We are live on ! Find out more

348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$18.8M +$19.2M +1,947,425 New
RG
27
Renaissance Group
Kentucky
$17.9M +$18.2M +1,849,335 New
JCM
28
Jag Capital Management
Missouri
$17.3M +$5.13M +520,295 +41%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$15.6M -$2.23M -226,840 -12%
UBS Group
30
UBS Group
Switzerland
$15.1M +$2.03M +206,310 +15%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$13.3M +$1.34M +135,935 +11%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$13.2M -$22.7M -2,300,475 -63%
JP Morgan Chase
33
JP Morgan Chase
New York
$13.1M +$1.2M +122,125 +10%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1M +$547K +55,555 +4%
US Bancorp
35
US Bancorp
Minnesota
$12.5M -$1.85M -188,005 -13%
FWCM
36
Ferguson Wellman Capital Management
Oregon
$12.1M +$393K +39,875 +3%
Citadel Advisors
37
Citadel Advisors
Florida
$11.5M +$5.76M +585,095 +96%
GT
38
Glenmede Trust
Pennsylvania
$10.9M
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$10.7M +$23.1K +2,350 +0.2%
HHMI
40
Howard Hughes Medical Institute
Maryland
$10.4M
CWM
41
Cabot Wealth Management
Massachusetts
$10.2M -$97.5K -9,900 -0.9%
RJA
42
Raymond James & Associates
Florida
$9.89M +$825K +83,740 +9%
SEI Investments
43
SEI Investments
Pennsylvania
$9.78M -$7.02M -712,640 -41%
CS
44
Credit Suisse
Switzerland
$9.72M +$9.03M +916,490 +1,028%
Jane Street
45
Jane Street
New York
$9.52M +$8.65M +878,030 +824%
AP
46
Atwood & Palmer
Missouri
$8.76M +$8.93M +906,250 New
ACM
47
Aviance Capital Management
Florida
$8.17M -$745K -75,660 -8%
N
48
Nuveen
North Carolina
$8.03M +$89.2K +9,050 +1%
UCFA
49
United Capital Financial Advisors
Texas
$8M +$2.39M +242,810 +42%
MAM
50
Marketfield Asset Management
New York
$7.83M +$1.03M +104,210 +15%

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.