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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
GT
176
Glenmede Trust
Pennsylvania
$2.29M -$732K -42,110 -27%
KAS
177
Kestra Advisory Services
Texas
$2.25M +$615K +35,345 +46%
GT
178
Greenleaf Trust
Michigan
$2.24M -$2.61K -150 -0.1%
AP
179
Advisor Partners
California
$2.18M +$12.3K +710 +0.7%
Deutsche Bank
180
Deutsche Bank
Germany
$2.14M +$1.61M +92,820 +718%
MCM
181
McKinley Capital Management
Alaska
$2.12M -$85.3K -4,905 -4%
BF
182
BOK Financial
Oklahoma
$2.1M +$91.1K +5,240 +5%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$2.02M +$601K +34,570 +53%
Calamos Advisors
184
Calamos Advisors
Illinois
$2.02M +$487K +28,000 +39%
SCM
185
SOL Capital Management
Maryland
$2.02M -$3.91K -225 -0.2%
CSM
186
CAMG Solamere Management
North Carolina
$1.83M -$782K -44,955 -33%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$1.83M +$56.4K +3,245 +4%
EMG
188
ETF Managers Group
New Jersey
$1.77M +$80.5K +4,630 +6%
MIP
189
Marietta Investment Partners
Wisconsin
$1.76M +$73.4K +4,220 +5%
RWM
190
Ritholtz Wealth Management
New York
$1.75M +$154K +8,870 +11%
JAM
191
Jupiter Asset Management
United Kingdom
$1.72M +$424K +24,385 +40%
MIH
192
Meitav Investment House
Israel
$1.68M -$486K -27,965 -25%
MIFH
193
Migdal Insurance & Financial Holdings
Israel
$1.58M -$938K -53,960 -41%
SFSIG
194
San Francisco Sentry Investment Group
California
$1.58M
CG
195
Caprock Group
Idaho
$1.56M +$30.9K +1,775 +2%
NCM
196
Narwhal Capital Management
Georgia
$1.56M +$1.34M +76,960 New
GCIA
197
Gabelli & Co Investment Advisers
New York
$1.55M -$148K -8,500 -10%
CIM
198
Confluence Investment Management
Missouri
$1.5M -$595K -34,230 -32%
Charles Schwab
199
Charles Schwab
California
$1.49M
Bessemer Group
200
Bessemer Group
New Jersey
$1.49M +$1.22M +70,405 +2,163%

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.