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336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$15.8M -$11.4M -1,331,145 -43%
SEI Investments
27
SEI Investments
Pennsylvania
$15.5M -$137K -15,905 -0.9%
US Bancorp
28
US Bancorp
Minnesota
$13.4M +$2.79M +325,045 +28%
UBS Group
29
UBS Group
Switzerland
$12.2M -$1.28M -149,130 -10%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6M -$1.51M -175,510 -12%
JCM
31
Jag Capital Management
Missouri
$11.4M +$10.9M +1,266,980 New
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$11.1M +$10.6M +1,234,585 New
JP Morgan Chase
33
JP Morgan Chase
New York
$11.1M +$7.36M +857,050 +227%
GT
34
Glenmede Trust
Pennsylvania
$10.9M -$95.9K -11,160 -0.9%
FWCM
35
Ferguson Wellman Capital Management
Oregon
$10.8M +$81.8K +9,525 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.5M +$1.31M +152,500 +15%
CMG
37
Cavalry Management Group
California
$10.2M +$9.71M +1,130,025 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$9.95M +$9.4M +1,094,395 +8,974%
HHMI
39
Howard Hughes Medical Institute
Maryland
$9.66M
CWM
40
Cabot Wealth Management
Massachusetts
$9.53M -$241K -28,095 -3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$9.22M +$5.88M +684,370 +201%
RJA
42
Raymond James & Associates
Florida
$8.45M -$303K -35,235 -4%
ACM
43
Aviance Capital Management
Florida
$8.27M +$80.1K +9,330 +1%
N
44
Nuveen
North Carolina
$7.38M -$523K -60,860 -7%
FCH
45
Freestone Capital Holdings
Washington
$7.12M +$1.84M +214,595 +37%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$7.11M +$4.75M +553,300 +232%
DPIM
47
Duff & Phelps Investment Management
Illinois
$6.94M -$168K -19,605 -2%
BAAM
48
Baker Avenue Asset Management
California
$6.85M -$254K -29,600 -4%
MAM
49
Marketfield Asset Management
New York
$6.34M -$479K -55,725 -7%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$6.26M +$4.31M +501,335 +257%

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.