We are live on ! Find out more

607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.65B -$48.7M -2,240,835 -2%
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.39B +$11M +504,730 +0.8%
Alkeon Capital Management
3
Alkeon Capital Management
New York
$598M +$614M +28,229,500 +10,265%
Bank of America
4
Bank of America
North Carolina
$424M -$4.47M -205,720 -1%
FMI
5
Fiduciary Management Inc
Wisconsin
$351M -$85.9M -3,950,275 -19%
Morgan Stanley
6
Morgan Stanley
New York
$251M +$4.96M +228,030 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$214M +$1.97M +90,840 +0.9%
GI
8
GAMCO Investors
Connecticut
$185M -$4.49M -206,615 -2%
DC
9
Davenport & Co
Virginia
$185M +$159K +7,335 +0.1%
PPA
10
Parametric Portfolio Associates
Washington
$174M +$3.45M +158,525 +2%
Boston Partners
11
Boston Partners
Massachusetts
$173M -$120M -5,510,470 -39%
GF
12
Gabelli Funds
New York
$165M -$5.91M -271,750 -3%
AII
13
AGF Investments Inc
Ontario, Canada
$158M +$47.3M +2,177,710 +40%
BlackRock
14
BlackRock
New York
$155M +$1.23M +56,360 +0.8%
MMH
15
Menora Mivtachim Holdings
Israel
$135M -$24.6M -1,129,810 -15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$132M -$7.35M -338,000 -5%
Goldman Sachs
17
Goldman Sachs
New York
$105M -$6.29M -289,470 -5%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$94.7M +$4.23M +194,745 +4%
Northern Trust
19
Northern Trust
Illinois
$94.7M -$12M -551,035 -11%
Ameriprise
20
Ameriprise
Minnesota
$86.4M -$5.48M -251,930 -6%
PF
21
Phoenix Financial
Israel
$84.5M +$7.93M +364,835 +10%
ClearBridge Investments
22
ClearBridge Investments
New York
$80.5M +$1.32M +60,600 +2%
Invesco
23
Invesco
Georgia
$73M -$39.6M -1,823,940 -34%
MNG
24
Manning & Napier Group
New York
$72.3M -$73.7M -3,392,125 -49%
TP
25
Theleme Partners
United Kingdom
$69.1M +$73.1M +3,363,725 New

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.