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174 hedge funds and large institutions have $1.35B invested in Sony in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.44% more ownership

Funds ownership: 33.89%38.34% (+4.4%)

0% more capital invested

Capital invested by funds: $1.35B → $1.35B (+$1.49M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 176174 (-2)

45% less call options, than puts

Call options by funds: $73.9M | Put options by funds: $134M

Holders
174
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
68
Reduced
44
Closed
27
Calls
$73.9M
Puts
$134M
Net Calls
-$60M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
51
PEAK6 Group
Illinois
$1.61M +$1.51M +437,605 +1,033%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.54M +$1.02M +296,205 +182%
SAG
53
Sterne Agee Group
Alabama
$1.51M +$38.1K +11,020 +3%
CS
54
Credit Suisse
Switzerland
$1.25M -$3.73M -1,079,275 -74%
BCM
55
Bluefin Capital Management
New York
$1.2M +$1.2M +346,395 New
TH
56
Timber Hill
Connecticut
$1.19M +$1.04M +302,180 +574%
UCFA
57
United Capital Financial Advisors
Texas
$1.18M +$980K +283,520 +421%
WKWM
58
Walter & Keenan Wealth Management
Indiana
$1.09M +$1.12M +325,000 New
DC
59
Deere & Company
Illinois
$1.07M +$120K +34,765 +12%
ACM
60
Aviance Capital Management
Florida
$1.07M +$220K +63,775 +25%
Parallax Volatility Advisers
61
Parallax Volatility Advisers
California
$1.04M -$266K -76,920 -20%
B
62
Baird
Wisconsin
$1.03M +$1.07M +308,500 New
CIBC World Market
63
CIBC World Market
Ontario, Canada
$1.03M +$24.5K +7,100 +2%
GH
64
GAM Holding
Switzerland
$1.01M +$484K +140,000 +88%
GT
65
Glenmede Trust
Pennsylvania
$1M +$162K +47,000 +19%
HDIM
66
Hanson & Doremus Investment Management
Vermont
$986K -$11.2K -3,250 -1%
ICM
67
ICC Capital Management
Florida
$981K +$24.5K +7,100 +2%
SB
68
Suntrust Banks
Georgia
$951K +$482K +139,380 +96%
WAM
69
World Asset Management
Michigan
$946K -$25K -7,235 -3%
BUB
70
BBVA USA Bancshares
Texas
$916K +$607K +175,580 +180%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$911K -$7.86M -2,275,720 -89%
CAM
72
Capstone Asset Management
Texas
$893K +$11.7K +3,400 +1%
Comerica Bank
73
Comerica Bank
Texas
$845K -$184K -53,255 -17%
Capstone Investment Advisors
74
Capstone Investment Advisors
New York
$838K -$864K -250,000 -50%
VKH
75
Virtu KCG Holdings
New York
$815K -$293K -84,780 -26%

SONY Hedge Fund Activity: Q2 2014 in Review

174 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2014, worth a combined $1.35B — up 0.11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SONY and 25 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 68 added.

The largest buyer was Primecap Management, adding an estimated $44.6M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $23.9M sold.

  • 174 institutional investors held Sony (SONY) as of Q2 2014, down from 176 in Q1 2014.
  • Funds reported $1.35B of Sony stock for Q2 2014, up 0.11% quarter-over-quarter.
  • 25 funds opened new Sony positions in Q2 2014 and 27 closed out, a net change of -2 holders.
  • The largest Sony buyer in Q2 2014 was Primecap Management, an estimated $44.6M added.
  • The largest Sony seller in Q2 2014 was York Capital Management Global Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2014.