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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
WTB
276
Washington Trust Bank
Washington
$16K
DCM
277
Delpha Capital Management
New York
$13K +$12.9K +1,500 New
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$12K
CA
279
Calton & Associates
Florida
$12K +$10.7K +1,250 New
UBS AM
280
UBS AM
Illinois
$9.53K +$3.13K +365 +53%
AF
281
Allworth Financial
California
$9K
APSP
282
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
CFA
283
Carroll Financial Associates
North Carolina
$9K
DAM
284
Delta Asset Management
Tennessee
$9K
RIA
285
RPG Investment Advisory
California
$9K
AssetMark Inc
286
AssetMark Inc
California
$9K +$5.11K +595 +145%
PWM
287
Paulson Wealth Management
Illinois
$9K +$8.8K +1,025 New
RPC
288
Rossmore Private Capital
Connecticut
$8.99K +$8.59K +1,000 New
NSIM
289
North Star Investment Management
Illinois
$7K
BWP
290
Baldwin Wealth Partners
Massachusetts
$7K +$6.44K +750 New
BTIS
291
BB&T Investment Services
North Carolina
$6K
Bessemer Group
292
Bessemer Group
New Jersey
$6K
First Manhattan
293
First Manhattan
New York
$6K
HMS
294
Hanseatic Management Services
New Mexico
$6K
SAM
295
Shamrock Asset Management
Texas
$6K +$6.01K +700 New
MOS
296
MGO One Seven
Ohio
$6K +$6.18K +720 New
FHA
297
First Horizon Advisors
Tennessee
$5K -$1.89K -220 -28%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$5K
CB
299
Community Bank
New York
$5K
SIA
300
Sit Investment Associates
Minnesota
$5K

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.