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Sony
SONY

176 hedge funds and large institutions have $1.35B invested in Sony in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $954M → $1.35B (+$392M)

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

6.59% more ownership

Funds ownership: 27.31% → 33.89% (+6.6%)

5% more funds holding

Funds holding: 167 → 176 (+9)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

51% less call options, than puts

Call options by funds: $69.1M | Put options by funds: $141M

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
42
Increased
61
Reduced
44
Closed
32
Calls
$69.1M
Puts
$141M
Net Calls
-$72.2M
Net Calls Change
+$13.2M

Top Buyers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
+$208M
2
CI
Cambiar Investors
Colorado
+$151M
3
Bank of America
Bank of America
North Carolina
+$8.88M
4
HCMT
Highland Capital Management (Texas)
Texas
+$7.53M
5
GI
GAMCO Investors
Connecticut
+$6.61M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$37M
2
Alkeon Capital Management
Alkeon Capital Management
New York
-$35.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$21M
4
TCSAM
Tyrus Capital S.A.M.
Monaco
-$18.3M
5
Two Sigma Investments
Two Sigma Investments
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$4.54M +$1.48M +429,870 +56%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.33M -$858K -248,425 -18%
Millennium Management
28
Millennium Management
New York
$4.28M -$4.35M -1,261,325 -53%
MAA
29
Managed Account Advisors
New Jersey
$4.19M +$3.57M +1,034,265 +1,672%
JAM
30
Jolley Asset Management
North Carolina
$4.05M +$81.5K +23,615 +2%
Deutsche Bank
31
Deutsche Bank
Germany
$4.01M -$2.06M -597,585 -36%
ST
32
Spot Trading
Illinois
$4M -$3.73M -1,081,170 -51%
DRZID
33
DePrince Race & Zollo Inc (DRZ)
Florida
$3.41M +$191K +55,250 +7%
PRCM
34
Pine River Capital Management
Minnesota
$3.36M – – –
Group One Trading
35
Group One Trading
Illinois
$3.26M +$7.01K +2,030 +0.2%
CC
36
CQS Cayman
Cayman Islands
$3.16M +$2.41M +697,015 +538%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$3.15M +$1.57M +454,960 +123%
RCM
38
Riverhead Capital Management
Delaware
$2.67M +$2.41M +699,000 New
ACI
39
Alpha Cubed Investments
California
$2.6M +$1.17M +339,145 +99%
PI
40
Placemark Investments
Illinois
$2.18M +$1.97M +569,560 New
Norges Bank
41
Norges Bank
Norway
$2.06M – – –
DCM
42
Delta Capital Management
New Jersey
$2.05M +$1.85M +536,800 New
VAM
43
Visium Asset Management
New York
$2M +$1.81M +523,125 New
Capstone Investment Advisors
44
Capstone Investment Advisors
New York
$1.91M +$1.73M +500,000 New
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$1.89M -$361K -104,500 -17%
ID
46
Integral Derivatives
New York
$1.72M +$1.29M +375,000 +497%
SAG
47
Sterne Agee Group
Alabama
$1.69M +$1.15M +331,720 +304%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.54M +$1.3M +376,750 +1,483%
Parallax Volatility Advisers
49
Parallax Volatility Advisers
California
$1.48M +$159K +46,070 +13%
US Bancorp
50
US Bancorp
Minnesota
$1.44M +$1.21M +349,395 +1,255%
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SONY Hedge Fund Activity: Q1 2014 in Review

176 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2014, worth a combined $1.35B — up 41% from $954M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SONY positions and 32 closed out — a net gain of 10 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was Primecap Management, adding an estimated $208M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $37M sold.

  • 176 institutional investors held Sony (SONY) as of Q1 2014, up from 167 in Q4 2013.
  • Funds reported $1.35B of Sony stock for Q1 2014, up 41% quarter-over-quarter.
  • 42 funds opened new Sony positions in Q1 2014 and 32 closed out, a net change of +10 holders.
  • The largest Sony buyer in Q1 2014 was Primecap Management, an estimated $208M added.
  • The largest Sony seller in Q1 2014 was Arrowstreet Capital, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2014.