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Sony
SONY

568 hedge funds and large institutions have $10.8B invested in Sony in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 241 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 134

67% more funds holding in top 10

Funds holding in top 10: 12 → 20 (+8)

51% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 47

15% more capital invested

Capital invested by funds: $9.36B → $10.8B (+$1.43B)

4% more funds holding

Funds holding: 548 → 568 (+20)

7% more call options, than puts

Call options by funds: $204M | Put options by funds: $190M

0.56% more ownership

Funds ownership: 38.16% → 38.72% (+0.56%)

Holders
568
Holders Change
+20
Holders Change %
+3.65%
% of All Funds
9.94%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.35%
New
71
Increased
241
Reduced
134
Closed
47
Calls
$204M
Puts
$190M
Net Calls
+$13.5M
Net Calls Change
-$48.8M

Top Buyers

1
CI
Cambiar Investors
Colorado
+$75.5M
2
MNG
Manning & Napier Group
New York
+$66.6M
3
Bank of America
Bank of America
North Carolina
+$53.8M
4
FMI
Fiduciary Management Inc
Wisconsin
+$29.8M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$24.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$44.8M
2
Primecap Management
Primecap Management
California
-$35.2M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$27.3M
4
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$24.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Primecap Management
1
Primecap Management
California
$3.08B -$35.2M -1,681,090 -1%
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.48B +$2.59M +123,505 +0.2%
FMI
3
Fiduciary Management Inc
Wisconsin
$504M +$29.8M +1,422,620 +7%
Bank of America
4
Bank of America
North Carolina
$457M +$53.8M +2,568,490 +14%
Boston Partners
5
Boston Partners
Massachusetts
$321M +$1.03M +48,980 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$269M -$8.85M -422,915 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$220M +$8.66M +413,485 +4%
GI
8
GAMCO Investors
Connecticut
$209M -$3.79M -181,030 -2%
DC
9
Davenport & Co
Virginia
$204M +$16.6M +792,035 +9%
GF
10
Gabelli Funds
New York
$187M -$8.44M -403,250 -5%
PPA
11
Parametric Portfolio Associates
Washington
$175M +$12.4M +592,935 +8%
MMH
12
Menora Mivtachim Holdings
Israel
$171M -$419K -20,000 -0.3%
BlackRock
13
BlackRock
New York
$156M +$12.3M +586,370 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$156M +$13.7M +654,265 +10%
MNG
15
Manning & Napier Group
New York
$153M +$66.6M +3,182,120 +85%
Invesco
16
Invesco
Georgia
$127M +$6.44M +307,380 +6%
Goldman Sachs
17
Goldman Sachs
New York
$113M +$13.5M +646,000 +14%
Northern Trust
18
Northern Trust
Illinois
$113M -$20.8M -993,805 -16%
Ameriprise
19
Ameriprise
Minnesota
$98.5M +$1.16M +55,490 +1%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$94.7M +$11.7M +559,140 +15%
PF
21
Phoenix Financial
Israel
$87.7M +$2.41M +115,325 +3%
ClearBridge Investments
22
ClearBridge Investments
New York
$85.2M +$535K +25,540 +0.7%
CI
23
Cambiar Investors
Colorado
$79.8M +$75.5M +3,607,365 New
TGHSA
24
TPG Group Holdings (SBS) Advisors
Texas
$73.3M -$2.73M -130,250 -4%
AII
25
AGF Investments Inc
Ontario, Canada
$70M +$5.03M +240,410 +8%
1
2 3 4 5

SONY Hedge Fund Activity: Q3 2021 in Review

568 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2021, worth a combined $10.8B — up 15% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SONY positions and 47 closed out — a net gain of 24 holders — while 241 added to existing stakes and 134 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $75.5M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $44.8M sold.

  • 568 institutional investors held Sony (SONY) as of Q3 2021, up from 548 in Q2 2021.
  • Funds reported $10.8B of Sony stock for Q3 2021, up 15% quarter-over-quarter.
  • 71 funds opened new Sony positions in Q3 2021 and 47 closed out, a net change of +24 holders.
  • The largest Sony buyer in Q3 2021 was Cambiar Investors, an estimated $75.5M added.
  • The largest Sony seller in Q3 2021 was Renaissance Technologies, an estimated $44.8M sold.

Based on aggregated 13F filings for Q3 2021.