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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
JG
401
Jefferies Group
New York
-$752K -71,075 Closed
SMC
402
S. Muoio & Co
New York
-$788K -65,000 Closed
FIA
403
FNY Investment Advisers
New York
-$529K -50,000 Closed
CAM
404
Chesapeake Asset Management
New York
-$593K -48,915 Closed
BCM
405
BlueCrest Capital Management
Jersey
-$571K -47,090 Closed
Qube Research & Technologies (QRT)
406
Qube Research & Technologies (QRT)
United Kingdom
-$440K -36,310 Closed
VF
407
Virtu Financial
New York
-$435K -35,880 Closed
Russell Investments Group
408
Russell Investments Group
United Kingdom
-$327K -27,500 Closed
CMBA
409
C.M. Bidwell & Associates
Hawaii
-$283K -23,350 Closed
SS
410
Simplicity Solutions
Minnesota
-$276K -22,730 Closed
ACM
411
Avalon Capital Management
California
-$266K -21,970 Closed
OMC
412
Oasis Management Company
Cayman Islands
-$261K -21,500 Closed
RIA
413
Regal Investment Advisors
Michigan
-$254K -20,925 Closed
KWA
414
KCS Wealth Advisory
California
-$244K -20,085 Closed
Franklin Resources
415
Franklin Resources
California
-$243K -20,000 Closed
HSA
416
HBK Sorce Advisory
Pennsylvania
-$238K -19,630 Closed
CAG
417
Csenge Advisory Group
Florida
-$199K -19,460 Closed
HI
418
Harrington Investments
California
-$236K -19,415 Closed
RhumbLine Advisers
419
RhumbLine Advisers
Massachusetts
-$232K -19,090 Closed
CCB
420
Cutter & Co Brokerage
Missouri
-$230K -18,925 Closed
KeyBank National Association
421
KeyBank National Association
Ohio
-$222K -18,325 Closed
TAM
422
Tocqueville Asset Management
New York
-$217K -17,890 Closed
RGIA
423
Rainier Group Investment Advisory
Washington
-$215K -17,685 Closed
Baird Financial Group
424
Baird Financial Group
Wisconsin
-$212K -17,530 Closed
LSAG
425
Lake Street Advisors Group
New Hampshire
-$208K -17,165 Closed

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.