We are live on ! Find out more

381 hedge funds and large institutions have $4.61B invested in Sony in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $86.1M | Put options by funds: $64.6M

0.87% less ownership

Funds ownership: 38.5%37.64% (-0.87%)

9% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 77

3% less funds holding

Funds holding: 393381 (-12)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $5.93B → $4.61B (-$1.32B)

24% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 135

Holders
381
Holders Change
-12
Holders Change %
-3.05%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
70
Increased
103
Reduced
135
Closed
77
Calls
$86.1M
Puts
$64.6M
Net Calls
+$21.5M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$22.4M -$1.09M -102,660 -4%
SEI Investments
27
SEI Investments
Pennsylvania
$20.2M -$36.2K -3,420 -0.2%
LP
28
LMR Partners
United Kingdom
$19.5M +$21.2M +2,005,800 New
NSLI
29
Nan Shan Life Insurance
Taiwan
$19.3M +$21.2M +2,000,000 New
UBS Group
30
UBS Group
Switzerland
$16.8M +$1.91M +180,920 +12%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$16.7M -$2.18M -205,685 -11%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$16.4M +$8.96M +846,455 +99%
RG
33
Renaissance Group
Kentucky
$16.3M -$1.1M -103,995 -6%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$15.8M +$14.3M +1,349,275 +463%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$15.6M +$460K +43,495 +3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$14.1M +$1.46M +138,180 +10%
AP
37
Atwood & Palmer
Missouri
$13.9M +$116K +11,000 +0.8%
FWCM
38
Ferguson Wellman Capital Management
Oregon
$13.6M +$243K +22,990 +2%
FFA
39
First Foundation Advisors
California
$13.1M +$501K +47,360 +4%
CMI
40
Cider Mill Investments
Connecticut
$11.8M +$12.9M +1,223,750 New
Marshall Wace
41
Marshall Wace
United Kingdom
$11.4M +$11.8M +1,118,345 +1,808%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$10.5M +$930K +87,880 +9%
Capital Fund Management (CFM)
43
Capital Fund Management (CFM)
France
$10.5M +$5.54M +523,480 +94%
ZDA
44
Zweig-DiMenna Associates
New York
$9.93M +$2.07M +195,535 +23%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$9.88M -$729K -68,860 -6%
CWM
46
Cabot Wealth Management
Massachusetts
$9.71M +$1.69K +160 +0%
N
47
Nuveen
North Carolina
$9.55M -$94.3K -8,910 -0.9%
Citadel Advisors
48
Citadel Advisors
Florida
$9.29M -$21.4M -2,024,000 -68%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$9.04M +$668K +63,100 +7%
UCFA
50
United Capital Financial Advisors
Texas
$8.5M -$491K -46,390 -5%

SONY Hedge Fund Activity: Q4 2018 in Review

381 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2018, worth a combined $4.61B — down 22% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of SONY and 70 opened new positions — a net loss of 7 holders — while 135 trimmed existing stakes and 103 added.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $56.6M. The largest seller was Primecap Management, cutting an estimated $69.9M.

  • 381 institutional investors held Sony (SONY) as of Q4 2018, down from 393 in Q3 2018.
  • Funds reported $4.61B of Sony stock for Q4 2018, down 22% quarter-over-quarter.
  • 70 funds opened new Sony positions in Q4 2018 and 77 closed out, a net change of -7 holders.
  • The largest Sony buyer in Q4 2018 was Menora Mivtachim Holdings, an estimated $56.6M added.
  • The largest Sony seller in Q4 2018 was Primecap Management, an estimated $69.9M sold.

Based on aggregated 13F filings for Q4 2018.