Sony
SONY
393 hedge funds and large institutions have $5.93B invested in Sony in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 128 increasing their positions, 106 reducing their positions, and 43 closing their positions.
72% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 43
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
25% more call options, than puts
Call options by funds: $125M | Put options by funds: $100M
21% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 106
18% more capital invested
Capital invested by funds: $5.01B → $5.93B (+$916M)
8% more funds holding
Funds holding: 365 → 393 (+28)
0.08% less ownership
Funds ownership: 38.59% → 38.5% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Soroban Capital Partners
New York
|
+$84M |
| 2 |
KCM
Keywise Capital Management
Grand Cayman,
Cayman Islands
|
+$42.1M |
| 3 |
Jane Street
New York
|
+$28.1M |
| 4 |
Renaissance Technologies
New York
|
+$21.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$69.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$48.9M |
| 3 |
Two Sigma Advisers
New York
|
-$28.4M |
| 4 |
Primecap Management
Pasadena,
California
|
-$22.3M |
| 5 |
LP
LMR Partners
London,
United Kingdom
|
-$21.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAP
426
Arax Advisory Partners
Denver,
Colorado
| – | -$11K | -1,170 | Closed |
|
427
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$10K | -990 | Closed |
|
|
CFA
428
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$6K | -670 | Closed |
|
|
MCM
429
Manchester Capital Management
Manchester,
Vermont
| – | -$5K | -500 | Closed |
|
|
CFN
430
Cordasco Financial Network
Naples,
Florida
| – | -$4K | -375 | Closed |
|
|
WC
431
Whitnell & Co
Oak Brook,
Illinois
| – | -$3K | -310 | Closed |
|
|
CF
432
Centaurus Financial
Anaheim,
California
| – | -$2K | -230 | Closed |
|
|
SMG
433
Spectrum Management Group
Indianapolis,
Indiana
| – | -$1K | -110 | Closed |
|
|
RWP
434
RWA Wealth Partners
Newton,
Massachusetts
| – | -$1K | -50 | Closed |
|
SONY Hedge Fund Activity: Q3 2018 in Review
393 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2018, worth a combined $5.93B — up 18% from $5.01B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new SONY positions and 43 closed out — a net gain of 31 holders — while 128 added to existing stakes and 106 trimmed.
The largest buyer was Soroban Capital Partners, opening a new position worth an estimated $84M. The largest seller was Lazard Asset Management, cutting an estimated $69.8M.
- 393 institutional investors held Sony (SONY) as of Q3 2018, up from 365 in Q2 2018.
- Funds reported $5.93B of Sony stock for Q3 2018, up 18% quarter-over-quarter.
- 74 funds opened new Sony positions in Q3 2018 and 43 closed out, a net change of +31 holders.
- The largest Sony buyer in Q3 2018 was Soroban Capital Partners, an estimated $84M added.
- The largest Sony seller in Q3 2018 was Lazard Asset Management, an estimated $69.8M sold.
Based on aggregated 13F filings for Q3 2018.