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Sony
SONY

615 hedge funds and large institutions have $7.89B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 224 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $186M | Put options by funds: $110M

11% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 201

1.35% less ownership

Funds ownership: 39.31% → 37.96% (-1.4%)

2% less funds holding

Funds holding: 629 → 615 (-14)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

12% less capital invested

Capital invested by funds: $8.93B → $7.89B (-$1.03B)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

Holders
615
Holders Change
-14
Holders Change %
-2.23%
% of All Funds
9.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
57
Increased
224
Reduced
201
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.7M
Net Calls Change
+$13.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$42.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$36.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.1M
4
Ameriprise
Ameriprise
Minnesota
+$20.4M
5
Bank of America
Bank of America
North Carolina
+$19.2M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$103M
2
AM
AGF Management
Ontario, Canada
-$82.1M
3
GCM
Gladstone Capital Management
United Kingdom
-$43.1M
4
TP
Theleme Partners
United Kingdom
-$32.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Primecap Management
1
Primecap Management
California
$1.87B -$17.3M -991,500 -0.9%
Aristotle Capital Management
2
Aristotle Capital Management
California
$944M -$9.92M -568,210 -1%
Fisher Asset Management
3
Fisher Asset Management
Washington
$496M +$36.9M +2,116,865 +8%
Bank of America
4
Bank of America
North Carolina
$381M +$19.2M +1,102,875 +5%
Morgan Stanley
5
Morgan Stanley
New York
$345M +$1.34M +77,075 +0.4%
BlackRock
6
BlackRock
New York
$330M +$42.7M +2,444,345 +14%
FMI
7
Fiduciary Management Inc
Wisconsin
$272M -$8.82M -505,370 -3%
Boston Partners
8
Boston Partners
Massachusetts
$206M -$4.65M -266,505 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$141M -$15M -861,960 -9%
ClearBridge Investments
10
ClearBridge Investments
New York
$134M -$1.61M -92,450 -1%
GI
11
GAMCO Investors
Connecticut
$125M -$1.93M -110,725 -1%
GF
12
Gabelli Funds
New York
$122M -$358K -20,530 -0.3%
Goldman Sachs
13
Goldman Sachs
New York
$106M +$307K +17,615 +0.3%
AM
14
AGF Management
Ontario, Canada
$106M -$82.1M -4,705,685 -42%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$100M +$1.09M +62,335 +1%
MMH
16
Menora Mivtachim Holdings
Israel
$91.6M +$4.16M +238,500 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$88M +$26.1M +1,496,500 +39%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$73M +$9.25K +530 +0%
Northern Trust
19
Northern Trust
Illinois
$72.5M -$1.06M -60,590 -1%
MIP
20
Mondrian Investment Partners
United Kingdom
$66.7M +$3.32K +190 +0%
AG
21
Avala Global
New York
$64.9M +$13.5M +770,780 +24%
Macquarie Group
22
Macquarie Group
Australia
$64.7M -$1.31M -75,135 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$44.9M +$3.16M +181,015 +7%
SEI Investments
24
SEI Investments
Pennsylvania
$43.4M +$215K +12,295 +0.5%
Wells Fargo
25
Wells Fargo
California
$41.9M +$847K +48,565 +2%
1
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SONY Hedge Fund Activity: Q3 2023 in Review

615 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2023, worth a combined $7.89B — down 12% from $8.93B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SONY and 57 opened new positions — a net loss of 9 holders — while 201 trimmed existing stakes and 224 added.

The largest buyer was BlackRock, adding an estimated $42.7M. The largest seller was Point72 Asset Management, cutting an estimated $103M.

  • 615 institutional investors held Sony (SONY) as of Q3 2023, down from 629 in Q2 2023.
  • Funds reported $7.89B of Sony stock for Q3 2023, down 12% quarter-over-quarter.
  • 57 funds opened new Sony positions in Q3 2023 and 66 closed out, a net change of -9 holders.
  • The largest Sony buyer in Q3 2023 was BlackRock, an estimated $42.7M added.
  • The largest Sony seller in Q3 2023 was Point72 Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2023.