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348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
226
State Street
Massachusetts
$224K -$143K -14,500 -39%
HH
227
Hilltop Holdings
Texas
$223K -$11.6K -1,180 -5%
BJL
228
Brighton Jones LLC
Washington
$220K -$318K -32,280 -59%
HC
229
Henshaw Capital
Massachusetts
$215K -$123K -12,450 -36%
VWA
230
V Wealth Advisors
Kansas
$213K +$214K +21,680 New
LCOV
231
London Company of Virginia
Virginia
$213K +$217K +22,000 New
TAM
232
Tocqueville Asset Management
New York
$205K +$209K +21,180 New
MCM
233
Murphy Capital Management
New Jersey
$203K +$207K +21,000 New
KeyBank National Association
234
KeyBank National Association
Ohio
$201K +$204K +20,750 New
LSAG
235
Lake Street Advisors Group
New Hampshire
$201K +$205K +20,800 New
APA
236
American Portfolios Advisors
New York
$197K +$148 +15 +0.1%
HI
237
Harrington Investments
California
$191K +$195K +19,765 New
MOS
238
MGO One Seven
Ohio
$169K +$165K +16,755 +2,327%
QT
239
Quantbot Technologies
New York
$151K -$15.2K -1,545 -9%
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$147K +$69.9K +7,100 +88%
PCP
241
Proficio Capital Partners
Massachusetts
$121K -$788 -80 -0.6%
BBA
242
Braun-Bostich & Associates
Pennsylvania
$115K
LFA
243
Legacy Financial Advisors
Kentucky
$112K +$89.3K +9,070 +402%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$106K +$108K +10,965 New
BC
245
Bartlett & Co
Ohio
$106K +$108K +10,965 New
WPW
246
Winthrop Partners - WNY
New York
$97.1K +$98.5K +10,000 New
SBL
247
Sargent Bickham Lagudis
Colorado
$97K
SNT
248
Security National Trust
West Virginia
$97K
OGC
249
Oak Grove Capital
New Hampshire
$87K -$143K -14,500 -62%
Parallax Volatility Advisers
250
Parallax Volatility Advisers
California
$82K -$207K -21,055 -71%

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.