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Sony
SONY

Overview Fund Activity

647 hedge funds and large institutions have $7.75B invested in Sony in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 215 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-5
Holders Change %
-0.77%
% of All Funds
9.38%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
81
Increased
215
Reduced
226
Closed
78
Calls
$238M
Puts
$166M
Net Calls
+$72.2M
Net Calls Change
+$78M

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
$220M
2
Fisher Asset Management
Fisher Asset Management
Washington
$584M
3
PNAA
Pictet North America Advisors
Switzerland
$18.7M
4
Walleye Capital
Walleye Capital
New York
$17.4M
5
Goldman Sachs
Goldman Sachs
New York
$120M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$390M
2
HL
Harding Loevner
New Jersey
$23.9M
3
AM
AGF Management
Ontario, Canada
$0
4
MMH
Menora Mivtachim Holdings
Israel
$514K
5
AM
Atreides Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$2.63M -$22.8K -1,330 -0.9%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$2.61M -$1.11M -64,470 -30%
CPBTD
153
Central Pacific Bank - Trust Division
Hawaii
$2.55M +$2.55M +148,000 New
JHCP
154
Jackson Hole Capital Partners
Oklahoma
$2.5M +$77.2K +4,500 +3%
FPFS
155
First Personal Financial Services
North Carolina
$2.5M +$650K +37,925 +35%
SIA
156
Sit Investment Associates
Minnesota
$2.45M – – –
P
157
Pitcairn
Pennsylvania
$2.39M +$913K +53,250 +62%
S
158
SignatureFD
Georgia
$2.25M +$21.3K +1,245 +1%
OMC
159
Old Mission Capital
Illinois
$2.25M +$2.25M +131,495 New
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$2.24M -$200K -11,685 -8%
FTDI
161
First Trust Direct Indexing
Massachusetts
$2.19M -$139K -8,080 -6%
NW
162
Naviter Wealth
Arkansas
$2.19M +$309K +18,000 +16%
EARNEST Partners
163
EARNEST Partners
Georgia
$2.17M +$117K +6,830 +6%
BPA
164
Beacon Pointe Advisors
California
$2.11M +$35.3K +2,060 +2%
CAM
165
Columbia Asset Management
Michigan
$2.09M – – –
CIBC World Market
166
CIBC World Market
Ontario, Canada
$2.09M +$71.9K +4,195 +4%
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$2.06M +$576K +33,580 +39%
SP
168
Successful Portfolios
Florida
$2.05M -$211K -12,300 -9%
QT
169
Quantbot Technologies
New York
$2.04M +$2.04M +119,055 New
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$2.04M +$47.8K +2,790 +2%
SC
171
Skylands Capital
Wisconsin
$2.03M +$2.03M +118,500 New
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$2.02M +$407K +23,730 +25%
CAN
173
Cetera Advisor Networks
California
$1.99M +$544K +31,725 +38%
KeyBank National Association
174
KeyBank National Association
Ohio
$1.99M -$145K -8,470 -7%
Millennium Management
175
Millennium Management
New York
$1.92M -$21.2M -1,235,095 -92%
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