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Sony
SONY

578 hedge funds and large institutions have $7.2B invested in Sony in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 197 increasing their positions, 172 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 53

46% more call options, than puts

Call options by funds: $182M | Put options by funds: $124M

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

18% more capital invested

Capital invested by funds: $6.08B → $7.2B (+$1.12B)

15% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 172

9% more funds holding

Funds holding: 531 → 578 (+47)

0.38% less ownership

Funds ownership: 38.05% → 37.68% (-0.38%)

Holders
578
Holders Change
+47
Holders Change %
+8.85%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.23%
New
113
Increased
197
Reduced
172
Closed
53
Calls
$182M
Puts
$124M
Net Calls
+$57.6M
Net Calls Change
+$5.83M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$98.7M
2
ACM
Alua Capital Management
New York
+$43.2M
3
Goldman Sachs
Goldman Sachs
New York
+$23.6M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$21.8M
5
Morgan Stanley
Morgan Stanley
New York
+$19.7M

Top Sellers

1
DC
Davenport & Co
Virginia
-$91.6M
2
Primecap Management
Primecap Management
California
-$65.9M
3
Aristotle Capital Management
Aristotle Capital Management
California
-$57.3M
4
OMC
Old Mission Capital
Illinois
-$42M
5
MNG
Manning & Napier Group
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Primecap Management
1
Primecap Management
California
$1.86B -$65.9M -4,411,795 -3%
Aristotle Capital Management
2
Aristotle Capital Management
California
$933M -$57.3M -3,833,240 -6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$384M +$21.8M +1,462,285 +6%
Morgan Stanley
4
Morgan Stanley
New York
$310M +$19.7M +1,316,580 +7%
Bank of America
5
Bank of America
North Carolina
$266M -$13.6M -911,505 -5%
FMI
6
Fiduciary Management Inc
Wisconsin
$265M +$5.33M +356,785 +2%
Boston Partners
7
Boston Partners
Massachusetts
$235M +$98.7M +6,604,530 +77%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$146M +$12.4M +829,025 +9%
AM
9
AGF Management
Ontario, Canada
$139M +$136M +9,116,685 New
GI
10
GAMCO Investors
Connecticut
$124M -$5.91M -395,760 -5%
GF
11
Gabelli Funds
New York
$115M -$2.55M -170,750 -2%
BlackRock
12
BlackRock
New York
$115M +$3.13M +209,800 +3%
ACM
13
Anomaly Capital Management
New York
$104M -$21.7M -1,455,920 -18%
ClearBridge Investments
14
ClearBridge Investments
New York
$102M +$14.5M +970,630 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$88.1M -$3.12M -208,590 -3%
Goldman Sachs
16
Goldman Sachs
New York
$85.9M +$23.6M +1,581,820 +39%
MMH
17
Menora Mivtachim Holdings
Israel
$82.5M -$373K -25,000 -0.5%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$72.8M +$4.99M +334,250 +8%
Northern Trust
19
Northern Trust
Illinois
$64.7M +$129K +8,605 +0.2%
MIP
20
Mondrian Investment Partners
United Kingdom
$64M +$4.41M +295,000 +8%
Macquarie Group
21
Macquarie Group
Australia
$61.9M +$6.44M +431,405 +12%
TP
22
Theleme Partners
United Kingdom
$56.4M +$8.59M +575,000 +18%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$46.2M +$1.19M +79,765 +3%
SEI Investments
24
SEI Investments
Pennsylvania
$44.3M +$892K +59,715 +2%
ACM
25
Alua Capital Management
New York
$44.2M +$43.2M +2,894,755 New
1
2 3 4 5

SONY Hedge Fund Activity: Q4 2022 in Review

578 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2022, worth a combined $7.2B — up 18% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SONY positions and 53 closed out — a net gain of 60 holders — while 197 added to existing stakes and 172 trimmed.

The largest buyer was Boston Partners, adding an estimated $98.7M. The largest seller was Davenport & Co, cutting an estimated $91.6M.

  • 578 institutional investors held Sony (SONY) as of Q4 2022, up from 531 in Q3 2022.
  • Funds reported $7.2B of Sony stock for Q4 2022, up 18% quarter-over-quarter.
  • 113 funds opened new Sony positions in Q4 2022 and 53 closed out, a net change of +60 holders.
  • The largest Sony buyer in Q4 2022 was Boston Partners, an estimated $98.7M added.
  • The largest Sony seller in Q4 2022 was Davenport & Co, an estimated $91.6M sold.

Based on aggregated 13F filings for Q4 2022.