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658 hedge funds and large institutions have $8.89B invested in Sony in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 246 increasing their positions, 179 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 179

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

11% more capital invested

Capital invested by funds: $8.04B → $8.89B (+$857M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.84% more ownership

Funds ownership: 36.1%38.94% (+2.8%)

1% more funds holding

Funds holding: 650658 (+8)

4% less call options, than puts

Call options by funds: $183M | Put options by funds: $191M

Holders
658
Holders Change
+8
Holders Change %
+1.23%
% of All Funds
9.45%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
88
Increased
246
Reduced
179
Closed
74
Calls
$183M
Puts
$191M
Net Calls
-$7.98M
Net Calls Change
-$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.05B -$20.1M -1,105,250 -1%
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.03B -$4.25M -233,315 -0.4%
Fisher Asset Management
3
Fisher Asset Management
Washington
$834M +$88.6M +4,860,375 +13%
Bank of America
4
Bank of America
North Carolina
$481M +$32.3M +1,771,830 +8%
BlackRock
5
BlackRock
New York
$464M +$38.3M +2,101,095 +10%
Morgan Stanley
6
Morgan Stanley
New York
$428M +$8.69M +476,845 +2%
MIP
7
Mondrian Investment Partners
United Kingdom
$215M -$1.9M -104,320 -0.9%
FMI
8
Fiduciary Management Inc
Wisconsin
$209M +$63M +3,457,995 +47%
HL
9
Harding Loevner
New Jersey
$204M +$296M +16,214,385 +165%
Goldman Sachs
10
Goldman Sachs
New York
$142M +$15.1M +828,590 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$137M +$8.39M +460,270 +7%
GF
12
Gabelli Funds
New York
$126M -$2.98M -163,715 -2%
GI
13
GAMCO Investors
Connecticut
$124M -$5.08M -278,895 -4%
ClearBridge Investments
14
ClearBridge Investments
New York
$118M +$12.1M +662,165 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$108M -$1.3M -71,320 -1%
Northern Trust
16
Northern Trust
Illinois
$103M +$481K +26,370 +0.5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$102M -$43.5M -2,388,330 -31%
Marshall Wace
18
Marshall Wace
United Kingdom
$101M +$18.1M +991,520 +23%
Capital World Investors
19
Capital World Investors
California
$75.6M +$71.3M +3,914,235 New
SEI Investments
20
SEI Investments
Pennsylvania
$67.7M +$8.19M +449,400 +15%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$61.6M +$271K +14,870 +0.5%
Wells Fargo
22
Wells Fargo
California
$58.7M +$3.54M +194,045 +7%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$52.9M +$293K +16,095 +0.6%
Citigroup
24
Citigroup
New York
$34.4M +$2.41M +132,155 +8%
JP Morgan Chase
25
JP Morgan Chase
New York
$33.7M +$9.12M +500,450 +40%

SONY Hedge Fund Activity: Q3 2024 in Review

658 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2024, worth a combined $8.89B — up 11% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SONY positions and 74 closed out — a net gain of 14 holders — while 246 added to existing stakes and 179 trimmed.

The largest buyer was Harding Loevner, adding an estimated $296M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $378M sold.

  • 658 institutional investors held Sony (SONY) as of Q3 2024, up from 650 in Q2 2024.
  • Funds reported $8.89B of Sony stock for Q3 2024, up 11% quarter-over-quarter.
  • 88 funds opened new Sony positions in Q3 2024 and 74 closed out, a net change of +14 holders.
  • The largest Sony buyer in Q3 2024 was Harding Loevner, an estimated $296M added.
  • The largest Sony seller in Q3 2024 was Groupama Asset Management, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2024.