We are live on ! Find out more

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
CPIG
251
Chicago Partners Investment Group
Illinois
$72K -$5.66K -575 -7%
RE
252
RBC Europe
United Kingdom
$71.3K +$40.6K +4,125 +127%
EFSCE
253
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$7.49K +760 +14%
TJHA
254
Thomas J. Herzfeld Advisors
Florida
$54K -$2.81K -285 -5%
PCG
255
Private Capital Group
Connecticut
$54K +$591 +60 +1%
PA
256
Parallel Advisors
California
$52K +$1.97K +200 +4%
AIM
257
Advantage Investment Management
Iowa
$48K
BFEC
258
Benjamin F. Edwards & Company
Missouri
$48K
PGWM
259
Parisi Gray Wealth Management
New Jersey
$48K
APP
260
Avantax Planning Partners
Iowa
$47K +$48.3K +4,900 New
CAW
261
Cornerstone Advisors (Washington)
Washington
$37K +$1.77K +180 +5%
Manulife (Manufacturers Life Insurance)
262
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37K +$2.96K +300 +8%
HNB
263
Huntington National Bank
Ohio
$35K +$13.2K +1,340 +58%
H
264
Hexavest
Quebec, Canada
$34K
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K
BWP
266
Baldwin Wealth Partners
Massachusetts
$34K +$27.1K +2,750 +367%
CIP
267
Convergence Investment Partners
Florida
$34K +$34.5K +3,500 New
SWP
268
Stratos Wealth Partners
Ohio
$33K +$3.3K +335 +11%
FCFS
269
First Command Financial Services
Texas
$33K +$10K +1,020 +43%
FCB
270
First Command Bank
Texas
$33K +$10K +1,020 +43%
GWM
271
Geneos Wealth Management
Colorado
$31K
PFA
272
Pathway Financial Advisors
Vermont
$31K
OIA
273
OneDigital Investment Advisors
Kansas
$30K
WT
274
Whittier Trust
California
$30K +$1.72K +175 +6%
FC
275
Ferris Capital
Massachusetts
$29K +$29.6K +3,000 New

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.