Sony
SONY
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.
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: 3 → 8 (+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: 266 → 336 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$84.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$37.1M |
| 3 |
Two Sigma Advisers
New York
|
+$14.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.4M |
| 5 |
JCM
Jag Capital Management
St Louis,
Missouri
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.9M |
| 2 |
Primecap Management
Pasadena,
California
|
-$18.8M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$17M |
| 4 |
BlackRock
New York
|
-$15.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
351
Steward Partners Investment Advisory
New York
| – | -$2K | -325 | Closed |
|
352
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$2K | -280 | Closed |
|
|
RFA
353
Reilly Financial Advisors
La Mesa,
California
| – | -$1K | -125 | Closed |
|
|
AWM
354
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| – | +$43 | +5 | New |
|
|
TFS
355
TrustCore Financial Services
Brentwood,
Tennessee
| – | +$172 | +20 | New |
|
|
LWM
356
Lenox Wealth Management
Cincinnati,
Ohio
| – | +$258 | +30 | New |
|
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.