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Sony
SONY

167 hedge funds and large institutions have $954M invested in Sony in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

8% more funds holding

Funds holding: 155 → 167 (+12)

0.14% more ownership

Funds ownership: 27.17% → 27.31% (+0.14%)

20% less capital invested

Capital invested by funds: $1.19B → $954M (-$235M)

61% less call options, than puts

Call options by funds: $53.8M | Put options by funds: $139M

Holders
167
Holders Change
+12
Holders Change %
+7.74%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
43
Increased
62
Reduced
36
Closed
31
Calls
$53.8M
Puts
$139M
Net Calls
-$85.4M
Net Calls Change
-$8.22M

Top Buyers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
+$21.9M
2
TCSAM
Tyrus Capital S.A.M.
Monaco
+$19.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$15.1M
5
HT
HAP Trading
New York
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$70.6M
2
YCMGA
York Capital Management Global Advisors
New York
-$27.4M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$24.5M
4
IIM
Ivory Investment Management
New York
-$12.5M
5
BTS
BB&T Securities
Virginia
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$5.7M -$6.86M -1,855,865 -53%
CS
27
Credit Suisse
Switzerland
$5.49M +$4.42M +1,197,395 +306%
LM
28
Litespeed Management
New York
$5.19M +$5.54M +1,500,000 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$4.78M -$148K -40,050 -3%
BFIC
30
Bedell Frazier Investment Counselling
California
$4.37M +$4.67M +1,265,000 New
ARTA
31
A.R.T. Advisors
New York
$3.85M +$1.79M +485,230 +77%
MSR
32
Main Street Research
Connecticut
$3.74M -$132K -35,825 -3%
JAM
33
Jolley Asset Management
North Carolina
$3.58M +$3.83M +1,036,400 New
Northern Trust
34
Northern Trust
Illinois
$3.53M +$186K +50,460 +5%
U
35
UBS
Switzerland
$3.32M -$515K -139,430 -13%
PRCM
36
Pine River Capital Management
Minnesota
$3.04M – – –
Group One Trading
37
Group One Trading
Illinois
$2.94M +$1.31M +354,860 +72%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$2.93M -$70.6M -19,099,000 -96%
DRZID
39
DePrince Race & Zollo Inc (DRZ)
Florida
$2.9M +$3.09M +837,500 New
Wells Fargo
40
Wells Fargo
California
$2.71M -$1.29M -349,120 -31%
Barclays
41
Barclays
United Kingdom
$2.6M +$1.52M +412,200 +117%
PPA
42
Parametric Portfolio Associates
Washington
$2.58M -$187K -50,665 -6%
Citadel Advisors
43
Citadel Advisors
Florida
$2.53M +$1.3M +352,795 +93%
BCM
44
Bridgeway Capital Management
Texas
$2.46M +$144K +39,000 +6%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$2.11M +$1.8M +487,000 +391%
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$2.11M +$451K +122,000 +25%
TH
47
Timber Hill
Connecticut
$2.02M +$278K +75,275 +15%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.98M +$2.12M +572,940 New
PG
49
PEAK6 Group
Illinois
$1.93M -$3.79M -1,026,405 -65%
Norges Bank
50
Norges Bank
Norway
$1.86M – – –
1
2
3 4 5

SONY Hedge Fund Activity: Q4 2013 in Review

167 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2013, worth a combined $954M — down 20% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 31 closed out — a net gain of 12 holders — while 62 added to existing stakes and 36 trimmed.

The largest buyer was GAMCO Investors, adding an estimated $21.9M. The largest seller was Fidelity Investments, cutting an estimated $70.6M.

  • 167 institutional investors held Sony (SONY) as of Q4 2013, up from 155 in Q3 2013.
  • Funds reported $954M of Sony stock for Q4 2013, down 20% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q4 2013 and 31 closed out, a net change of +12 holders.
  • The largest Sony buyer in Q4 2013 was GAMCO Investors, an estimated $21.9M added.
  • The largest Sony seller in Q4 2013 was Fidelity Investments, an estimated $70.6M sold.

Based on aggregated 13F filings for Q4 2013.