital Management
Illinois
$2.23M -$2.57M -135,500 -54%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$2.23M -$38.3K -2,020 -2%
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$2.2M -$93.5K -4,935 -4%
Squarepoint
170
Squarepoint
New York
$2.18M +$1.72M +90,825 +373%
TI
171
TTP Investments
California
$2.18M +$2.18M +114,955 New
EI
172
Ellevest Inc
New York
$2.17M +$514K +27,120 +31%
GITFIT
173
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.12M – – –
YCM
174
Yousif Capital Management
Michigan
$2.11M +$135K +7,150 +7%
CAM
175
Columbia Asset Management
Michigan
$2.09M -$256K -13,500 -11%
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