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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
LWA
326
Lenox Wealth Advisors
New York
$22K
SPIA
327
Steward Partners Investment Advisory
New York
$22K +$21K +2,135 New
POIA
328
Pin Oak Investment Advisors
Texas
$19K
WT
329
Whittier Trust
California
$19K
GSWM
330
Golden State Wealth Management
California
$18K
HGWM
331
Harvest Group Wealth Management
Massachusetts
$17K +$1.91K +195 +13%
EWM
332
Endurance Wealth Management
Rhode Island
$16K
THWM
333
Taylor Hoffman Wealth Management
Virginia
$16K
BL
334
Balentine LLC
Georgia
$15K +$14.1K +1,440 New
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$14K
BCA
336
Berman Capital Advisors
Georgia
$14K +$6.58K +670 +88%
OSNBOA
337
Old Second National Bank of Aurora
Illinois
$13K
NFG
338
Next Financial Group
Texas
$13K +$10.3K +1,050 +447%
CFB
339
Cullen/Frost Bankers
Texas
$12K
FRA
340
Front Row Advisors
California
$12K +$638 +65 +6%
AF
341
Allworth Financial
California
$11K
WEC
342
Winslow Evans & Crocker
Massachusetts
$10K -$2.06K -210 -18%
DAM
343
Delta Asset Management
Tennessee
$10K
PCMK
344
Paragon Capital Management (Kansas)
Kansas
$10K
Toronto Dominion Bank
345
Toronto Dominion Bank
Ontario, Canada
$9.01K -$71.8K -7,310 -81%
SFA
346
Semmax Financial Advisors
North Carolina
$9K -$157K -16,040 -95%
HNB
347
Huntington National Bank
Ohio
$9K +$49 +5 +0.6%
HR
348
Howe & Rusling
New York
$9K +$8.69K +885 New
W
349
WealthStone
Ohio
$8.07K -$147 -15 -2%
TRCT
350
Tower Research Capital (TRC)
New York
$8K -$180K -18,295 -96%

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.