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210 hedge funds and large institutions have $2.31B invested in Sony in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7.08% less ownership

Funds ownership: 44.54%37.46% (-7.1%)

7% less funds holding

Funds holding: 227210 (-17)

22% less capital invested

Capital invested by funds: $2.95B → $2.31B (-$641M)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

39% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 41

42% less call options, than puts

Call options by funds: $31M | Put options by funds: $53.1M

Holders
210
Holders Change
-17
Holders Change %
-7.49%
% of All Funds
5.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
25
Increased
63
Reduced
85
Closed
41
Calls
$31M
Puts
$53.1M
Net Calls
-$22.1M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Paloma Partners
Connecticut
-$241K -42,510 Closed
BCM
227
Bluefin Capital Management
New York
-$226K -39,780 Closed
DHFB
228
Dixon Hubard Feinour & Brown
Virginia
-$217K -38,250 Closed
CIBC World Market
229
CIBC World Market
Ontario, Canada
-$216K -38,005 Closed
JIC
230
Johnson Investment Counsel
Ohio
-$211K -37,315 Closed
CCA
231
Checchi Capital Advisers
California
-$207K -36,435 Closed
B
232
BancorpSouth
Mississippi
-$201K -35,325 Closed
PCM
233
Prelude Capital Management
New York
-$67K -11,885 Closed
SCA
234
Strategic Capital Alternatives
United States
-$14K -2,500 Closed
SF
235
Synovus Financial
Georgia
-$14K -2,500 Closed
CFA
236
Carroll Financial Associates
North Carolina
-$10K -1,710 Closed
1832 Asset Management
237
1832 Asset Management
Ontario, Canada
-$6K -1,000 Closed
FHA
238
First Horizon Advisors
Tennessee
-$5K -1,000 Closed
SSB
239
Sandy Spring Bank
Maryland
-$6K -1,000 Closed
TRCT
240
Tower Research Capital (TRC)
New York
-$6K -1,000 Closed
BRWM
241
B. Riley Wealth Management
Tennessee
-$2K -500 Closed
RIA
242
Regal Investment Advisors
Michigan
-$2.53K -475 -95%
FMII
243
Farmers & Merchants Investments Inc
Nebraska
-$1K -230 Closed
PO
244
Private Ocean
California
-$1K -125 Closed

SONY Hedge Fund Activity: Q3 2015 in Review

210 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2015, worth a combined $2.31B — down 22% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SONY and 25 opened new positions — a net loss of 16 holders — while 85 trimmed existing stakes and 63 added.

The largest buyer was Bank of America, adding an estimated $29.5M. The largest seller was Cambiar Investors, exiting entirely with an estimated $136M sold.

  • 210 institutional investors held Sony (SONY) as of Q3 2015, down from 227 in Q2 2015.
  • Funds reported $2.31B of Sony stock for Q3 2015, down 22% quarter-over-quarter.
  • 25 funds opened new Sony positions in Q3 2015 and 41 closed out, a net change of -16 holders.
  • The largest Sony buyer in Q3 2015 was Bank of America, an estimated $29.5M added.
  • The largest Sony seller in Q3 2015 was Cambiar Investors, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2015.