We are live on ! Find out more

174 hedge funds and large institutions have $1.35B invested in Sony in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.44% more ownership

Funds ownership: 33.89%38.34% (+4.4%)

0% more capital invested

Capital invested by funds: $1.35B → $1.35B (+$1.49M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 176174 (-2)

45% less call options, than puts

Call options by funds: $73.9M | Put options by funds: $134M

Holders
174
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
68
Reduced
44
Closed
27
Calls
$73.9M
Puts
$134M
Net Calls
-$60M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$3.96M +$146K +42,175 +4%
ST
27
Spot Trading
Illinois
$3.95M +$454K +131,340 +13%
Group One Trading
28
Group One Trading
Illinois
$3.9M +$1.08M +312,275 +37%
BAAM
29
Baker Avenue Asset Management
California
$3.87M +$3.98M +1,152,400 New
Norges Bank
30
Norges Bank
Norway
$3.61M +$1.86M +538,250 +100%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$3.45M +$2.34M +678,260 +194%
DRZID
32
DePrince Race & Zollo Inc (DRZ)
Florida
$3.41M +$425K +122,900 +14%
JAM
33
Jolley Asset Management
North Carolina
$3.34M -$226K -65,350 -6%
Capital Fund Management (CFM)
34
Capital Fund Management (CFM)
France
$3.29M -$5.33M -1,541,720 -61%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.16M +$409K +118,350 +14%
Millennium Management
36
Millennium Management
New York
$2.98M -$805K -232,930 -21%
Citadel Advisors
37
Citadel Advisors
Florida
$2.79M +$1.67M +484,290 +139%
JP Morgan Chase
38
JP Morgan Chase
New York
$2.38M +$1.48M +428,435 +153%
VAM
39
Visium Asset Management
New York
$2.37M +$637K +184,410 +35%
RCM
40
Riverhead Capital Management
Delaware
$2.34M
PSUF
41
People's United Financial
Connecticut
$2.26M +$2.02M +585,415 +670%
PI
42
Placemark Investments
Illinois
$2.15M +$248K +71,860 +13%
US Bancorp
43
US Bancorp
Minnesota
$2.01M +$772K +223,280 +59%
Truist Financial
44
Truist Financial
North Carolina
$1.98M +$1.33M +385,350 +188%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.91M +$582K +168,455 +42%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$1.82M +$1.27M +368,520 +213%
DCM
47
Delta Capital Management
New Jersey
$1.8M
ARTA
48
A.R.T. Advisors
New York
$1.78M +$1.64M +474,770 +853%
HT
49
HAP Trading
New York
$1.66M -$11.1M -3,211,940 -87%
SG Americas Securities
50
SG Americas Securities
New York
$1.62M +$1.51M +437,195 +961%

SONY Hedge Fund Activity: Q2 2014 in Review

174 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2014, worth a combined $1.35B — up 0.11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SONY and 25 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 68 added.

The largest buyer was Primecap Management, adding an estimated $44.6M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $23.9M sold.

  • 174 institutional investors held Sony (SONY) as of Q2 2014, down from 176 in Q1 2014.
  • Funds reported $1.35B of Sony stock for Q2 2014, up 0.11% quarter-over-quarter.
  • 25 funds opened new Sony positions in Q2 2014 and 27 closed out, a net change of -2 holders.
  • The largest Sony buyer in Q2 2014 was Primecap Management, an estimated $44.6M added.
  • The largest Sony seller in Q2 2014 was York Capital Management Global Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2014.