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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
LC
251
Lindbrook Capital
California
$148K +$163K +15,395 New
Toronto Dominion Bank
252
Toronto Dominion Bank
Ontario, Canada
$143K
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$140K +$8.89K +840 +6%
Credit Agricole
254
Credit Agricole
France
$137K
RFC
255
Regions Financial Corp
Alabama
$122K -$123K -11,660 -48%
PCP
256
Proficio Capital Partners
Massachusetts
$117K -$3.39K -320 -3%
TRCT
257
Tower Research Capital (TRC)
New York
$117K +$54.2K +5,125 +73%
BBA
258
Braun-Bostich & Associates
Pennsylvania
$115K
GWMIA
259
Global Wealth Management Investment Advisory
Florida
$108K +$119K +11,205 New
CFGS
260
Concourse Financial Group Securities
Alabama
$102K -$265 -25 -0.2%
SBL
261
Sargent Bickham Lagudis
Colorado
$97K
SNT
262
Security National Trust
West Virginia
$97K
WPW
263
Winthrop Partners - WNY
New York
$96.6K
BTNA
264
Bremer Trust National Association
Minnesota
$96K +$105K +9,910 New
AF
265
Advisornet Financial
Minnesota
$91K +$99.5K +9,400 New
LFA
266
Legacy Financial Advisors
Kentucky
$85K +$4.66K +440 +5%
ASN
267
Advisory Services Network
Georgia
$77K -$118K -11,145 -58%
BC
268
Bartlett & Co
Ohio
$77K
BCWM
269
Bartlett & Co Wealth Management
Ohio
$76.5K
MCM
270
McKinley Capital Management
Alaska
$75K -$39.9K -3,775 -33%
LWM
271
Liberty Wealth Management
California
$72K +$79.8K +7,545 New
RE
272
RBC Europe
United Kingdom
$71.2K
APA
273
American Portfolios Advisors
New York
$67K +$36.8K +3,475 +100%
PA
274
Parallel Advisors
California
$62K -$1.91K -180 -3%
Walleye Trading
275
Walleye Trading
New York
$59K -$7.01M -662,050 -99%

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.