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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Conatus Capital Management
Connecticut
$10.4M +$9.49M +1,768,540 New
PIA
27
Pleiad Investment Advisors
Hong Kong
$9.07M -$5.36M -999,805 -39%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$8.02M +$60.2K +11,225 +0.8%
HHMI
29
Howard Hughes Medical Institute
Maryland
$7.63M -$402K -75,000 -5%
BAAM
30
Baker Avenue Asset Management
California
$7.2M -$1.43M -266,065 -18%
TCIM
31
TIAA CREF Investment Management
New York
$6.3M
Ameriprise
32
Ameriprise
Minnesota
$6.27M +$1.16M +216,565 +25%
CWM
33
Cabot Wealth Management
Massachusetts
$6.23M +$4.61K +860 +0.1%
Stifel Financial
34
Stifel Financial
Missouri
$6.09M -$392K -73,085 -7%
FCG
35
FrontFour Capital Group
Connecticut
$5.91M +$5.4M +1,006,635 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4.9M -$679K -126,580 -13%
RJA
37
Raymond James & Associates
Florida
$4.45M +$317K +59,010 +8%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$4.15M +$24.8K +4,630 +0.7%
Deutsche Bank
39
Deutsche Bank
Germany
$3.88M -$5.65M -1,053,035 -61%
EA
40
Euclid Advisors
Connecticut
$3.62M -$466K -86,855 -12%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.6M -$979K -182,445 -23%
DCM
42
Delta Capital Management
New Jersey
$3.39M -$483K -90,030 -13%
SB
43
Suntrust Banks
Georgia
$3.21M +$168K +31,385 +6%
Norges Bank
44
Norges Bank
Norway
$3.16M
Comerica Bank
45
Comerica Bank
Texas
$2.86M -$164K -30,635 -7%
DCM
46
Dynamic Capital Management
Jersey
$2.68M +$2.45M +456,380 New
GT
47
Glenmede Trust
Pennsylvania
$2.6M -$156K -29,075 -6%
HCMT
48
Highland Capital Management (Tennessee)
Tennessee
$2.57M +$137K +25,500 +6%
Invesco
49
Invesco
Georgia
$2.43M -$164K -30,645 -7%
GC
50
Gratry & Company
Ohio
$2.43M -$148K -27,525 -6%

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.