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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
EGM
426
Engineers Gate Manager
New York
-$206K -17,000 Closed
AWM
427
AE Wealth Management
Kansas
-$204K -16,845 Closed
AT
428
Arden Trust
Delaware
-$202K -16,680 Closed
CPIG
429
Chicago Partners Investment Group
Illinois
-$121K -11,900 Closed
FANJ
430
Financial Architects (New Jersey)
New Jersey
-$133K -10,975 Closed
ZB
431
Zions Bancorporation
Utah
-$107K -8,790 Closed
APP
432
Avantax Planning Partners
Iowa
-$59K -4,900 Closed
TPWA
433
TRUE Private Wealth Advisors
Oregon
-$49.2K -4,060 Closed
WSTAM
434
Wilbanks Smith & Thomas Asset Management
Virginia
-$44K -3,595 Closed
SPIA
435
Steward Partners Investment Advisory
New York
-$43K -3,515 Closed
JFGIW
436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$37K -3,500 -99%
SWP
437
Stratos Wealth Partners
Ohio
-$37K -3,060 Closed
CGT
438
Capital Guardian Trust
California
-$32K -2,675 Closed
LIA
439
LS Investment Advisors
Michigan
-$30K -2,450 Closed
MYIA
440
Mount Yale Investment Advisors
Colorado
-$27K -2,425 Closed
CTC
441
Central Trust Company
Missouri
-$23K -1,880 Closed
EA
442
Elm Advisors
California
-$22K -1,775 Closed
Acadian Asset Management
443
Acadian Asset Management
Massachusetts
-$20K -1,615 Closed
GP
444
Girard Partners
Pennsylvania
-$16K -1,400 Closed
CCMW
445
Cypress Capital Management (Wyoming)
Wyoming
-$12K -1,000 Closed
WC
446
Whitney & Co
New York
-$9K -870 Closed
KF
447
Krilogy Financial
Missouri
-$9K -720 Closed
OWA
448
One Wealth Advisors
California
-$7K -610 Closed
KJWM
449
Kiley Juergens Wealth Management
Washington
-$6K -555 Closed
OBWP
450
O'Brien Wealth Partners
Massachusetts
-$6K -500 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.