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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
NMC
401
Nine Masts Capital
Hong Kong
-$420K -50,160 Closed
PP
402
Paloma Partners
Connecticut
-$365K -43,250 Closed
PCM
403
Penserra Capital Management
California
-$373K -37,210 Closed
PAG
404
Private Advisory Group
Washington
-$348K -36,050 Closed
WAM
405
Wealthspire Advisors (Maryland)
Maryland
-$116K -13,695 Closed
Marshall Wace
406
Marshall Wace
United Kingdom
-$95K -11,275 Closed
AF
407
Advisornet Financial
Minnesota
-$79K -9,400 Closed
LFA
408
Legacy Financial Advisors
Kentucky
-$79K -9,360 Closed
BBNA
409
Bremer Bank National Association
Minnesota
-$94K -9,310 Closed
CAM
410
Cresset Asset Management
Illinois
-$52K -6,205 Closed
CIM
411
Contravisory Investment Management
Massachusetts
-$49K -5,850 Closed
RFC
412
Regions Financial Corp
Alabama
-$45K -5,410 Closed
IDBONY
413
Israel Discount Bank of New York
New York
-$44K -5,175 Closed
KPW
414
Kore Private Wealth
New York
-$43K -5,075 Closed
SQA
415
Simon Quick Advisors
New Jersey
-$42K -5,000 Closed
PCM
416
Prelude Capital Management
New York
-$36K -4,220 Closed
SWM
417
SeaCrest Wealth Management
New York
-$25K -3,000 Closed
FC
418
Ferris Capital
Massachusetts
-$19K -2,250 Closed
APC
419
Aspire Private Capital
North Carolina
-$18K -2,100 Closed
WTB
420
Washington Trust Bank
Washington
-$15K -1,800 Closed
PCA
421
Peddock Capital Advisors
Massachusetts
-$13K -1,535 Closed
AIA
422
Alera Investment Advisors
Illinois
-$11K -1,340 Closed
PB
423
Pinnacle Bancorp
Nebraska
-$8K -930 Closed
BHWM
424
Bay Harbor Wealth Management
Maryland
-$8K -895 Closed
OWA
425
One Wealth Advisors
California
-$7K -830 Closed

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.