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381 hedge funds and large institutions have $4.61B invested in Sony in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $86.1M | Put options by funds: $64.6M

0.87% less ownership

Funds ownership: 38.5%37.64% (-0.87%)

9% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 77

3% less funds holding

Funds holding: 393381 (-12)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $5.93B → $4.61B (-$1.32B)

24% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 135

Holders
381
Holders Change
-12
Holders Change %
-3.05%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
70
Increased
103
Reduced
135
Closed
77
Calls
$86.1M
Puts
$64.6M
Net Calls
+$21.5M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
226
AllianceBernstein
Tennessee
$278K +$304K +28,765 New
FAAS
227
First Allied Advisory Services
California
$274K +$37.5K +3,540 +14%
9WM
228
9258 Wealth Management
Ohio
$263K +$288K +27,250 New
FFG
229
Fortem Financial Group
California
$258K +$283K +26,730 New
CIBC World Market
230
CIBC World Market
Ontario, Canada
$254K -$252K -23,850 -48%
EMG
231
Ellington Management Group
Connecticut
$246K +$58.2K +5,500 +28%
FC
232
FCA Corp
Texas
$241K
RHBC
233
R.H. Bluestein & Co
Michigan
$241K +$265K +25,000 New
WCM
234
Weld Capital Management
New York
$240K +$263K +24,840 New
State Street
235
State Street
Massachusetts
$235K +$12.6K +1,190 +5%
JIC
236
Johnson Investment Counsel
Ohio
$234K
BOPW
237
Brandywine Oak Private Wealth
Pennsylvania
$231K +$253K +23,880 New
BUB
238
BBVA USA Bancshares
Texas
$229K -$39.5K -3,735 -14%
DACG
239
Donor Advised Charitable Giving
California
$223K +$244K +23,050 New
PCM
240
Prelude Capital Management
New York
$219K -$2.1M -198,915 -90%
LCOV
241
London Company of Virginia
Virginia
$212K
HH
242
Hilltop Holdings
Texas
$210K -$1.48K -140 -0.6%
WCM Investment Management
243
WCM Investment Management
California
$203K +$1.16K +110 +0.5%
MC
244
Miles Capital
Iowa
$202K +$15.2K +1,435 +7%
IA
245
IFP Advisors
Florida
$199K -$149K -14,085 -40%
Lazard Asset Management
246
Lazard Asset Management
New York
$189K -$74.2K -7,015 -26%
MOS
247
MGO One Seven
Ohio
$187K +$1.53K +145 +0.7%
JIR
248
James Investment Research
Ohio
$169K -$63.5K -6,000 -26%
SFA
249
Semmax Financial Advisors
North Carolina
$163K +$179K +16,890 New
SWM
250
SeaCrest Wealth Management
New York
$148K +$18.3K +1,725 +13%

SONY Hedge Fund Activity: Q4 2018 in Review

381 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2018, worth a combined $4.61B — down 22% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of SONY and 70 opened new positions — a net loss of 7 holders — while 135 trimmed existing stakes and 103 added.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $56.6M. The largest seller was Primecap Management, cutting an estimated $69.9M.

  • 381 institutional investors held Sony (SONY) as of Q4 2018, down from 393 in Q3 2018.
  • Funds reported $4.61B of Sony stock for Q4 2018, down 22% quarter-over-quarter.
  • 70 funds opened new Sony positions in Q4 2018 and 77 closed out, a net change of -7 holders.
  • The largest Sony buyer in Q4 2018 was Menora Mivtachim Holdings, an estimated $56.6M added.
  • The largest Sony seller in Q4 2018 was Primecap Management, an estimated $69.9M sold.

Based on aggregated 13F filings for Q4 2018.