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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$834M
2
HL
Harding Loevner
New Jersey
$219M
3
MIP
Mondrian Investment Partners
United Kingdom
$169M
4
AM
Atreides Management
Massachusetts
$70.2M
5
BlackRock
BlackRock
New York
$423M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$3.11M
2
Aristotle Capital Management
Aristotle Capital Management
California
$1.03B
3
Primecap Management
Primecap Management
California
$2.1B
4
AG
Avala Global
New York
$40.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Primecap Management
1
Primecap Management
California
$2.1B -$47.4M -2,503,850 -2%
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.03B -$52.5M -2,771,575 -5%
Morgan Stanley
3
Morgan Stanley
New York
$834M +$439M +23,155,330 +111%
Fisher Asset Management
4
Fisher Asset Management
Washington
$602M +$32.3M +1,707,830 +6%
Bank of America
5
Bank of America
North Carolina
$450M +$11.7M +618,250 +3%
BlackRock
6
BlackRock
New York
$423M +$43.5M +2,295,210 +11%
FMI
7
Fiduciary Management Inc
Wisconsin
$294M -$18.9M -1,000,000 -6%
HL
8
Harding Loevner
New Jersey
$219M +$210M +10,905,845 +2,207%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$177M +$14.5M +766,960 +9%
MIP
10
Mondrian Investment Partners
United Kingdom
$169M +$91.9M +4,855,120 +119%
ClearBridge Investments
11
ClearBridge Investments
New York
$151M -$2.84M -149,975 -2%
GI
12
GAMCO Investors
Connecticut
$138M -$5.59M -294,920 -4%
GF
13
Gabelli Funds
New York
$137M -$3.44M -181,750 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$127M +$26.3M +1,387,685 +26%
Goldman Sachs
15
Goldman Sachs
New York
$121M -$575K -30,370 -0.5%
AM
16
AGF Management
Ontario, Canada
$121M -$889K -46,930 -0.7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$119M +$3.7M +195,230 +3%
MMH
18
Menora Mivtachim Holdings
Israel
$105M -$379K -20,000 -0.4%
Northern Trust
19
Northern Trust
Illinois
$99.9M +$16.7M +879,660 +20%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$82.6M -$1.22M -64,605 -1%
AM
21
Atreides Management
Massachusetts
$70.2M +$70.2M +3,707,375 New
SEI Investments
22
SEI Investments
Pennsylvania
$53.4M +$3.53M +186,340 +7%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$51.8M +$223K +11,750 +0.4%
Wells Fargo
24
Wells Fargo
California
$50.4M +$2.25M +118,620 +5%
Macquarie Group
25
Macquarie Group
Australia
$49.8M -$24.5M -1,294,230 -33%
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