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222 hedge funds and large institutions have $2.22B invested in Sony in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $52.7M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

6% more funds holding

Funds holding: 210222 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.31B → $2.22B (-$95.8M)

1.7% less ownership

Funds ownership: 37.46%35.76% (-1.7%)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
63
Reduced
85
Closed
27
Calls
$81.3M
Puts
$52.7M
Net Calls
+$28.6M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$10.9M -$490K -92,420 -4%
PPA
27
Parametric Portfolio Associates
Washington
$9.43M +$202K +38,085 +2%
SFM
28
Systematic Financial Management
New Jersey
$8.19M -$233K -44,050 -3%
CWM
29
Cabot Wealth Management
Massachusetts
$7.74M +$141K +26,535 +2%
TCIM
30
TIAA CREF Investment Management
New York
$7.46M -$987K -186,240 -11%
BAAM
31
Baker Avenue Asset Management
California
$7.31M +$551K +103,915 +8%
SC
32
Sculptor Capital
New York
$7.28M +$7.84M +1,478,965 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$6.5M -$59.7K -11,265 -0.8%
HHMI
34
Howard Hughes Medical Institute
Maryland
$6.4M -$132K -25,000 -2%
Alkeon Capital Management
35
Alkeon Capital Management
New York
$6.14M -$1.3M -245,000 -16%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$6.09M +$363K +68,495 +6%
Stifel Financial
37
Stifel Financial
Missouri
$6.08M +$335K +63,140 +5%
Citigroup
38
Citigroup
New York
$6.02M +$121K +22,865 +2%
UBS AM
39
UBS AM
Illinois
$6.02M -$584K -110,135 -8%
YCMGA
40
York Capital Management Global Advisors
New York
$5.59M -$214K -40,400 -3%
JP Morgan Chase
41
JP Morgan Chase
New York
$5.36M -$323K -61,035 -5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$4.76M +$148K +27,840 +3%
GC
43
Gratry & Company
Ohio
$4.5M -$410K -77,450 -8%
UCFA
44
United Capital Financial Advisors
Texas
$4.44M +$102K +19,255 +2%
EA
45
Euclid Advisors
Connecticut
$4M -$1.21M -228,300 -22%
NAM
46
NorthCoast Asset Management
Connecticut
$3.9M -$2.08M -393,095 -33%
SB
47
Suntrust Banks
Georgia
$3.68M -$571K -107,650 -13%
Ameriprise
48
Ameriprise
Minnesota
$3.57M +$278K +52,545 +8%
CAM
49
Capstone Asset Management
Texas
$3.53M +$65.8K +12,425 +2%
RCM
50
Riverhead Capital Management
Delaware
$3.44M

SONY Hedge Fund Activity: Q4 2015 in Review

222 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2015, worth a combined $2.22B — down 4.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SONY positions and 27 closed out — a net gain of 13 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Primecap Management, adding an estimated $14.7M. The largest seller was Jefferies Group, exiting entirely with an estimated $26.1M sold.

  • 222 institutional investors held Sony (SONY) as of Q4 2015, up from 210 in Q3 2015.
  • Funds reported $2.22B of Sony stock for Q4 2015, down 4.1% quarter-over-quarter.
  • 40 funds opened new Sony positions in Q4 2015 and 27 closed out, a net change of +13 holders.
  • The largest Sony buyer in Q4 2015 was Primecap Management, an estimated $14.7M added.
  • The largest Sony seller in Q4 2015 was Jefferies Group, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.