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Sony
SONY

266 hedge funds and large institutions have $3.26B invested in Sony in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

5% more funds holding

Funds holding: 253 → 266 (+13)

1.11% more ownership

Funds ownership: 33.42% → 34.53% (+1.1%)

8% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $33.3M

1% more capital invested

Capital invested by funds: $3.23B → $3.26B (+$32.7M)

3% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 80

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
266
Holders Change
+13
Holders Change %
+5.14%
% of All Funds
6.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
78
Reduced
80
Closed
26
Calls
$35.8M
Puts
$33.3M
Net Calls
+$2.51M
Net Calls Change
+$9.12M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$43.4M
2
Ameriprise
Ameriprise
Minnesota
+$28.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$22M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$17.8M
5
Morgan Stanley
Morgan Stanley
New York
+$15.3M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.8M
2
Primecap Management
Primecap Management
California
-$23.2M
3
Lazard Asset Management
Lazard Asset Management
New York
-$16.1M
4
CIP
Chartwell Investment Partners
Pennsylvania
-$12.1M
5
SCM
Sanoor Capital Management
Connecticut
-$8.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CO
276
Caldwell & Orkin
Georgia
– -$317K -41,500 Closed
RJT
277
Raymond James Trust
Florida
– -$235K -30,875 Closed
VWM
278
Venturi Wealth Management
Texas
– -$229K -30,000 Closed
DWT
279
Dorsey & Whitney Trust
South Dakota
– -$212K -27,910 Closed
CPC
280
Cookson Peirce & Co
Pennsylvania
– -$201K -26,275 Closed
OA
281
Opes Advisors
California
– -$206K -25,000 Closed
NA
282
NewEdge Advisors
Louisiana
– -$106K -13,875 Closed
BWA
283
BDO Wealth Advisors
Florida
– -$76K -10,000 Closed
SEC
284
Seven Eight Capital
New York
– -$61K -8,000 Closed
AIM
285
Acrospire Investment Management
Illinois
– -$59K -7,700 Closed
FC
286
Ferris Capital
Massachusetts
– -$27K -3,500 Closed
WIM
287
Westside Investment Management
California
– -$3.81K -500 Closed
CTC
288
Central Trust Company
Missouri
– -$2.9K -370 -96%
FFW
289
Fusion Family Wealth
New York
– -$1K -5 Closed
8 9 10 11
12

SONY Hedge Fund Activity: Q3 2017 in Review

266 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2017, worth a combined $3.26B — up 1% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 26 closed out — a net gain of 15 holders — while 78 added to existing stakes and 80 trimmed.

The largest buyer was Millennium Management, adding an estimated $43.4M. The largest seller was Fidelity Investments, cutting an estimated $23.8M.

  • 266 institutional investors held Sony (SONY) as of Q3 2017, up from 253 in Q2 2017.
  • Funds reported $3.26B of Sony stock for Q3 2017, up 1% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q3 2017 and 26 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q3 2017 was Millennium Management, an estimated $43.4M added.
  • The largest Sony seller in Q3 2017 was Fidelity Investments, an estimated $23.8M sold.

Based on aggregated 13F filings for Q3 2017.