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384 hedge funds and large institutions have $5.7B invested in Sony in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 108 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

61% more call options, than puts

Call options by funds: $144M | Put options by funds: $89.4M

53% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 58

37% more capital invested

Capital invested by funds: $4.17B → $5.7B (+$1.52B)

8% more funds holding

Funds holding: 356384 (+28)

3.93% more ownership

Funds ownership: 38.87%42.79% (+3.9%)

6% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 115

Holders
384
Holders Change
+28
Holders Change %
+7.87%
% of All Funds
8.34%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.39%
New
89
Increased
108
Reduced
115
Closed
58
Calls
$144M
Puts
$89.4M
Net Calls
+$54.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TOMS Capital Investment Management
New York
$26.2M +$24.5M +2,500,000 New
Ameriprise
27
Ameriprise
Minnesota
$25.5M -$32.8M -3,340,010 -58%
UBS Group
28
UBS Group
Switzerland
$24.2M +$4.27M +434,635 +23%
Charles Schwab
29
Charles Schwab
California
$24M +$22.5M +2,289,180 New
Invesco
30
Invesco
Georgia
$24M -$10.2M -1,036,405 -31%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$21.9M +$8.04M +818,780 +64%
SEI Investments
32
SEI Investments
Pennsylvania
$20.2M -$420K -42,830 -2%
Nomura Holdings
33
Nomura Holdings
Japan
$19.4M +$3.31M +336,725 +23%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$18.5M +$8.28M +843,485 +92%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$17.6M +$786K +80,090 +5%
RG
36
Renaissance Group
Kentucky
$16.7M -$524K -53,415 -3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$15.6M -$677K -69,000 -4%
AP
38
Atwood & Palmer
Missouri
$15.1M +$45.1K +4,595 +0.3%
OCAM
39
Onex Canada Asset Management
Ontario, Canada
$15.1M -$15.1M -1,541,765 -52%
ECAU
40
Everett Capital Advisors (UK)
United Kingdom
$15.1M +$14.1M +1,436,625 New
FWCM
41
Ferguson Wellman Capital Management
Oregon
$14.9M +$94.2K +9,600 +0.7%
FFA
42
First Foundation Advisors
California
$14.5M +$189K +19,220 +1%
HAM
43
Harber Asset Management
North Carolina
$14.4M +$13.5M +1,375,845 New
CIBC Asset Management
44
CIBC Asset Management
Ontario, Canada
$14.1M +$401K +40,850 +3%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$12.7M +$11.4M +1,158,375 +2,273%
Deutsche Bank
46
Deutsche Bank
Germany
$11.8M +$618K +62,915 +6%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$11.7M -$140K -14,240 -1%
SC
48
Samlyn Capital
New York
$11.6M +$10.9M +1,110,495 New
CS
49
Credit Suisse
Switzerland
$11.3M +$1.03M +105,230 +11%
CWM
50
Cabot Wealth Management
Massachusetts
$10.8M +$14.3K +1,460 +0.1%

SONY Hedge Fund Activity: Q2 2019 in Review

384 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2019, worth a combined $5.7B — up 37% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SONY positions and 58 closed out — a net gain of 31 holders — while 108 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Primecap Management, cutting an estimated $46.7M.

  • 384 institutional investors held Sony (SONY) as of Q2 2019, up from 356 in Q1 2019.
  • Funds reported $5.7B of Sony stock for Q2 2019, up 37% quarter-over-quarter.
  • 89 funds opened new Sony positions in Q2 2019 and 58 closed out, a net change of +31 holders.
  • The largest Sony buyer in Q2 2019 was BlackRock, an estimated $155M added.
  • The largest Sony seller in Q2 2019 was Primecap Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2019.