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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$3.05B -$67.9M -3,213,500 -2%
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.37B +$129M +6,097,110 +10%
FMI
3
Fiduciary Management Inc
Wisconsin
$466M -$13.5M -639,965 -3%
Bank of America
4
Bank of America
North Carolina
$335M -$31.5M -1,489,905 -9%
Morgan Stanley
5
Morgan Stanley
New York
$275M -$39.8M -1,884,545 -13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$249M -$2.92M -138,115 -1%
GI
7
GAMCO Investors
Connecticut
$209M -$9.8M -464,030 -4%
GF
8
Gabelli Funds
New York
$190M -$13.7M -647,500 -7%
BlackRock
9
BlackRock
New York
$157M +$44.7M +2,118,310 +40%
PPA
10
Parametric Portfolio Associates
Washington
$150M +$5.38M +254,590 +4%
AII
11
AGF Investments Inc
Ontario, Canada
$146M -$8.53M -403,885 -6%
Northern Trust
12
Northern Trust
Illinois
$140M +$3.85M +182,325 +3%
DC
13
Davenport & Co
Virginia
$126M -$2.14M -101,200 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$124M +$11.4M +539,720 +10%
Invesco
15
Invesco
Georgia
$118M +$40.7M +1,926,380 +53%
MMH
16
Menora Mivtachim Holdings
Israel
$114M +$845K +40,000 +0.7%
Goldman Sachs
17
Goldman Sachs
New York
$98.5M +$13.2M +626,055 +16%
Ameriprise
18
Ameriprise
Minnesota
$86.6M +$12M +568,375 +16%
ClearBridge Investments
19
ClearBridge Investments
New York
$85.1M -$15.5M -734,925 -15%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$79.9M +$3.42M +162,140 +4%
MNG
21
Manning & Napier Group
New York
$78.6M +$1.71M +81,040 +2%
TGHSA
22
TPG Group Holdings (SBS) Advisors
Texas
$72.5M -$25.1M -1,189,900 -26%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$60.6M -$528K -24,990 -0.9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$60.1M +$58.5M +2,770,315 +4,310%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$57.9M -$543K -25,705 -0.9%

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.