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606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
176
Stamos Capital Partners
California
$2.12M +$893K +51,500 +79%
FPFS
177
First Personal Financial Services
North Carolina
$2.11M +$159K +9,200 +9%
VAS
178
Vestmark Advisory Solutions
Massachusetts
$2.1M +$359K +20,720 +22%
WCM Investment Management
179
WCM Investment Management
California
$2.06M -$169K -9,740 -8%
OC
180
Optimas Capital
Hong Kong
$2.02M +$1.94M +111,670 New
EARNEST Partners
181
EARNEST Partners
Georgia
$2.02M +$87 +5 +0%
S
182
SignatureFD
Georgia
$1.99M +$132K +7,615 +7%
BS
183
Banco Santander
Spain
$1.95M +$637K +36,750 +52%
YCM
184
Yousif Capital Management
Michigan
$1.92M +$7.8K +450 +0.4%
SI
185
Scharf Investments
California
$1.9M +$636K +36,700 +54%
NW
186
NewEdge Wealth
Pennsylvania
$1.88M +$135K +7,775 +8%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$1.87M +$1.39K +80 +0.1%
BPA
188
Beacon Pointe Advisors
California
$1.86M +$68.6K +3,960 +4%
FFM
189
Forum Financial Management
Illinois
$1.82M +$2.77K +160 +0.2%
FIM
190
Freedom Investment Management
Connecticut
$1.82M -$243K -14,015 -12%
MCCA
191
Mill Creek Capital Advisors
Pennsylvania
$1.81M
NIG
192
NFJ Investment Group
Texas
$1.81M -$42.8K -2,470 -2%
FFA
193
First Foundation Advisors
California
$1.78M -$2.24M -129,505 -57%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$1.75M +$1.67M +96,355 New
GT
195
Greenleaf Trust
Michigan
$1.74M +$10.7K +620 +0.6%
TC
196
Telemus Capital
Michigan
$1.73M -$35.4K -2,040 -2%
SW
197
SVB Wealth
Massachusetts
$1.72M -$29.5K -1,705 -2%
JAM
198
JCIC Asset Management
Ontario, Canada
$1.67M +$23.1K +1,335 +1%
RWM
199
Ritholtz Wealth Management
New York
$1.63M +$86.7K +5,005 +6%
SFS
200
Stiles Financial Services
Minnesota
$1.6M +$16.9K +975 +1%

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.