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228 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0.45% less ownership

Funds ownership: 33.47%33.02% (-0.45%)

2% less funds holding

Funds holding: 232228 (-4)

14% less call options, than puts

Call options by funds: $32M | Put options by funds: $37.2M

16% less capital invested

Capital invested by funds: $2.79B → $2.34B (-$446M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
41
Increased
53
Reduced
80
Closed
41
Calls
$32M
Puts
$37.2M
Net Calls
-$5.19M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$7.49M -$4.23M -696,755 -34%
FCG
27
FrontFour Capital Group
Connecticut
$7.15M +$1.7M +279,535 +28%
Ameriprise
28
Ameriprise
Minnesota
$6.95M -$268K -44,175 -3%
Citadel Advisors
29
Citadel Advisors
Florida
$6.55M +$7.1M +1,169,300 New
HHMI
30
Howard Hughes Medical Institute
Maryland
$6.31M
MAM
31
Marketfield Asset Management
New York
$6.17M -$2.21M -364,075 -25%
CWM
32
Cabot Wealth Management
Massachusetts
$6.08M +$7.47K +1,230 +0.1%
N
33
Nuveen
North Carolina
$5.94M +$5.86M +964,120 New
DPIM
34
Duff & Phelps Investment Management
Illinois
$5.8M +$2.88M +474,590 +85%
TCIM
35
TIAA CREF Investment Management
New York
$5.7M -$13.3M -2,195,565 -68%
Stifel Financial
36
Stifel Financial
Missouri
$5.44M -$328K -54,010 -5%
Capital Fund Management (CFM)
37
Capital Fund Management (CFM)
France
$5.43M +$5.89M +969,200 New
RJA
38
Raymond James & Associates
Florida
$4.67M -$323K -53,085 -6%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$4.44M +$477K +78,450 +11%
BAAM
40
Baker Avenue Asset Management
California
$4.42M -$1.22M -200,425 -20%
Deutsche Bank
41
Deutsche Bank
Germany
$4.39M +$2.5M +411,935 +111%
SCM
42
Sanoor Capital Management
Connecticut
$4.22M +$4.58M +753,000 New
Citigroup
43
Citigroup
New York
$4.06M +$163K +26,780 +4%
SG Americas Securities
44
SG Americas Securities
New York
$3.65M +$727K +119,650 +23%
Jane Street
45
Jane Street
New York
$3.37M +$3.46M +569,760 +1,815%
DCM
46
Delta Capital Management
New Jersey
$3.15M -$45.6K -7,500 -1%
Norges Bank
47
Norges Bank
Norway
$3.02M
Invesco
48
Invesco
Georgia
$2.96M +$78.1K +12,855 +2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.92M -$2.03M -334,445 -39%
SB
50
Suntrust Banks
Georgia
$2.78M -$551K -90,610 -15%

SONY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 16% from $2.79B a quarter earlier.

Fund positioning in SONY was balanced in Q4 2016: 41 funds opened new positions, 41 closed out, 53 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.

  • 228 institutional investors held Sony (SONY) as of Q4 2016, down from 232 in Q3 2016.
  • Funds reported $2.34B of Sony stock for Q4 2016, down 16% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of 0 holders.
  • The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
  • The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2016.