We are live on ! Find out more

200 hedge funds and large institutions have $2.18B invested in Sony in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

51% more call options, than puts

Call options by funds: $155M | Put options by funds: $103M

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

17% more capital invested

Capital invested by funds: $1.86B → $2.18B (+$318M)

3% more funds holding

Funds holding: 194200 (+6)

1.21% less ownership

Funds ownership: 47.35%46.15% (-1.2%)

22% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 68

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
45
Increased
53
Reduced
68
Closed
37
Calls
$155M
Puts
$103M
Net Calls
+$52.2M
Net Calls Change
+$88.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$10.5M +$644K +163,470 +7%
Citigroup
27
Citigroup
New York
$10.4M -$3.56M -902,505 -26%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$10.4M -$15.5M -3,926,130 -61%
Millennium Management
29
Millennium Management
New York
$10.1M +$6.26M +1,588,630 +181%
MAA
30
Managed Account Advisors
New Jersey
$9.43M -$12.7M -3,217,320 -58%
SFM
31
Systematic Financial Management
New Jersey
$9.22M +$8.88M +2,252,170 New
AG
32
Aperio Group
California
$9.2M +$200K +50,640 +2%
TCIM
33
TIAA CREF Investment Management
New York
$8.38M +$8.07M +2,046,960 New
Two Sigma Investments
34
Two Sigma Investments
New York
$7.78M +$7.49M +1,900,380 New
UBS Group
35
UBS Group
Switzerland
$7.23M +$6.96M +1,765,155 New
BAAM
36
Baker Avenue Asset Management
California
$7.01M -$2.03M -514,750 -23%
ClearBridge Investments
37
ClearBridge Investments
New York
$6.2M +$77.1K +19,565 +1%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$6.15M -$3.81M -966,910 -39%
PPA
39
Parametric Portfolio Associates
Washington
$5.98M +$299K +75,735 +5%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$5.95M +$5.09M +1,290,755 New
BACM
41
Blue Arrow Capital Management
New York
$5.42M +$2.09M +530,695 +67%
Capital Fund Management (CFM)
42
Capital Fund Management (CFM)
France
$4.86M +$3.59M +910,860 +331%
BTS
43
BB&T Securities
Virginia
$3.75M -$253K -64,300 -41%
N
44
Nuveen
North Carolina
$3.75M +$3.61M +914,775 New
Wellington Management Group
45
Wellington Management Group
Massachusetts
$3.58M +$3.45M +874,000 New
SAG
46
Sterne Agee Group
Alabama
$3.47M -$249K -63,285 -7%
HI
47
HBK Investments
Texas
$3.38M +$3.25M +824,800 New
JAM
48
Jolley Asset Management
North Carolina
$3.23M -$601K -152,375 -16%
Truist Financial
49
Truist Financial
North Carolina
$3.01M +$25.1K +6,360 +0.9%
RCM
50
Riverhead Capital Management
Delaware
$2.86M

SONY Hedge Fund Activity: Q4 2014 in Review

200 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2014, worth a combined $2.18B — up 17% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SONY positions and 37 closed out — a net gain of 8 holders — while 53 added to existing stakes and 68 trimmed.

The largest buyer was Primecap Management, adding an estimated $67.8M. The largest seller was Cambiar Investors, cutting an estimated $79M.

  • 200 institutional investors held Sony (SONY) as of Q4 2014, up from 194 in Q3 2014.
  • Funds reported $2.18B of Sony stock for Q4 2014, up 17% quarter-over-quarter.
  • 45 funds opened new Sony positions in Q4 2014 and 37 closed out, a net change of +8 holders.
  • The largest Sony buyer in Q4 2014 was Primecap Management, an estimated $67.8M added.
  • The largest Sony seller in Q4 2014 was Cambiar Investors, an estimated $79M sold.

Based on aggregated 13F filings for Q4 2014.