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650 hedge funds and large institutions have $8.04B invested in Sony in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

52% more call options, than puts

Call options by funds: $217M | Put options by funds: $143M

9% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 69

4% more capital invested

Capital invested by funds: $7.75B → $8.04B (+$282M)

0.25% more ownership

Funds ownership: 35.85%36.1% (+0.25%)

0% less funds holding

Funds holding: 651650 (-1)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
650
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.39%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
75
Increased
211
Reduced
233
Closed
69
Calls
$217M
Puts
$143M
Net Calls
+$74.5M
Net Calls Change
+$670K
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.83B -$20.9M -1,266,550 -1%
Aristotle Capital Management
2
Aristotle Capital Management
California
$912M +$3.01M +181,905 +0.3%
Fisher Asset Management
3
Fisher Asset Management
Washington
$651M +$70.1M +4,239,070 +12%
Bank of America
4
Bank of America
North Carolina
$393M -$445K -26,915 -0.1%
GAM
5
Groupama Asset Management
France
$378M +$1.74M +105,325 +27%
BlackRock
6
BlackRock
New York
$373M +$9.52M +575,770 +3%
Morgan Stanley
7
Morgan Stanley
New York
$368M -$17M -1,031,120 -5%
MIP
8
Mondrian Investment Partners
United Kingdom
$199M -$26.9M -1,625,935 -13%
HL
9
Harding Loevner
New Jersey
$167M +$139M +8,415,600 +603%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$130M -$29.9M -1,807,365 -19%
FMI
11
Fiduciary Management Inc
Wisconsin
$125M -$121M -7,299,795 -50%
GI
12
GAMCO Investors
Connecticut
$114M -$5.28M -319,635 -5%
GF
13
Gabelli Funds
New York
$113M -$2.81M -170,050 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$113M -$3.29M -199,005 -3%
Goldman Sachs
15
Goldman Sachs
New York
$111M -$7.5M -453,615 -7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$96.5M -$10.2M -619,900 -10%
ClearBridge Investments
17
ClearBridge Investments
New York
$92.9M -$43.2M -2,615,040 -32%
Northern Trust
18
Northern Trust
Illinois
$90.4M +$2.23M +134,845 +3%
Marshall Wace
19
Marshall Wace
United Kingdom
$72.1M +$69.3M +4,192,715 +8,495%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$53.9M -$23.3M -1,410,625 -31%
SEI Investments
21
SEI Investments
Pennsylvania
$51.9M +$1.72M +104,010 +4%
Wells Fargo
22
Wells Fargo
California
$48.4M +$337K +20,400 +0.7%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$46.3M -$293K -17,725 -0.6%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.8M +$16.6M +1,002,000 +78%
Citadel Advisors
25
Citadel Advisors
Florida
$28.6M +$20.8M +1,259,935 +296%