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234 hedge funds and large institutions have $2.94B invested in Sony in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $2.34B → $2.94B (+$598M)

18% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $19.6M

3% more funds holding

Funds holding: 228234 (+6)

1.45% more ownership

Funds ownership: 33.02%34.47% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
71
Reduced
67
Closed
32
Calls
$23.1M
Puts
$19.6M
Net Calls
+$3.53M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
226
Reilly Financial Advisors
California
$1K
TF
227
Tompkins Financial
New York
$1K
IWM
228
IHT Wealth Management
Illinois
$1K +$1.37K +220 New
GWM
229
Geneos Wealth Management
Colorado
$1K +$1.59K +255 New
GEA
230
Glen Eagle Advisors
New Jersey
$837
Walleye Trading
231
Walleye Trading
New York
$167 -$1.52M -243,920 -91%
CCM
232
Conatus Capital Management
Connecticut
-$8.58M -1,531,110 Closed
Capital Fund Management (CFM)
233
Capital Fund Management (CFM)
France
-$5.43M -969,200 Closed
SG Americas Securities
234
SG Americas Securities
New York
-$4.05M -650,350 Closed
Voloridge Investment Management
235
Voloridge Investment Management
Florida
-$2.67M -476,980 Closed
GPC
236
Glacier Peak Capital
Washington
-$1.26M -225,000 Closed
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
-$1.27M -203,560 Closed
BBCM
238
Boardman Bay Capital Management
New York
-$1.12M -200,000 Closed
ACM
239
Advent Capital Management
New York
-$701K -125,000 Closed
SCM
240
Stevens Capital Management
Pennsylvania
-$594K -105,950 Closed
FA
241
FDx Advisors
Illinois
-$573K -102,195 Closed
TH
242
Timber Hill
Connecticut
-$564K -90,565 Closed
VWM
243
Venturi Wealth Management
Texas
-$364K -65,000 Closed
FRM
244
Fox Run Management
Connecticut
-$322K -57,500 Closed
HighTower Advisors
245
HighTower Advisors
Illinois
-$300K -53,975 Closed
AAM
246
Aureus Asset Management
Massachusetts
-$294K -52,500 Closed
PP
247
Paloma Partners
Connecticut
-$282K -50,390 Closed
EA
248
Euclid Advisors
Connecticut
-$280K -50,000 Closed
Brown Advisory
249
Brown Advisory
Maryland
-$244K -43,490 Closed
BTNA
250
Bremer Trust National Association
Minnesota
-$237K -42,210 Closed

SONY Hedge Fund Activity: Q1 2017 in Review

234 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2017, worth a combined $2.94B — up 26% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $66.1M. The largest seller was Nine Masts Capital, cutting an estimated $22.1M.

  • 234 institutional investors held Sony (SONY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.94B of Sony stock for Q1 2017, up 26% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q1 2017 was Arrowstreet Capital, an estimated $66.1M added.
  • The largest Sony seller in Q1 2017 was Nine Masts Capital, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.