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234 hedge funds and large institutions have $2.94B invested in Sony in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $2.34B → $2.94B (+$598M)

18% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $19.6M

3% more funds holding

Funds holding: 228234 (+6)

1.45% more ownership

Funds ownership: 33.02%34.47% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
71
Reduced
67
Closed
32
Calls
$23.1M
Puts
$19.6M
Net Calls
+$3.53M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.32M +$8.61M +1,381,910 New
Ameriprise
27
Ameriprise
Minnesota
$9.05M +$619K +99,285 +8%
ZDA
28
Zweig-DiMenna Associates
New York
$8.96M -$767K -123,000 -8%
UBS Group
29
UBS Group
Switzerland
$8.91M -$100K -16,100 -1%
Deutsche Bank
30
Deutsche Bank
Germany
$7.9M +$2.41M +386,680 +49%
HHMI
31
Howard Hughes Medical Institute
Maryland
$7.59M
CWM
32
Cabot Wealth Management
Massachusetts
$7.45M +$119K +19,130 +2%
FCG
33
FrontFour Capital Group
Connecticut
$7.14M -$1.35M -216,525 -17%
Invesco
34
Invesco
Georgia
$7.12M +$3.3M +528,705 +100%
CS
35
Credit Suisse
Switzerland
$6.98M +$6.45M +1,034,365 New
TCIM
36
TIAA CREF Investment Management
New York
$6.73M -$122K -19,565 -2%
Citigroup
37
Citigroup
New York
$6.72M +$1.69M +270,935 +37%
DPIM
38
Duff & Phelps Investment Management
Illinois
$6.65M -$280K -44,875 -4%
MAM
39
Marketfield Asset Management
New York
$6.29M -$1.04M -167,505 -15%
RJA
40
Raymond James & Associates
Florida
$6.28M +$600K +96,335 +12%
Stifel Financial
41
Stifel Financial
Missouri
$6M -$499K -80,120 -8%
FWCM
42
Ferguson Wellman Capital Management
Oregon
$5.84M +$5.4M +865,675 New
N
43
Nuveen
North Carolina
$5.69M -$377K -60,415 -6%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$5.44M +$93.7K +15,040 +2%
BAAM
45
Baker Avenue Asset Management
California
$5.3M -$16.1K -2,585 -0.3%
SCM
46
Sanoor Capital Management
Connecticut
$5.08M
PC
47
Passport Capital
California
$4.22M +$1.09M +175,000 +39%
OAM
48
Oxford Asset Management
United Kingdom
$3.76M +$2.02M +324,555 +139%
DCM
49
Delta Capital Management
New Jersey
$3.71M -$82.4K -13,225 -2%
Norges Bank
50
Norges Bank
Norway
$3.63M

SONY Hedge Fund Activity: Q1 2017 in Review

234 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2017, worth a combined $2.94B — up 26% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $66.1M. The largest seller was Nine Masts Capital, cutting an estimated $22.1M.

  • 234 institutional investors held Sony (SONY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.94B of Sony stock for Q1 2017, up 26% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q1 2017 was Arrowstreet Capital, an estimated $66.1M added.
  • The largest Sony seller in Q1 2017 was Nine Masts Capital, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.