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384 hedge funds and large institutions have $5.7B invested in Sony in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 108 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

61% more call options, than puts

Call options by funds: $144M | Put options by funds: $89.4M

53% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 58

37% more capital invested

Capital invested by funds: $4.17B → $5.7B (+$1.52B)

8% more funds holding

Funds holding: 356384 (+28)

3.93% more ownership

Funds ownership: 38.87%42.79% (+3.9%)

6% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 115

Holders
384
Holders Change
+28
Holders Change %
+7.87%
% of All Funds
8.34%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.39%
New
89
Increased
108
Reduced
115
Closed
58
Calls
$144M
Puts
$89.4M
Net Calls
+$54.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
301
RBC Europe
United Kingdom
$77.3K
IRC
302
Investors Research Corp
Georgia
$71K
EFSCE
303
Enterprise Financial Services Corp (EFSC)
Missouri
$62K +$4.03K +410 +7%
PCG
304
Private Capital Group
Connecticut
$59K -$6.14K -625 -10%
TC
305
Truvestments Capital
Florida
$59K
SMFS
306
Squar Milner Financial Services
California
$57K
BFEC
307
Benjamin F. Edwards & Company
Missouri
$56K +$3.09K +315 +6%
ZB
308
Zions Bancorporation
Utah
$55K -$11.3K -1,155 -18%
AIM
309
Advantage Investment Management
Iowa
$48K
MA
310
MUFG Americas
New York
$44K
BBHC
311
Brown Brothers Harriman & Co
New York
$41K
ASN
312
Advisory Services Network
Georgia
$41K +$15.1K +1,540 +64%
TPWA
313
TRUE Private Wealth Advisors
Oregon
$39K +$37.2K +3,790 New
BWP
314
Baldwin Wealth Partners
Massachusetts
$37K
H
315
Hexavest
Quebec, Canada
$37K
Capital World Investors
316
Capital World Investors
California
$34K -$393 -40 -1%
CBT
317
Capital Bank & Trust
California
$32K
OIA
318
OneDigital Investment Advisors
Kansas
$32K
Capital Research Global Investors
319
Capital Research Global Investors
California
$31K +$19.6K +2,000 +211%
RCAG
320
Rehmann Capital Advisory Group
Michigan
$30.2K +$4.47K +455 +19%
AP
321
Arlington Partners
Alabama
$30K +$28K +2,850 New
TCOV
322
Trust Company of Vermont
Vermont
$27K
JIR
323
James Investment Research
Ohio
$26K
TL
324
TrueWealth LLC
Georgia
$24K
TWA
325
TCI Wealth Advisors
Arizona
$23K

SONY Hedge Fund Activity: Q2 2019 in Review

384 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2019, worth a combined $5.7B — up 37% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SONY positions and 58 closed out — a net gain of 31 holders — while 108 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Primecap Management, cutting an estimated $46.7M.

  • 384 institutional investors held Sony (SONY) as of Q2 2019, up from 356 in Q1 2019.
  • Funds reported $5.7B of Sony stock for Q2 2019, up 37% quarter-over-quarter.
  • 89 funds opened new Sony positions in Q2 2019 and 58 closed out, a net change of +31 holders.
  • The largest Sony buyer in Q2 2019 was BlackRock, an estimated $155M added.
  • The largest Sony seller in Q2 2019 was Primecap Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2019.