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633 hedge funds and large institutions have $12.5B invested in Sony in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 222 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 37

32% more call options, than puts

Call options by funds: $233M | Put options by funds: $176M

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

17% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 189

16% more capital invested

Capital invested by funds: $10.8B → $12.5B (+$1.67B)

11% more funds holding

Funds holding: 568633 (+65)

0.41% more ownership

Funds ownership: 38.72%39.12% (+0.41%)

Holders
633
Holders Change
+65
Holders Change %
+11.44%
% of All Funds
9.74%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.38%
New
112
Increased
222
Reduced
189
Closed
37
Calls
$233M
Puts
$176M
Net Calls
+$57.1M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$3.31B -$194M -8,157,060 -6%
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.7B +$13.5M +568,930 +0.9%
FMI
3
Fiduciary Management Inc
Wisconsin
$532M -$41.8M -1,755,080 -8%
Bank of America
4
Bank of America
North Carolina
$527M +$3.9M +163,855 +0.8%
Boston Partners
5
Boston Partners
Massachusetts
$353M -$13.5M -568,460 -4%
Morgan Stanley
6
Morgan Stanley
New York
$303M -$3.8M -159,595 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$261M +$8.59M +360,705 +4%
GI
8
GAMCO Investors
Connecticut
$233M -$5.4M -226,955 -2%
DC
9
Davenport & Co
Virginia
$226M -$6.48M -272,080 -3%
PPA
10
Parametric Portfolio Associates
Washington
$211M +$9.89M +415,505 +5%
GF
11
Gabelli Funds
New York
$210M -$3.21M -134,875 -2%
MMH
12
Menora Mivtachim Holdings
Israel
$195M -$357K -15,000 -0.2%
BlackRock
13
BlackRock
New York
$190M +$11M +460,570 +7%
MNG
14
Manning & Napier Group
New York
$175M -$211K -8,880 -0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$171M -$6.63M -278,630 -4%
AII
16
AGF Investments Inc
Ontario, Canada
$139M +$55.6M +2,333,415 +74%
Goldman Sachs
17
Goldman Sachs
New York
$137M +$6.84M +287,305 +6%
Invesco
18
Invesco
Georgia
$136M -$8.83M -370,715 -6%
Northern Trust
19
Northern Trust
Illinois
$130M +$1.74M +73,085 +1%
Holocene Advisors
20
Holocene Advisors
New York
$114M +$108M +4,520,255 New
Ameriprise
21
Ameriprise
Minnesota
$112M -$375K -15,735 -0.4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$112M +$3.16M +132,815 +3%
ClearBridge Investments
23
ClearBridge Investments
New York
$97.6M +$196K +8,230 +0.2%
PF
24
Phoenix Financial
Israel
$94.8M -$5.13M -215,530 -5%
Citadel Advisors
25
Citadel Advisors
Florida
$84.1M +$37.5M +1,575,020 +90%

SONY Hedge Fund Activity: Q4 2021 in Review

633 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2021, worth a combined $12.5B — up 16% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SONY positions and 37 closed out — a net gain of 75 holders — while 222 added to existing stakes and 189 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $108M. The largest seller was Primecap Management, cutting an estimated $194M.

  • 633 institutional investors held Sony (SONY) as of Q4 2021, up from 568 in Q3 2021.
  • Funds reported $12.5B of Sony stock for Q4 2021, up 16% quarter-over-quarter.
  • 112 funds opened new Sony positions in Q4 2021 and 37 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2021 was Holocene Advisors, an estimated $108M added.
  • The largest Sony seller in Q4 2021 was Primecap Management, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2021.