We are live on ! Find out more

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
AP
176
Advisor Partners
California
$2.37M +$84.1K +3,980 +4%
GT
177
Greenleaf Trust
Michigan
$2.31M -$31K -1,470 -1%
PM
178
Penbrook Management
New York
$2.24M -$201K -9,500 -8%
Simplex Trading
179
Simplex Trading
Illinois
$2.24M +$1.4M +66,305 +169%
MCM
180
McKinley Capital Management
Alaska
$2.23M +$1.48K +70 +0.1%
EARNEST Partners
181
EARNEST Partners
Georgia
$2.2M +$998K +47,250 +84%
BF
182
BOK Financial
Oklahoma
$2.18M -$24.5K -1,160 -1%
PC
183
Pecaut & Co
Iowa
$2.08M +$2.07M +98,250 New
RWM
184
Ritholtz Wealth Management
New York
$2.05M +$216K +10,240 +12%
TFS
185
TrustCore Financial Services
Tennessee
$2.02M +$755K +35,765 +60%
SCM
186
SOL Capital Management
Maryland
$2.02M -$97.7K -4,625 -5%
HDIM
187
Hanson & Doremus Investment Management
Vermont
$1.98M -$493K -23,365 -20%
NIG
188
NFJ Investment Group
Texas
$1.9M +$1.9M +89,795 New
MIP
189
Marietta Investment Partners
Wisconsin
$1.89M +$43.5K +2,060 +2%
BCM
190
Bayesian Capital Management
New York
$1.84M +$1.84M +87,000 New
JAM
191
Jupiter Asset Management
United Kingdom
$1.78M -$13.1K -620 -0.7%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$1.78M -$137K -6,505 -7%
CSM
193
CAMG Solamere Management
North Carolina
$1.78M -$115K -5,455 -6%
EAM
194
Eagle Asset Management
Florida
$1.72M +$1.29M +61,000 +313%
SFSIG
195
San Francisco Sentry Investment Group
California
$1.68M +$49.6K +2,350 +3%
LP
196
LMR Partners
United Kingdom
$1.67M +$1.66M +78,750 New
CIM
197
Confluence Investment Management
Missouri
$1.66M +$91.4K +4,330 +6%
BCA
198
Bray Capital Advisors
Florida
$1.66M +$163K +7,740 +11%
SW
199
SVB Wealth
Massachusetts
$1.61M +$127K +6,035 +9%
Charles Schwab
200
Charles Schwab
California
$1.56M

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.