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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
AWM
201
Absher Wealth Management
North Carolina
$1.59M -$107K -6,175 -7%
CG
202
Caprock Group
Idaho
$1.58M +$52.3K +3,015 +4%
WPW
203
Waldron Private Wealth
Pennsylvania
$1.53M +$584K +33,690 +66%
HDIM
204
Hanson & Doremus Investment Management
Vermont
$1.5M -$5.29K -305 -0.4%
BCA
205
Bray Capital Advisors
Florida
$1.49M -$24.8K -1,430 -2%
CWM
206
Calamos Wealth Management
Illinois
$1.48M -$83.8K -4,835 -6%
SCM
207
SOL Capital Management
Maryland
$1.45M
MIP
208
Marietta Investment Partners
Wisconsin
$1.45M +$162K +9,360 +13%
PFO
209
Pathstone Family Office
New Jersey
$1.45M -$1.75M -100,730 -56%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$1.45M -$62.2K -3,590 -4%
DA
211
Doliver Advisors
Texas
$1.42M +$22.3K +1,285 +2%
CG
212
Colony Group
Massachusetts
$1.42M +$54.3K +3,135 +4%
BCM
213
Barden Capital Management
Texas
$1.38M -$71K -4,095 -5%
QCM
214
Quantinno Capital Management
New York
$1.37M +$330K +19,055 +34%
DI
215
DFPG Investments
Utah
$1.35M +$560K +32,300 +76%
SFA
216
Sequoia Financial Advisors
Ohio
$1.34M +$67.7K +3,905 +6%
Calamos Advisors
217
Calamos Advisors
Illinois
$1.34M -$3.21K -185 -0.2%
EI
218
Ellevest Inc
New York
$1.32M +$206K +11,870 +19%
BTWM
219
Baker Tilly Wealth Management
Wisconsin
$1.31M +$12.4K +715 +1%
GITFIT
220
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.31M +$150K +8,645 +14%
SSA
221
Schonfeld Strategic Advisors
New York
$1.28M -$1.15M -66,500 -49%
NW
222
Naviter Wealth
Arkansas
$1.28M +$54.1K +3,120 +5%
LCS
223
Levin Capital Strategies
New York
$1.28M +$86.7K +5,000 +8%
VT
224
Vise Technologies
New York
$1.27M +$204K +11,750 +20%
PM
225
Penbrook Management
New York
$1.27M -$92.5K -5,340 -7%

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.