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393 hedge funds and large institutions have $5.93B invested in Sony in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 128 increasing their positions, 106 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 43

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

25% more call options, than puts

Call options by funds: $125M | Put options by funds: $100M

21% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 106

18% more capital invested

Capital invested by funds: $5.01B → $5.93B (+$916M)

8% more funds holding

Funds holding: 365393 (+28)

0.08% less ownership

Funds ownership: 38.59%38.5% (-0.08%)

Holders
393
Holders Change
+28
Holders Change %
+7.67%
% of All Funds
8.98%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
74
Increased
128
Reduced
106
Closed
43
Calls
$125M
Puts
$100M
Net Calls
+$24.6M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
301
Avantax Planning Partners
Iowa
$59K +$53.9K +4,900 New
GWM
302
Geneos Wealth Management
Colorado
$58K +$16.8K +1,525 +46%
Capital World Investors
303
Capital World Investors
California
$57K -$2.59K -235 -5%
CAW
304
Cornerstone Advisors (Washington)
Washington
$57K +$4.35K +395 +9%
IDBONY
305
Israel Discount Bank of New York
New York
$56K +$45.4K +4,125 +825%
TPWA
306
TRUE Private Wealth Advisors
Oregon
$49.2K +$44.7K +4,060 New
MA
307
MUFG Americas
New York
$47K +$42.7K +3,875 New
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$44K +$39.6K +3,595 New
JFGIW
309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K
SPIA
310
Steward Partners Investment Advisory
New York
$43K +$37.1K +3,370 +2,324%
BWP
311
Baldwin Wealth Partners
Massachusetts
$42K
H
312
Hexavest
Quebec, Canada
$42K
WT
313
Whittier Trust
California
$42K +$5.89K +535 +19%
APA
314
American Portfolios Advisors
New York
$42K -$59.7K -5,420 -61%
OIA
315
OneDigital Investment Advisors
Kansas
$38K
SWP
316
Stratos Wealth Partners
Ohio
$37K +$33.7K +3,060 New
TL
317
TrueWealth LLC
Georgia
$34K
FC
318
Ferris Capital
Massachusetts
$33K -$2.75K -250 -8%
TCOV
319
Trust Company of Vermont
Vermont
$33K +$1.49K +135 +5%
CGT
320
Capital Guardian Trust
California
$32K +$29.4K +2,675 New
LIA
321
LS Investment Advisors
Michigan
$30K
FCB
322
First Command Bank
Texas
$29K
FCFS
323
First Command Financial Services
Texas
$29K
MYIA
324
Mount Yale Investment Advisors
Colorado
$27K
TWA
325
TCI Wealth Advisors
Arizona
$27K

SONY Hedge Fund Activity: Q3 2018 in Review

393 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2018, worth a combined $5.93B — up 18% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SONY positions and 43 closed out — a net gain of 31 holders — while 128 added to existing stakes and 106 trimmed.

The largest buyer was Soroban Capital Partners, opening a new position worth an estimated $84M. The largest seller was Lazard Asset Management, cutting an estimated $69.8M.

  • 393 institutional investors held Sony (SONY) as of Q3 2018, up from 365 in Q2 2018.
  • Funds reported $5.93B of Sony stock for Q3 2018, up 18% quarter-over-quarter.
  • 74 funds opened new Sony positions in Q3 2018 and 43 closed out, a net change of +31 holders.
  • The largest Sony buyer in Q3 2018 was Soroban Capital Partners, an estimated $84M added.
  • The largest Sony seller in Q3 2018 was Lazard Asset Management, an estimated $69.8M sold.

Based on aggregated 13F filings for Q3 2018.