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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
OWA
301
One Wealth Advisors
California
$5K +$4.21K +490 New
ME
302
McIlrath & Eck
Washington
$5K +$4.98K +580 New
VFA
303
Valeo Financial Advisors
Indiana
$5K +$5.15K +600 New
WEC
304
Winslow Evans & Crocker
Massachusetts
$4.95K +$4.72K +550 New
Walleye Trading
305
Walleye Trading
New York
$4.19K +$3.98M +463,060 +15,182%
CFG
306
CKW Financial Group
Hawaii
$4K
MCM
307
Manchester Capital Management
Vermont
$4K
WCM
308
Whitener Capital Management
North Carolina
$4K +$4.29K +500 New
AAP
309
Arax Advisory Partners
Colorado
$3K
LWA
310
Lowe Wealth Advisors
Maryland
$3K
WC
311
Whitnell & Co
Illinois
$3K +$2.66K +310 New
RFM
312
Royal Fund Management
Florida
$3K +$3.05K +355 New
WIM
313
Westside Investment Management
California
$2.94K +$2.58K +300 New
IWM
314
IHT Wealth Management
Illinois
$2K
LNB
315
Ledyard National Bank
$2K
ATC
316
Adirondack Trust Company
New York
$2K +$1.72K +200 New
FA
317
Fagan Associates
New York
$1.3K +$27.3K +3,175 +2%
GEA
318
Glen Eagle Advisors
New Jersey
$1.12K
Capital Research Global Investors
319
Capital Research Global Investors
California
$1K -$129 -15 -13%
Capital World Investors
320
Capital World Investors
California
$1K -$129 -15 -12%
FMP
321
Financial Management Professionals
Texas
$1K
SMG
322
Spectrum Management Group
Indiana
$1K
TF
323
Tompkins Financial
New York
$1K
WWM
324
Willingdon Wealth Management
North Carolina
$1K
FFW
325
Fusion Family Wealth
New York
$1K +$43 +5 New

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.