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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
MC
201
Moors & Cabot
Massachusetts
$1.45M -$17.2K -990 -1%
GIM
202
Grassi Investment Management
California
$1.44M +$380K +21,875 +44%
BCA
203
Bray Capital Advisors
Florida
$1.42M +$88.7K +5,100 +8%
SW
204
SVB Wealth
Massachusetts
$1.42M +$254K +14,610 +26%
OMC
205
Oasis Management Company
Cayman Islands
$1.42M +$261K +15,000 +27%
Canada Pension Plan Investment Board
206
Canada Pension Plan Investment Board
Ontario, Canada
$1.42M +$1.22M +70,000 New
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$1.38M
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$1.35M -$285K -16,360 -20%
WCM
209
Weld Capital Management
New York
$1.31M +$1.12M +64,680 New
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$1.3M -$35.5M -2,041,215 -97%
FA
211
FDx Advisors
Illinois
$1.26M -$102K -5,885 -9%
BCM
212
BTC Capital Management
Iowa
$1.24M +$472K +27,135 +79%
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$1.22M +$308K +17,735 +41%
MML Investors Services
214
MML Investors Services
Massachusetts
$1.22M +$95.5K +5,490 +10%
HC
215
Henshaw Capital
Massachusetts
$1.22M +$83.1K +4,780 +9%
Brown Advisory
216
Brown Advisory
Maryland
$1.22M +$45.9K +2,640 +5%
DWT
217
Dorsey & Whitney Trust
South Dakota
$1.22M +$195K +11,205 +23%
QI
218
Qtron Investments
Massachusetts
$1.21M +$89.6K +5,150 +9%
EI
219
Ethic Inc
New York
$1.21M +$262K +15,090 +34%
TFS
220
TrustCore Financial Services
Tennessee
$1.21M +$176K +10,130 +20%
CCP
221
Corient Capital Partners
California
$1.18M -$39.3K -2,260 -4%
S
222
SignatureFD
Georgia
$1.15M +$74.1K +4,260 +8%
VPIM
223
Vanguard Personalized Indexing Management
California
$1.15M +$93.3K +5,365 +10%
EARNEST Partners
224
EARNEST Partners
Georgia
$1.14M -$235K -13,535 -19%
Squarepoint
225
Squarepoint
New York
$1.14M -$570K -32,765 -37%

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.