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232 hedge funds and large institutions have $2.79B invested in Sony in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

42% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $27.6M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$285M)

9% more funds holding

Funds holding: 212232 (+20)

0.28% less ownership

Funds ownership: 33.75%33.47% (-0.28%)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 84

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
6.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
49
Reduced
84
Closed
23
Calls
$39.2M
Puts
$27.6M
Net Calls
+$11.6M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Marketfield Asset Management
New York
$9.72M -$5.15M -804,130 -35%
Ameriprise
27
Ameriprise
Minnesota
$8.53M +$1.41M +219,605 +21%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$8.44M -$605K -94,445 -7%
HHMI
29
Howard Hughes Medical Institute
Maryland
$7.47M -$1.12M -175,000 -13%
CWM
30
Cabot Wealth Management
Massachusetts
$7.2M +$142K +22,230 +2%
Stifel Financial
31
Stifel Financial
Missouri
$6.8M -$79.4K -12,390 -1%
FCG
32
FrontFour Capital Group
Connecticut
$6.61M -$72.3K -11,275 -1%
BAAM
33
Baker Avenue Asset Management
California
$6.57M -$1.52M -237,725 -19%
RJA
34
Raymond James & Associates
Florida
$5.89M +$823K +128,460 +17%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5.68M +$127K +19,855 +2%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$4.74M +$36.2K +5,640 +0.8%
Citigroup
37
Citigroup
New York
$4.64M -$12.4M -1,938,545 -74%
TM
38
Thrax Management
New York
$4.51M +$4.35M +679,000 New
PIA
39
Pleiad Investment Advisors
Hong Kong
$4.34M -$5.72M -892,375 -58%
GCP
40
Garelick Capital Partners
Massachusetts
$4.18M +$4.04M +630,000 New
HI
41
HBK Investments
Texas
$4.04M +$1.48M +231,000 +61%
SB
42
Suntrust Banks
Georgia
$3.89M +$258K +40,300 +7%
DCM
43
Delta Capital Management
New Jersey
$3.79M -$43.6K -6,800 -1%
CGH
44
Crossmark Global Holdings
Texas
$3.78M +$3.24M +505,845 New
OAM
45
Oxford Asset Management
United Kingdom
$3.77M +$3.64M +568,405 New
DPIM
46
Duff & Phelps Investment Management
Illinois
$3.7M +$3.57M +556,650 New
GC
47
Gratry & Company
Ohio
$3.65M +$864K +134,745 +33%
SG Americas Securities
48
SG Americas Securities
New York
$3.52M +$1.99M +309,760 +140%
Invesco
49
Invesco
Georgia
$3.42M +$639K +99,720 +24%
Norges Bank
50
Norges Bank
Norway
$3.42M

SONY Hedge Fund Activity: Q3 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2016, worth a combined $2.79B — up 11% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SONY positions and 23 closed out — a net gain of 23 holders — while 49 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.9M. The largest seller was Primecap Management, cutting an estimated $40.6M.

  • 232 institutional investors held Sony (SONY) as of Q3 2016, up from 212 in Q2 2016.
  • Funds reported $2.79B of Sony stock for Q3 2016, up 11% quarter-over-quarter.
  • 46 funds opened new Sony positions in Q3 2016 and 23 closed out, a net change of +23 holders.
  • The largest Sony buyer in Q3 2016 was Fidelity Investments, an estimated $59.9M added.
  • The largest Sony seller in Q3 2016 was Primecap Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2016.