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419 hedge funds and large institutions have $5.68B invested in Sony in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 168 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

2% less funds holding

Funds holding: 426419 (-7)

3.63% less ownership

Funds ownership: 41.68%38.05% (-3.6%)

17% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $114M

21% less capital invested

Capital invested by funds: $7.21B → $5.68B (-$1.53B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

31% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 168

Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.23%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.37%
New
62
Increased
116
Reduced
168
Closed
64
Calls
$94.9M
Puts
$114M
Net Calls
-$19M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.08B -$297M -22,668,015 -11%
Aristotle Capital Management
2
Aristotle Capital Management
California
$647M +$2.2M +168,075 +0.3%
Bank of America
3
Bank of America
North Carolina
$257M -$24.7M -1,883,615 -8%
BlackRock
4
BlackRock
New York
$253M -$82.8M -6,315,535 -23%
Morgan Stanley
5
Morgan Stanley
New York
$194M +$26.4M +2,014,040 +14%
GI
6
GAMCO Investors
Connecticut
$176M -$12.5M -951,425 -6%
GF
7
Gabelli Funds
New York
$140M -$9.06M -691,000 -6%
MNG
8
Manning & Napier Group
New York
$120M +$3.47M +264,675 +3%
Northern Trust
9
Northern Trust
Illinois
$80.8M -$2.49M -189,905 -3%
PPA
10
Parametric Portfolio Associates
Washington
$79.3M +$4.82M +367,655 +6%
MMH
11
Menora Mivtachim Holdings
Israel
$62.7M
AG
12
Aperio Group
California
$55M +$3.78M +288,580 +7%
TGHSA
13
TPG Group Holdings (SBS) Advisors
Texas
$50.5M +$2.24M +170,585 +4%
Goldman Sachs
14
Goldman Sachs
New York
$48.4M +$5.7M +434,930 +12%
SCP
15
Soroban Capital Partners
New York
$48.2M +$53.3M +4,069,215 New
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$46.2M +$11.6M +882,335 +29%
AII
17
AGF Investments Inc
Ontario, Canada
$44.3M +$35.1M +2,681,185 +253%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$43.4M -$3.77M -287,715 -7%
Citigroup
19
Citigroup
New York
$43.2M +$33M +2,519,565 +223%
LP
20
LMR Partners
United Kingdom
$42.1M +$46.2M +3,526,835 New
TP
21
Third Point
New York
$39.9M -$54.1M -4,125,000 -55%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$37M +$4.99M +380,890 +14%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$32.8M
Wells Fargo
24
Wells Fargo
California
$31.5M -$21.6K -1,645 -0.1%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$30.7M -$18M -1,371,325 -35%

SONY Hedge Fund Activity: Q1 2020 in Review

419 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2020, worth a combined $5.68B — down 21% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of SONY and 62 opened new positions — a net loss of 2 holders — while 168 trimmed existing stakes and 116 added.

The largest buyer was Soroban Capital Partners, opening a new position worth an estimated $53.3M. The largest seller was Primecap Management, cutting an estimated $297M.

  • 419 institutional investors held Sony (SONY) as of Q1 2020, down from 426 in Q4 2019.
  • Funds reported $5.68B of Sony stock for Q1 2020, down 21% quarter-over-quarter.
  • 62 funds opened new Sony positions in Q1 2020 and 64 closed out, a net change of -2 holders.
  • The largest Sony buyer in Q1 2020 was Soroban Capital Partners, an estimated $53.3M added.
  • The largest Sony seller in Q1 2020 was Primecap Management, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2020.