Sony
SONY
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.
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: 8 → 10 (+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: 336 → 348 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
+$35.7M |
| 2 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$25.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$19.2M |
| 4 |
RG
Renaissance Group
Covington,
Kentucky
|
+$18.2M |
| 5 |
Two Sigma Advisers
New York
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$46.2M |
| 2 |
Renaissance Technologies
New York
|
-$29.1M |
| 3 |
Lazard Asset Management
New York
|
-$28.6M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$27.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
376
Calton & Associates
Tampa,
Florida
| – | -$12K | -1,250 | Closed |
|
|
PWM
377
Paulson Wealth Management
Wheaton,
Illinois
| – | -$9K | -1,025 | Closed |
|
|
RPC
378
Rossmore Private Capital
Glastonbury,
Connecticut
| – | -$8.99K | -1,000 | Closed |
|
|
APSP
379
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| – | -$9K | -950 | Closed |
|
380
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -715 | Closed |
|
|
SIA
381
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$5K | -580 | Closed |
|
|
KJWM
382
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$1K | -215 | Closed |
|
|
BWA
383
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$1K | -90 | 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.