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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
CBT
326
Capital Bank & Trust
California
$1K +$730 +85 New
BWA
327
BDO Wealth Advisors
Florida
$1K +$773 +90 New
FRA
328
Front Row Advisors
California
$1K +$816 +95 New
KJWM
329
Kiley Juergens Wealth Management
Washington
$1K +$1.85K +215 New
PCG
330
Private Capital Group
Connecticut
$49 +$47.1K +5,485 New
Russell Investments Group
331
Russell Investments Group
United Kingdom
-$17M -2,275,500 Closed
OAM
332
Oxford Asset Management
United Kingdom
-$11.5M -1,542,785 Closed
FCG
333
FrontFour Capital Group
Connecticut
-$5.58M -747,730 Closed
OMC
334
Old Mission Capital
Illinois
-$5.26M -704,995 Closed
MC
335
Maverick Capital
Texas
-$3.17M -425,100 Closed
NMC
336
Nine Masts Capital
Hong Kong
-$3.09M -415,000 Closed
Balyasny Asset Management
337
Balyasny Asset Management
Illinois
-$452K -60,570 Closed
QSS
338
Quantitative Systematic Strategies
Florida
-$326K -43,625 Closed
SCM
339
Stevens Capital Management
Pennsylvania
-$315K -42,225 Closed
NIT
340
NumerixS Investment Technologies
British Columbia, Canada
-$291K -39,000 Closed
N
341
Natixis
France
-$249K -33,385 Closed
Commonwealth Equity Services
342
Commonwealth Equity Services
Massachusetts
-$216K -28,870 Closed
NERM
343
New England Research & Management
Illinois
-$213K -28,500 Closed
NFG
344
Next Financial Group
Texas
-$184K -25,050 Closed
DAL
345
David A. Lorber
-$92K -12,270 Closed
Twin Tree Management
346
Twin Tree Management
Texas
-$33K -4,400 Closed
FMA
347
FNY Managed Accounts
New York
-$28K -3,760 Closed
OAM
348
Oppenheimer Asset Management
New York
-$27K -3,600 Closed
TDC
349
Thompson Davis & Co
Virginia
-$10K -1,325 Closed
MCIA
350
Mountain Capital Investment Advisors
Colorado
-$3K -360 Closed

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.