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607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
176
Greenleaf Trust
Michigan
$2.36M -$141K -6,505 -5%
BCI
177
Brinker Capital Investments
Pennsylvania
$2.35M -$177K -8,145 -7%
NIG
178
NFJ Investment Group
Texas
$2.3M -$39.6K -1,820 -2%
State Street
179
State Street
Massachusetts
$2.27M +$28.3K +1,300 +1%
RWM
180
Ritholtz Wealth Management
New York
$2.24M -$142K -6,545 -6%
Comerica Bank
181
Comerica Bank
Texas
$2.17M +$761 +35 +0%
PM
182
Penbrook Management
New York
$2.16M +$32.6K +1,500 +1%
ARI
183
Applied Research Investments
Delaware
$2.15M +$2.27M +104,495 New
FFM
184
Forum Financial Management
Illinois
$2.09M
BCM
185
BTC Capital Management
Iowa
$2.08M +$648K +29,825 +42%
IAA
186
Independent Advisor Alliance
North Carolina
$2.07M +$2.19M +100,925 New
AP
187
Advisor Partners
California
$2.06M -$173K -7,980 -7%
FPFS
188
First Personal Financial Services
North Carolina
$2.06M +$2.18M +100,160 New
MML Investors Services
189
MML Investors Services
Massachusetts
$2.05M -$32.7K -1,505 -1%
WCM Investment Management
190
WCM Investment Management
California
$2.05M +$359K +16,525 +20%
IWC
191
Integrated Wealth Concepts
Massachusetts
$2.04M +$85.9K +3,950 +4%
YCM
192
Yousif Capital Management
Michigan
$2.02M
EARNEST Partners
193
EARNEST Partners
Georgia
$2.01M +$73.7K +3,390 +4%
DGAM
194
Desjardins Global Asset Management
Quebec, Canada
$1.99M +$2.11M +97,060 New
TC
195
Telemus Capital
Michigan
$1.96M +$580K +26,700 +39%
AAM
196
Advisors Asset Management
Colorado
$1.94M -$28K -1,290 -1%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$1.92M +$46.1K +2,120 +2%
LCS
198
Levin Capital Strategies
New York
$1.88M -$6.03M -277,515 -75%
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$1.85M +$1.75M +80,525 +829%
CWM
200
Calamos Wealth Management
Illinois
$1.85M +$635K +29,205 +48%

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.