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155 hedge funds and large institutions have $1.19B invested in Sony in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$154M)

3% more ownership

Funds ownership: 24.17%27.17% (+3%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

1% less funds holding

Funds holding: 157155 (-2)

62% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $124M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
155
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
44
Reduced
47
Closed
31
Calls
$46.7M
Puts
$124M
Net Calls
-$77.2M
Net Calls Change
+$582K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$5.82M -$477K -112,550 -8%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$5.58M +$3.46M +816,790 +170%
AllianceBernstein
28
AllianceBernstein
Tennessee
$5.32M -$532K -125,615 -9%
Wells Fargo
29
Wells Fargo
California
$4.88M +$9.74K +2,300 +0.2%
MSR
30
Main Street Research
Connecticut
$4.81M +$340K +80,175 +8%
U
31
UBS
Switzerland
$4.73M +$332K +78,395 +8%
SCI
32
Seneca Capital Investments
New York
$4.3M
HJGA
33
Hardman Johnston Global Advisors
Connecticut
$4.28M -$1.06M -249,700 -20%
Northern Trust
34
Northern Trust
Illinois
$4.17M +$92.4K +21,810 +2%
PSAMP
35
P. Schoenfeld Asset Management (PSAM)
New York
$4.11M +$229K +53,940 +6%
PRCM
36
Pine River Capital Management
Minnesota
$3.78M
ECM
37
Empire Capital Management
Connecticut
$3.77M +$3.71M +875,000 New
PPA
38
Parametric Portfolio Associates
Washington
$3.43M +$296K +69,830 +10%
PG
39
PEAK6 Group
Illinois
$3.41M +$4.99M +1,177,740 +291%
Two Sigma Investments
40
Two Sigma Investments
New York
$3.24M -$510K -120,275 -14%
OAM
41
Oxford Asset Management
United Kingdom
$3.21M +$3.16M +746,215 New
JP Morgan Chase
42
JP Morgan Chase
New York
$2.92M +$339K +79,910 +13%
BCM
43
Bridgeway Capital Management
Texas
$2.89M
ARTA
44
A.R.T. Advisors
New York
$2.71M +$2.67M +629,345 New
Norges Bank
45
Norges Bank
Norway
$2.32M
TH
46
Timber Hill
Connecticut
$2.19M +$2.16M +509,040 New
Group One Trading
47
Group One Trading
Illinois
$2.13M -$1.79M -423,145 -46%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$2.1M -$108K -25,500 -5%
WAM
49
World Asset Management
Michigan
$1.96M -$358K -84,555 -16%
CS
50
Credit Suisse
Switzerland
$1.68M -$3.99M -940,565 -71%

SONY Hedge Fund Activity: Q3 2013 in Review

155 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2013, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SONY positions and 31 closed out — a net gain of 1 holder — while 44 added to existing stakes and 47 trimmed.

The largest buyer was Primecap Management, adding an estimated $115M. The largest seller was York Capital Management Global Advisors, cutting an estimated $45.9M.

  • 155 institutional investors held Sony (SONY) as of Q3 2013, down from 157 in Q2 2013.
  • Funds reported $1.19B of Sony stock for Q3 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Sony positions in Q3 2013 and 31 closed out, a net change of +1 holder.
  • The largest Sony buyer in Q3 2013 was Primecap Management, an estimated $115M added.
  • The largest Sony seller in Q3 2013 was York Capital Management Global Advisors, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2013.