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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
IIC
276
Integrated Investment Consultants
Michigan
$29K +$29.6K +3,000 New
TL
277
TrueWealth LLC
Georgia
$27K -$6.5K -660 -19%
TCOV
278
Trust Company of Vermont
Vermont
$25K
CG
279
Cutler Group
California
$24K -$473K -48,000 -95%
LIA
280
LS Investment Advisors
Michigan
$24K
TWA
281
TCI Wealth Advisors
Arizona
$22K
LWA
282
Lenox Wealth Advisors
New York
$20K
EWM
283
Endurance Wealth Management
Rhode Island
$19K -$197K -20,000 -91%
HR
284
Howe & Rusling
New York
$19K -$10.8K -1,100 -36%
HIM
285
Hillsdale Investment Management
Ontario, Canada
$19K
PWM
286
Perigon Wealth Management
California
$19K
RCAG
287
Rehmann Capital Advisory Group
Michigan
$18K +$18.6K +1,890 New
WTB
288
Washington Trust Bank
Washington
$17K
CHP
289
Cable Hill Partners
Oregon
$16K
THWM
290
Taylor Hoffman Wealth Management
Virginia
$15K +$14.8K +1,500 New
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$13K
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$11K -$15.4K -1,560 -59%
UBS AM
293
UBS AM
Illinois
$10.2K
AF
294
Allworth Financial
California
$10K
DAM
295
Delta Asset Management
Tennessee
$10K
RIA
296
RPG Investment Advisory
California
$10K
CTC
297
Central Trust Company
Missouri
$10K +$10.2K +1,040 +6,933%
Acadian Asset Management
298
Acadian Asset Management
Massachusetts
$9K -$114K -11,610 -92%
FPFS
299
First Personal Financial Services
North Carolina
$9K +$8.67K +880 New
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.46K +250 +44%

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.