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155 hedge funds and large institutions have $1.19B invested in Sony in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$154M)

3% more ownership

Funds ownership: 24.17%27.17% (+3%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

1% less funds holding

Funds holding: 157155 (-2)

62% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $124M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
155
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
44
Reduced
47
Closed
31
Calls
$46.7M
Puts
$124M
Net Calls
-$77.2M
Net Calls Change
+$582K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$1.68M +$211K +49,805 +15%
NAM
52
NorthCoast Asset Management
Connecticut
$1.64M +$494K +116,620 +44%
SCM
53
Stevens Capital Management
Pennsylvania
$1.63M +$1.61M +379,440 New
Citadel Advisors
54
Citadel Advisors
Florida
$1.63M -$3.25M -767,775 -67%
Millennium Management
55
Millennium Management
New York
$1.51M -$3.23M -763,490 -69%
Barclays
56
Barclays
United Kingdom
$1.48M -$2.86M -675,685 -66%
Comerica Bank
57
Comerica Bank
Texas
$1.47M +$111K +26,085 +8%
ACI
58
AMP Capital Investors
Australia
$1.36M +$1.36M +319,965 New
HDIM
59
Hanson & Doremus Investment Management
Vermont
$1.2M -$2.97K -700 -0.3%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.12M -$560K -132,225 -34%
SCM
61
SOL Capital Management
Maryland
$1M -$17.9K -4,235 -2%
CAM
62
Capstone Asset Management
Texas
$1M +$99.9K +23,585 +11%
ICM
63
ICC Capital Management
Florida
$991K -$29.5K -6,970 -3%
RHBC
64
R.H. Bluestein & Co
Michigan
$968K
ACM
65
Advent Capital Management
New York
$880K +$866K +204,430 New
DC
66
Deere & Company
Illinois
$865K -$9.11K -2,150 -1%
NIP
67
Nicholas Investment Partners
California
$829K
CIM
68
Calvert Investment Management
Maryland
$802K
RFC
69
Russell Frank Company
Washington
$781K +$674K +159,030 +710%
DCM
70
Dynamic Capital Management
Jersey
$769K +$757K +178,725 New
Invesco
71
Invesco
Georgia
$725K +$3.6K +850 +0.5%
MCG
72
Meru Capital Group
New York
$706K +$695K +163,975 New
Ameriprise
73
Ameriprise
Minnesota
$699K +$60K +14,155 +10%
NCCM
74
Nine Chapters Capital Management
New Jersey
$697K +$686K +162,000 New
FCI
75
Financial Counselors Inc
Kansas
$668K -$4.77K -1,125 -0.7%

SONY Hedge Fund Activity: Q3 2013 in Review

155 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2013, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SONY positions and 31 closed out — a net gain of 1 holder — while 44 added to existing stakes and 47 trimmed.

The largest buyer was Primecap Management, adding an estimated $115M. The largest seller was York Capital Management Global Advisors, cutting an estimated $45.9M.

  • 155 institutional investors held Sony (SONY) as of Q3 2013, down from 157 in Q2 2013.
  • Funds reported $1.19B of Sony stock for Q3 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Sony positions in Q3 2013 and 31 closed out, a net change of +1 holder.
  • The largest Sony buyer in Q3 2013 was Primecap Management, an estimated $115M added.
  • The largest Sony seller in Q3 2013 was York Capital Management Global Advisors, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2013.