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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
PMFA
351
Plante Moran Financial Advisors
Michigan
$8K -$1.13K -115 -13%
ATC
352
Adirondack Trust Company
New York
$8K
GWM
353
Geneos Wealth Management
Colorado
$8K
IAS
354
IMA Advisory Services
Colorado
$8K
RIA
355
RPG Investment Advisory
California
$8K
FPFS
356
First Personal Financial Services
North Carolina
$7K
FCH
357
Freestone Capital Holdings
Washington
$6.15K -$1.66M -168,920 -22%
CB
358
Community Bank
New York
$6K
Federated Hermes
359
Federated Hermes
Pennsylvania
$6K
BWA
360
BDO Wealth Advisors
Florida
$5K
CFG
361
CKW Financial Group
Hawaii
$5K
CA
362
Crewe Advisors
Utah
$5K
JFA
363
JNBA Financial Advisors
Minnesota
$5K +$4.91K +500 New
RFM
364
Royal Fund Management
Florida
$5K +$4.91K +500 New
GWMIA
365
Global Wealth Management Investment Advisory
Florida
$4K -$74.6K -7,595 -95%
GAM
366
Gemmer Asset Management
California
$4K -$16.1K -1,645 -81%
ME
367
McIlrath & Eck
Washington
$4K
AC
368
Avestar Capital
New York
$4K +$5.06K +515 +736%
AssetMark Inc
369
AssetMark Inc
California
$3K -$23.7K -2,415 -90%
WCG
370
Weaver Consulting Group
California
$3K
WAS
371
Winch Advisory Services
Wisconsin
$3K +$3.24K +330 New
GT
372
Glenmede Trust
Pennsylvania
$2.8K -$3.66M -373,150 -58%
GEA
373
Glen Eagle Advisors
New Jersey
$2.62K
Parallax Volatility Advisers
374
Parallax Volatility Advisers
California
$2K -$279K -28,460 -99%
FCA
375
FinTrust Capital Advisors
South Carolina
$2K -$6.92K -705 -76%

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.