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336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
226
Quantbot Technologies
New York
$155K -$493K -57,450 -77%
STA
227
Summit Trail Advisors
New York
$115K +$101K +11,745 New
Acadian Asset Management
228
Acadian Asset Management
Massachusetts
$113K -$164K -19,075 -60%
PCP
229
Proficio Capital Partners
Massachusetts
$113K -$816 -95 -0.7%
WTC
230
WhitTier Trust Company
Nevada
$109K +$105K +12,180 New
BBA
231
Braun-Bostich & Associates
Pennsylvania
$107K +$102K +11,870 New
CCM
232
Cribstone Capital Management
Maine
$99K
SBL
233
Sargent Bickham Lagudis
Colorado
$90K
SNT
234
Security National Trust
West Virginia
$90K
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$81K -$257K -29,915 -77%
JIR
236
James Investment Research
Ohio
$76K +$21.5K +2,500 +42%
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$73K +$1.2K +140 +2%
CPIG
238
Chicago Partners Investment Group
Illinois
$72K -$1.93K -225 -3%
TJHA
239
Thomas J. Herzfeld Advisors
Florida
$53K -$16.4K -1,915 -25%
ZB
240
Zions Bancorporation
Utah
$52K -$5.88K -685 -11%
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$47K
PA
242
Parallel Advisors
California
$46K
PGWM
243
Parisi Gray Wealth Management
New Jersey
$46K +$42.9K +5,000 New
AIM
244
Advantage Investment Management
Iowa
$45K
BFEC
245
Benjamin F. Edwards & Company
Missouri
$45K
First Eagle Investment Management
246
First Eagle Investment Management
New York
$36K
CAW
247
Cornerstone Advisors (Washington)
Washington
$33K
Manulife (Manufacturers Life Insurance)
248
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K -$816 -95 -3%
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K
H
250
Hexavest
Quebec, Canada
$31K

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.