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222 hedge funds and large institutions have $2.22B invested in Sony in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $52.7M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

6% more funds holding

Funds holding: 210222 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.31B → $2.22B (-$95.8M)

1.7% less ownership

Funds ownership: 37.46%35.76% (-1.7%)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
63
Reduced
85
Closed
27
Calls
$81.3M
Puts
$52.7M
Net Calls
+$28.6M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
51
Delta Capital Management
New Jersey
$3.31M +$14.2K +2,675 +0.4%
CCM
52
Conatus Capital Management
Connecticut
$3.16M -$97.7K -18,435 -3%
FHAM
53
Folger Hill Asset Management
New York
$3.04M +$3.27M +617,000 New
RJA
54
Raymond James & Associates
Florida
$2.97M -$145K -27,315 -4%
AssetMark Inc
55
AssetMark Inc
California
$2.84M +$114K +21,560 +4%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$2.82M -$1.84M -346,715 -38%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$2.77M +$2.99M +563,550 New
M&T Bank
58
M&T Bank
New York
$2.73M +$10.9K +2,055 +0.4%
Norges Bank
59
Norges Bank
Norway
$2.65M
Comerica Bank
60
Comerica Bank
Texas
$2.65M +$18K +3,405 +0.6%
Nomura Holdings
61
Nomura Holdings
Japan
$2.47M +$2.66M +502,000 New
HI
62
HBK Investments
Texas
$2.46M +$1.06M +200,500 +67%
VAM
63
Visium Asset Management
New York
$2.46M +$2.19M +412,750 +473%
GT
64
Glenmede Trust
Pennsylvania
$2.39M -$15.8K -2,975 -0.6%
Deutsche Bank
65
Deutsche Bank
Germany
$2.34M -$894K -168,780 -26%
Kayne Anderson Rudnick Investment Management
66
Kayne Anderson Rudnick Investment Management
California
$2.33M +$1.03M +195,005 +70%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.31M -$3.55M -669,785 -59%
Invesco
68
Invesco
Georgia
$2.29M +$434K +81,935 +21%
HCMT
69
Highland Capital Management (Tennessee)
Tennessee
$2.09M +$238K +45,000 +12%
FA
70
FDx Advisors
Illinois
$1.96M -$19.8K -3,730 -0.9%
SC
71
Scotia Capital
Ontario, Canada
$1.94M
SG Americas Securities
72
SG Americas Securities
New York
$1.76M +$1.45M +273,270 +326%
PG
73
PEAK6 Group
Illinois
$1.74M -$1.2M -225,695 -39%
BAM
74
Baring Asset Management
United Kingdom
$1.68M -$3.04M -574,465 -63%
AL
75
Airain Ltd
Guernsey
$1.67M +$819K +154,450 +83%

SONY Hedge Fund Activity: Q4 2015 in Review

222 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2015, worth a combined $2.22B — down 4.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SONY positions and 27 closed out — a net gain of 13 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Primecap Management, adding an estimated $14.7M. The largest seller was Jefferies Group, exiting entirely with an estimated $26.1M sold.

  • 222 institutional investors held Sony (SONY) as of Q4 2015, up from 210 in Q3 2015.
  • Funds reported $2.22B of Sony stock for Q4 2015, down 4.1% quarter-over-quarter.
  • 40 funds opened new Sony positions in Q4 2015 and 27 closed out, a net change of +13 holders.
  • The largest Sony buyer in Q4 2015 was Primecap Management, an estimated $14.7M added.
  • The largest Sony seller in Q4 2015 was Jefferies Group, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.