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459 hedge funds and large institutions have $7.35B invested in Sony in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 171 increasing their positions, 141 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $384M | Put options by funds: $107M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 141

10% more capital invested

Capital invested by funds: $6.69B → $7.35B (+$662M)

3% more funds holding

Funds holding: 445459 (+14)

0.33% less ownership

Funds ownership: 38.38%38.05% (-0.33%)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
459
Holders Change
+14
Holders Change %
+3.15%
% of All Funds
9.26%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.3%
New
68
Increased
171
Reduced
141
Closed
47
Calls
$384M
Puts
$107M
Net Calls
+$277M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.42B -$109M -7,014,380 -4%
Aristotle Capital Management
2
Aristotle Capital Management
California
$889M +$18.3M +1,175,740 +2%
FMI
3
Fiduciary Management Inc
Wisconsin
$355M -$14.8M -953,440 -4%
Bank of America
4
Bank of America
North Carolina
$254M -$988K -63,495 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$216M +$31.1M +1,996,570 +17%
GI
6
GAMCO Investors
Connecticut
$168M -$18.2M -1,172,185 -10%
GF
7
Gabelli Funds
New York
$157M -$8.39M -539,250 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$149M +$75.7M +4,869,570 +100%
PPA
9
Parametric Portfolio Associates
Washington
$110M +$3.16M +202,895 +3%
BlackRock
10
BlackRock
New York
$100M -$8.31M -534,585 -8%
AII
11
AGF Investments Inc
Ontario, Canada
$100M +$20.1M +1,289,340 +25%
Northern Trust
12
Northern Trust
Illinois
$99.8M -$185K -11,870 -0.2%
DC
13
Davenport & Co
Virginia
$93.2M +$93M +5,977,385 +6,201%
MMH
14
Menora Mivtachim Holdings
Israel
$82.3M +$855K +55,000 +1%
ClearBridge Investments
15
ClearBridge Investments
New York
$80M -$2.73M -175,460 -3%
AG
16
Aperio Group
California
$71.8M -$1.07M -68,915 -1%
Nomura Holdings
17
Nomura Holdings
Japan
$69M +$12M +769,440 +21%
TGHSA
18
TPG Group Holdings (SBS) Advisors
Texas
$68M -$1.62M -104,075 -2%
Goldman Sachs
19
Goldman Sachs
New York
$66.3M -$7.54M -484,765 -10%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$58.2M -$1.6M -102,835 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$52.5M +$2.4M +154,205 +5%
SCP
22
Soroban Capital Partners
New York
$51.7M -$149M -9,555,000 -74%
Ameriprise
23
Ameriprise
Minnesota
$51.2M +$25.5M +1,641,050 +97%
Capital Research Global Investors
24
Capital Research Global Investors
California
$46.5M +$262K +16,875 +0.6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$45.3M -$4.26M -273,655 -8%

SONY Hedge Fund Activity: Q3 2020 in Review

459 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2020, worth a combined $7.35B — up 9.9% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SONY positions and 47 closed out — a net gain of 21 holders — while 171 added to existing stakes and 141 trimmed.

The largest buyer was Davenport & Co, adding an estimated $93M. The largest seller was Soroban Capital Partners, cutting an estimated $149M.

  • 459 institutional investors held Sony (SONY) as of Q3 2020, up from 445 in Q2 2020.
  • Funds reported $7.35B of Sony stock for Q3 2020, up 9.9% quarter-over-quarter.
  • 68 funds opened new Sony positions in Q3 2020 and 47 closed out, a net change of +21 holders.
  • The largest Sony buyer in Q3 2020 was Davenport & Co, an estimated $93M added.
  • The largest Sony seller in Q3 2020 was Soroban Capital Partners, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2020.