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629 hedge funds and large institutions have $8.93B invested in Sony in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 197 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

46% more call options, than puts

Call options by funds: $200M | Put options by funds: $137M

19% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 197

4% more funds holding

Funds holding: 606629 (+23)

0.39% more ownership

Funds ownership: 38.92%39.31% (+0.39%)

0% more capital invested

Capital invested by funds: $8.9B → $8.93B (+$23.8M)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
629
Holders Change
+23
Holders Change %
+3.8%
% of All Funds
9.88%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
78
Increased
234
Reduced
197
Closed
49
Calls
$200M
Puts
$137M
Net Calls
+$63.4M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.06B -$108M -5,762,725 -5%
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.04B -$21.4M -1,139,430 -2%
Fisher Asset Management
3
Fisher Asset Management
Washington
$504M +$27.9M +1,484,850 +6%
Bank of America
4
Bank of America
North Carolina
$397M -$3.21M -171,225 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$375M +$5.39M +287,635 +1%
BlackRock
6
BlackRock
New York
$317M +$81.6M +4,349,785 +33%
FMI
7
Fiduciary Management Inc
Wisconsin
$306M -$25.8M -1,375,975 -7%
Boston Partners
8
Boston Partners
Massachusetts
$230M -$702K -37,405 -0.3%
AM
9
AGF Management
Ontario, Canada
$200M +$25.9M +1,380,445 +14%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$170M -$24.5M -1,305,190 -12%
ClearBridge Investments
11
ClearBridge Investments
New York
$148M +$1.77M +94,170 +1%
GI
12
GAMCO Investors
Connecticut
$138M +$211K +11,230 +0.1%
GF
13
Gabelli Funds
New York
$134M -$1.52M -81,250 -1%
Goldman Sachs
14
Goldman Sachs
New York
$116M +$12.2M +652,050 +11%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$110M +$95.3M +5,078,745 +488%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$108M +$4.32M +230,370 +4%
MMH
17
Menora Mivtachim Holdings
Israel
$95.8M
Northern Trust
18
Northern Trust
Illinois
$80.3M -$49.4K -2,635 -0.1%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$79.7M -$6.29M -335,485 -7%
MIP
20
Mondrian Investment Partners
United Kingdom
$73.2M
Macquarie Group
21
Macquarie Group
Australia
$72M -$1.66M -88,540 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$69.1M +$3.52M +187,505 +5%
AG
23
Avala Global
New York
$57.1M +$2.47M +131,500 +4%
SEI Investments
24
SEI Investments
Pennsylvania
$47.2M -$2.49M -132,685 -5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$45.8M -$374K -19,945 -0.8%

SONY Hedge Fund Activity: Q2 2023 in Review

629 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2023, worth a combined $8.93B — up 0.27% from $8.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SONY positions and 49 closed out — a net gain of 29 holders — while 234 added to existing stakes and 197 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $95.3M. The largest seller was Primecap Management, cutting an estimated $108M.

  • 629 institutional investors held Sony (SONY) as of Q2 2023, up from 606 in Q1 2023.
  • Funds reported $8.93B of Sony stock for Q2 2023, up 0.27% quarter-over-quarter.
  • 78 funds opened new Sony positions in Q2 2023 and 49 closed out, a net change of +29 holders.
  • The largest Sony buyer in Q2 2023 was Point72 Asset Management, an estimated $95.3M added.
  • The largest Sony seller in Q2 2023 was Primecap Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.