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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
LWA
326
Lowe Wealth Advisors
Maryland
$3K
WC
327
Whitnell & Co
Illinois
$3K
CS
328
Credential Securities
$2.13K +$2.17K +220 New
FA
329
Fagan Associates
New York
$2.04K +$655K +66,450 +46%
AssetMark Inc
330
AssetMark Inc
California
$2K -$7.98K -810 -81%
FMP
331
Financial Management Professionals
Texas
$2K
IWM
332
IHT Wealth Management
Illinois
$2K
LNB
333
Ledyard National Bank
$2K
RWA
334
Ropes Wealth Advisors
Massachusetts
$2K +$1.97K +200 New
GEA
335
Glen Eagle Advisors
New Jersey
$1.21K
RFM
336
Royal Fund Management
Florida
$1K -$2.41K -245 -69%
Capital Research Global Investors
337
Capital Research Global Investors
California
$1K -$246 -25 -25%
Capital World Investors
338
Capital World Investors
California
$1K -$99 -10 -9%
CBT
339
Capital Bank & Trust
California
$1K
FFW
340
Fusion Family Wealth
New York
$1K
SMG
341
Spectrum Management Group
Indiana
$1K
TF
342
Tompkins Financial
New York
$1K
WWM
343
Willingdon Wealth Management
North Carolina
$1K
Nomura Holdings
344
Nomura Holdings
Japan
$310 -$334K -33,930 -51%
TA
345
Teachers Advisors
New York
-$15.8M -1,761,505 Closed
CLCM
346
Crawford Lake Capital Management
New Jersey
-$5.07M -563,450 Closed
TCIM
347
TIAA CREF Investment Management
New York
-$4.95M -550,240 Closed
CIP
348
Chartwell Investment Partners
Pennsylvania
-$4.24M -471,045 Closed
BIM
349
Bogle Investment Management
Massachusetts
-$3.89M -432,755 Closed
ZDA
350
Zweig-DiMenna Associates
New York
-$3.49M -388,135 Closed

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.