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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Bayesian Capital Management
New York
-$427K -83,000 Closed
CG
227
Caprock Group
Idaho
-$399K -77,645 Closed
JG
228
Jefferies Group
New York
-$340K -66,115 Closed
UCFA
229
United Capital Financial Advisors
Texas
-$331K -64,270 Closed
PP
230
Paloma Partners
Connecticut
-$298K -57,990 Closed
OSAM
231
O'Shaughnessy Asset Management
Connecticut
-$269K -52,085 Closed
DCM
232
Driehaus Capital Management
Illinois
-$247K -48,000 Closed
O
233
OppenheimerFunds
New York
-$228K -44,375 Closed
FNT
234
First National Trust
Pennsylvania
-$220K -42,770 Closed
Group One Trading
235
Group One Trading
Illinois
-$135K -25,255 Closed
Simplex Trading
236
Simplex Trading
Illinois
-$90.7K -16,910 Closed
UOTTAIMCU
237
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$82K -15,860 Closed
EDRH
238
Edmond de Rothschild Holding
Switzerland
-$26K -5,000 Closed
RFS
239
Rockefeller Financial Services
New York
-$10K -1,975 Closed
AIG
240
American International Group
New York
-$9K -1,860 Closed
MA
241
MUFG Americas
New York
-$6K -1,250 Closed
IR
242
Invictus RG
Bermuda
-$4K -870 Closed
NA
243
Navellier & Associates
Nevada
-$3K -540 Closed
BWA
244
Burt Wealth Advisors
Maryland
-$1K -65 Closed

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.