Sony
SONY
167 hedge funds and large institutions have $954M invested in Sony in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 31 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 36
39% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 31
8% more funds holding
Funds holding: 155 → 167 (+12)
0.14% more ownership
Funds ownership: 27.17% → 27.31% (+0.14%)
20% less capital invested
Capital invested by funds: $1.19B → $954M (-$235M)
61% less call options, than puts
Call options by funds: $53.8M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$21.9M |
| 2 |
TCSAM
Tyrus Capital S.A.M.
Monaco
|
+$19.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$16.3M |
| 4 |
Two Sigma Investments
New York
|
+$15.1M |
| 5 |
HT
HAP Trading
New York
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.6M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
-$27.4M |
| 3 |
Alkeon Capital Management
New York
|
-$24.5M |
| 4 |
IIM
Ivory Investment Management
New York
|
-$12.5M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$10M |
SONY Hedge Fund Activity: Q4 2013 in Review
167 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2013, worth a combined $954M — down 20% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SONY positions and 31 closed out — a net gain of 12 holders — while 62 added to existing stakes and 36 trimmed.
The largest buyer was GAMCO Investors, adding an estimated $21.9M. The largest seller was Fidelity Investments, cutting an estimated $70.6M.
- 167 institutional investors held Sony (SONY) as of Q4 2013, up from 155 in Q3 2013.
- Funds reported $954M of Sony stock for Q4 2013, down 20% quarter-over-quarter.
- 43 funds opened new Sony positions in Q4 2013 and 31 closed out, a net change of +12 holders.
- The largest Sony buyer in Q4 2013 was GAMCO Investors, an estimated $21.9M added.
- The largest Sony seller in Q4 2013 was Fidelity Investments, an estimated $70.6M sold.
Based on aggregated 13F filings for Q4 2013.