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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
TL
251
TrueWealth LLC
Georgia
$31K +$29.8K +3,465 New
RE
252
RBC Europe
United Kingdom
$29.2K
GWM
253
Geneos Wealth Management
Colorado
$29K
OIA
254
OneDigital Investment Advisors
Kansas
$28K
PFA
255
Pathway Financial Advisors
Vermont
$28K +$27.1K +3,160 New
HR
256
Howe & Rusling
New York
$27K
SWP
257
Stratos Wealth Partners
Ohio
$27K +$26.2K +3,055 New
WT
258
Whittier Trust
California
$26K +$4.42K +515 +22%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$24K +$22.8K +2,650 New
AFNAS
260
American Financial Network Advisory Services
California
$23K
TCOV
261
Trust Company of Vermont
Vermont
$23K
GBT
262
Grove Bank & Trust
Florida
$22K -$51.5K -6,000 -71%
LIA
263
LS Investment Advisors
Michigan
$22K
TRCT
264
Tower Research Capital (TRC)
New York
$22K +$12.9K +1,500 +150%
FCB
265
First Command Bank
Texas
$21K
FCFS
266
First Command Financial Services
Texas
$21K
HNB
267
Huntington National Bank
Ohio
$21K +$19.9K +2,320 New
TWA
268
TCI Wealth Advisors
Arizona
$20K
LFA
269
Legacy Financial Advisors
Kentucky
$20K +$19.4K +2,255 New
LWA
270
Lenox Wealth Advisors
New York
$19K +$17.9K +2,085 New
PWM
271
Perigon Wealth Management
California
$18K
WA
272
Winfield Associates
Ohio
$18K +$644 +75 +4%
HIM
273
Hillsdale Investment Management
Ontario, Canada
$18K +$17.2K +2,000 New
SPI
274
Santori & Peters Inc
Pennsylvania
$17K +$15.7K +1,830 New
CHP
275
Cable Hill Partners
Oregon
$16K -$5.07K -590 -26%

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.