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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
MCM
201
McKinley Capital Management
Alaska
$1.84M -$150K -6,890 -7%
IAN
202
Integrated Advisors Network
Texas
$1.81M +$1.68M +77,225 +718%
NCM
203
Narwhal Capital Management
Georgia
$1.8M +$109K +5,000 +6%
TD Asset Management
204
TD Asset Management
Ontario, Canada
$1.79M +$30.6K +1,410 +2%
FTDI
205
First Trust Direct Indexing
Massachusetts
$1.79M +$442K +20,335 +30%
HDIM
206
Hanson & Doremus Investment Management
Vermont
$1.78M -$79.7K -3,665 -4%
BF
207
BOK Financial
Oklahoma
$1.77M -$273K -12,570 -13%
SW
208
SVB Wealth
Massachusetts
$1.76M +$452K +20,780 +32%
VPIM
209
Vanguard Personalized Indexing Management
California
$1.74M +$356K +16,370 +24%
PAS
210
Park Avenue Securities
New York
$1.72M +$674K +31,010 +59%
BCA
211
Bray Capital Advisors
Florida
$1.71M
S
212
SignatureFD
Georgia
$1.7M +$25.5K +1,175 +1%
DCM
213
Deuterium Capital Management
Florida
$1.67M
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$1.65M -$856K -39,360 -33%
MG
215
Markel Group
Virginia
$1.64M +$1.74M +80,000 New
SCM
216
SOL Capital Management
Maryland
$1.64M -$147K -6,750 -8%
MIP
217
Marietta Investment Partners
Wisconsin
$1.63M -$22.7K -1,045 -1%
CG
218
Caprock Group
Idaho
$1.62M +$543 +25 +0%
AWM
219
Absher Wealth Management
North Carolina
$1.59M +$222K +10,230 +15%
BS
220
Banco Santander
Spain
$1.58M +$592K +27,250 +55%
1CP
221
17 Capital Partners
Arizona
$1.56M +$2.72K +125 +0.2%
HT
222
HAP Trading
New York
$1.53M +$1.62M +74,475 New
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$1.51M -$101K -4,625 -6%
NA
224
NewEdge Advisors
Louisiana
$1.51M -$425K -19,570 -21%
DA
225
Doliver Advisors
Texas
$1.5M +$24.2K +1,115 +2%

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.