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384 hedge funds and large institutions have $5.7B invested in Sony in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 108 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

61% more call options, than puts

Call options by funds: $144M | Put options by funds: $89.4M

53% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 58

37% more capital invested

Capital invested by funds: $4.17B → $5.7B (+$1.52B)

8% more funds holding

Funds holding: 356384 (+28)

3.93% more ownership

Funds ownership: 38.87%42.79% (+3.9%)

6% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 115

Holders
384
Holders Change
+28
Holders Change %
+7.87%
% of All Funds
8.34%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.39%
New
89
Increased
108
Reduced
115
Closed
58
Calls
$144M
Puts
$89.4M
Net Calls
+$54.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
251
Cutter & Co Brokerage
Missouri
$258K +$242K +24,625 New
FFG
252
Fortem Financial Group
California
$257K -$20.1K -2,045 -8%
FWIA
253
Fort Washington Investment Advisors
Ohio
$255K
SS
254
Simplicity Solutions
Minnesota
$249K +$233K +23,735 New
HC
255
Henshaw Capital
Massachusetts
$248K +$233K +23,685 New
FGAM
256
Financial Gravity Asset Management
Texas
$238K -$59.1K -6,020 -21%
LCOV
257
London Company of Virginia
Virginia
$231K +$216K +22,000 New
HH
258
Hilltop Holdings
Texas
$228K +$213K +21,740 New
NA
259
NewEdge Advisors
Louisiana
$223K +$209K +21,290 New
BOPW
260
Brandywine Oak Private Wealth
Pennsylvania
$222K +$208K +21,210 New
KWA
261
KCS Wealth Advisory
California
$222K +$208K +21,215 New
DC
262
Davenport & Co
Virginia
$219K +$205K +20,875 New
QT
263
Quantamental Technologies
New York
$217K +$196K +20,010 +2,704%
HSA
264
HBK Sorce Advisory
Pennsylvania
$213K +$199K +20,295 New
DAS
265
Dynamic Advisor Solutions
Arizona
$211K +$198K +20,185 New
Franklin Resources
266
Franklin Resources
California
$210K +$196K +20,000 New
QOP
267
Quinn Opportunity Partners
Virginia
$210K +$196K +20,000 New
WCM Investment Management
268
WCM Investment Management
California
$208K +$195K +19,890 New
EIP
269
Epoch Investment Partners
New York
$206K +$193K +19,625 New
MC
270
Miles Capital
Iowa
$206K +$193K +19,670 New
WSTAM
271
Wilbanks Smith & Thomas Asset Management
Virginia
$205K +$192K +19,530 New
PAG
272
Private Advisor Group
New Jersey
$204K +$191K +19,495 New
LSAG
273
Lake Street Advisors Group
New Hampshire
$202K +$190K +19,305 New
HIIFS
274
Harel Insurance Investments & Financial Services
Israel
$194K +$133K +13,500 +270%
VFA
275
Valeo Financial Advisors
Indiana
$180K +$147K +15,000 +677%

SONY Hedge Fund Activity: Q2 2019 in Review

384 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2019, worth a combined $5.7B — up 37% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SONY positions and 58 closed out — a net gain of 31 holders — while 108 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Primecap Management, cutting an estimated $46.7M.

  • 384 institutional investors held Sony (SONY) as of Q2 2019, up from 356 in Q1 2019.
  • Funds reported $5.7B of Sony stock for Q2 2019, up 37% quarter-over-quarter.
  • 89 funds opened new Sony positions in Q2 2019 and 58 closed out, a net change of +31 holders.
  • The largest Sony buyer in Q2 2019 was BlackRock, an estimated $155M added.
  • The largest Sony seller in Q2 2019 was Primecap Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2019.