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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
WIM
301
Westside Investment Management
California
$7.68K +$4.93K +500 +167%
JAM
302
Jolley Asset Management
North Carolina
$7K -$485K -49,250 -99%
First Manhattan
303
First Manhattan
New York
$7K
NSIM
304
North Star Investment Management
Illinois
$7K
CFA
305
Carroll Financial Associates
North Carolina
$6K -$3.74K -380 -36%
CB
306
Community Bank
New York
$6K
HMS
307
Hanseatic Management Services
New Mexico
$6K
VFA
308
Valeo Financial Advisors
Indiana
$6K +$690 +70 +12%
AAP
309
Arax Advisory Partners
Colorado
$6K +$3K +305 +88%
GAM
310
Gemmer Asset Management
California
$6K +$5.76K +585 New
WEC
311
Winslow Evans & Crocker
Massachusetts
$5.32K
SAM
312
Shamrock Asset Management
Texas
$5K -$1.48K -150 -21%
ME
313
McIlrath & Eck
Washington
$5K -$788 -80 -14%
CFG
314
CKW Financial Group
Hawaii
$5K
MCM
315
Manchester Capital Management
Vermont
$5K
OWA
316
One Wealth Advisors
California
$5K
ATC
317
Adirondack Trust Company
New York
$5K +$3.2K +325 +163%
AC
318
Avestar Capital
New York
$5K +$4.83K +490 New
TC
319
Trilogy Capital
California
$5K +$4.93K +500 New
RFA
320
Reilly Financial Advisors
California
$5K +$5.37K +545 New
FHA
321
First Horizon Advisors
Tennessee
$4K -$1.38K -140 -25%
WCM
322
Whitener Capital Management
North Carolina
$4K
FRA
323
Front Row Advisors
California
$4K +$2.86K +290 +305%
CFG
324
Citizens Financial Group
Rhode Island
$4K +$3.79K +385 New
TFO
325
Tarbox Family Office
California
$4K +$4.38K +445 New

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.