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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
176
Naviter Wealth
Arkansas
$2.07M +$434K +22,930 +26%
CG
177
Caprock Group
Idaho
$2.05M +$278K +14,695 +16%
FPFS
178
First Personal Financial Services
North Carolina
$2.04M -$72K -3,800 -3%
Group One Trading
179
Group One Trading
Illinois
$2.03M +$175K +9,220 +9%
MIH
180
Meitav Investment House
Israel
$2.02M -$784K -41,400 -28%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$2.01M +$94.7K +5,000 +5%
GT
182
Greenleaf Trust
Michigan
$1.91M +$89K +4,700 +5%
KJHP
183
K.J. Harrison & Partners
Ontario, Canada
$1.89M -$1.89M -100,000 -50%
FFM
184
Forum Financial Management
Illinois
$1.86M +$46.3K +2,445 +3%
NW
185
NewEdge Wealth
Pennsylvania
$1.84M -$3.03K -160 -0.2%
VAS
186
Vestmark Advisory Solutions
Massachusetts
$1.84M -$1.14K -60 -0.1%
AWS
187
Atria Wealth Solutions
New York
$1.84M +$594K +31,370 +48%
RWM
188
Ritholtz Wealth Management
New York
$1.83M +$95.4K +5,040 +5%
WPW
189
Waldron Private Wealth
Pennsylvania
$1.83M +$22.9K +1,210 +1%
MGWM
190
Marks Group Wealth Management
Minnesota
$1.79M +$755K +39,865 +73%
Commonwealth Equity Services
191
Commonwealth Equity Services
Massachusetts
$1.78M +$72.9K +3,850 +4%
FC
192
FORA Capital
Florida
$1.77M +$560K +29,575 +46%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$1.76M +$117K +6,180 +7%
Prudential Financial
194
Prudential Financial
New Jersey
$1.73M +$204K +10,760 +13%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$1.73M +$295K +15,595 +21%
SFS
196
Stiles Financial Services
Minnesota
$1.72M +$45.5K +2,400 +3%
JAM
197
JCIC Asset Management
Ontario, Canada
$1.69M -$5.4K -285 -0.3%
WCM Investment Management
198
WCM Investment Management
California
$1.67M -$17.7K -935 -1%
SI
199
Scharf Investments
California
$1.67M -$180K -9,500 -10%
CWM
200
Calamos Wealth Management
Illinois
$1.65M +$43.2K +2,280 +3%
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