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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
Primecap Management
1
Primecap Management
California
$2.97B -$188M -10,831,550 -7%
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.19B +$12.9M +742,555 +1%
FMI
3
Fiduciary Management Inc
Wisconsin
$457M -$9.39M -539,775 -2%
Bank of America
4
Bank of America
North Carolina
$350M +$13.1M +752,010 +5%
Morgan Stanley
5
Morgan Stanley
New York
$300M +$13.7M +784,900 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$240M +$37.4M +2,149,605 +22%
GI
7
GAMCO Investors
Connecticut
$209M -$11M -632,100 -6%
GF
8
Gabelli Funds
New York
$194M -$10.6M -611,250 -6%
AII
9
AGF Investments Inc
Ontario, Canada
$147M +$13.4M +773,245 +12%
PPA
10
Parametric Portfolio Associates
Washington
$138M -$5.47M -314,740 -4%
Northern Trust
11
Northern Trust
Illinois
$130M -$1.07M -61,560 -0.9%
DC
12
Davenport & Co
Virginia
$122M -$815K -46,860 -0.8%
MMH
13
Menora Mivtachim Holdings
Israel
$108M -$217K -12,500 -0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$107M +$33M +1,894,760 +55%
BlackRock
15
BlackRock
New York
$107M -$21.6M -1,242,335 -19%
Holocene Advisors
16
Holocene Advisors
New York
$100M +$86.3M +4,959,750 New
ClearBridge Investments
17
ClearBridge Investments
New York
$96M -$8.12M -466,840 -9%
TGHSA
18
TPG Group Holdings (SBS) Advisors
Texas
$93.2M +$3.1M +178,500 +4%
AG
19
Aperio Group
California
$92.5M -$1.81M -104,205 -2%
Goldman Sachs
20
Goldman Sachs
New York
$81.3M -$5.16M -296,950 -7%
Invesco
21
Invesco
Georgia
$73.6M +$28.6M +1,646,450 +83%
MNG
22
Manning & Napier Group
New York
$73.3M +$62.7M +3,607,475 +20,822%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$72.9M -$3.28M -188,600 -5%
Ameriprise
24
Ameriprise
Minnesota
$71.8M +$3.2M +184,045 +6%
SCP
25
Soroban Capital Partners
New York
$68.1M

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.