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381 hedge funds and large institutions have $4.61B invested in Sony in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $86.1M | Put options by funds: $64.6M

0.87% less ownership

Funds ownership: 38.5%37.64% (-0.87%)

9% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 77

3% less funds holding

Funds holding: 393381 (-12)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $5.93B → $4.61B (-$1.32B)

24% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 135

Holders
381
Holders Change
-12
Holders Change %
-3.05%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
70
Increased
103
Reduced
135
Closed
77
Calls
$86.1M
Puts
$64.6M
Net Calls
+$21.5M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
326
FinTrust Capital Advisors
South Carolina
$9K +$9.52K +900 New
PB
327
Pinnacle Bancorp
Nebraska
$9K +$9.84K +930 New
PCIA
328
Prime Capital Investment Advisors
Kansas
$9K +$10.2K +960 New
HNB
329
Huntington National Bank
Ohio
$8K -$6.45K -610 -41%
Capital Research Global Investors
330
Capital Research Global Investors
California
$8K -$106 -10 -1%
PMFA
331
Plante Moran Financial Advisors
Michigan
$8K +$317 +30 +4%
FRA
332
Front Row Advisors
California
$8K +$2.27K +215 +36%
WCM
333
WealthBridge Capital Management
Ohio
$8K +$8.78K +830 New
PWMG
334
Prestige Wealth Management Group
New Jersey
$8K +$9.26K +875 New
BCA
335
Berman Capital Advisors
Georgia
$8K +$9.52K +900 New
FPFS
336
First Personal Financial Services
North Carolina
$7K -$1.75K -165 -19%
First Manhattan
337
First Manhattan
New York
$7K
IAS
338
IMA Advisory Services
Colorado
$7K
NSIM
339
North Star Investment Management
Illinois
$7K
RIA
340
RPG Investment Advisory
California
$7K
GT
341
Glenmede Trust
Pennsylvania
$6.16K -$3.4M -321,650 -34%
FHB
342
First Hawaiian Bank
Hawaii
$6K -$98.1K -9,275 -94%
GAM
343
Gemmer Asset Management
California
$6K -$159 -15 -3%
ATC
344
Adirondack Trust Company
New York
$6K
CB
345
Community Bank
New York
$6K
GWS
346
Glassman Wealth Services
Virginia
$6K
HMS
347
Hanseatic Management Services
New Mexico
$6K
TAIM
348
TD Ameritrade Investment Management
Nebraska
$6K +$5.13K +485 +539%
BHWM
349
Bay Harbor Wealth Management
Maryland
$6K +$6.19K +585 New
MWA
350
Meridian Wealth Advisors
Texas
$6K +$6.61K +625 New

SONY Hedge Fund Activity: Q4 2018 in Review

381 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2018, worth a combined $4.61B — down 22% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of SONY and 70 opened new positions — a net loss of 7 holders — while 135 trimmed existing stakes and 103 added.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $56.6M. The largest seller was Primecap Management, cutting an estimated $69.9M.

  • 381 institutional investors held Sony (SONY) as of Q4 2018, down from 393 in Q3 2018.
  • Funds reported $4.61B of Sony stock for Q4 2018, down 22% quarter-over-quarter.
  • 70 funds opened new Sony positions in Q4 2018 and 77 closed out, a net change of -7 holders.
  • The largest Sony buyer in Q4 2018 was Menora Mivtachim Holdings, an estimated $56.6M added.
  • The largest Sony seller in Q4 2018 was Primecap Management, an estimated $69.9M sold.

Based on aggregated 13F filings for Q4 2018.