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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Capstone Asset Management
Texas
$2.35M -$1.83M -340,680 -46%
WAM
52
World Asset Management
Michigan
$2.29M +$161K +29,995 +8%
HI
53
HBK Investments
Texas
$2.21M -$7.13M -1,329,505 -78%
BAM
54
Baring Asset Management
United Kingdom
$1.96M -$41.1K -7,665 -2%
AIA
55
Avalon Investment & Advisory
Texas
$1.9M +$136K +25,395 +8%
M&T Bank
56
M&T Bank
New York
$1.72M -$86.7K -16,170 -5%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$1.66M +$1.51M +282,310 New
AII
58
AGF Investments Inc
Ontario, Canada
$1.45M +$13.7K +2,550 +1%
Wolverine Trading
59
Wolverine Trading
Illinois
$1.42M +$1.29M +241,055 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$1.41M -$88.2K -16,450 -6%
HDIM
61
Hanson & Doremus Investment Management
Vermont
$1.41M -$72K -13,430 -5%
AssetMark Inc
62
AssetMark Inc
California
$1.37M +$35.4K +6,605 +3%
Walleye Trading
63
Walleye Trading
New York
$1.31M -$675K -125,790 -36%
SG Americas Securities
64
SG Americas Securities
New York
$1.3M +$54.1K +10,080 +5%
SG
65
Societe Generale
$1.3M +$1.19M +220,940 New
Credit Agricole
66
Credit Agricole
France
$1.26M +$1.15M +213,935 New
AL
67
Airain Ltd
Guernsey
$1.23M +$1.12M +209,235 New
AIM
68
Anchor Investment Management
South Carolina
$1.21M -$10.7K -2,000 -1%
LP
69
LMR Partners
United Kingdom
$1.12M +$1.03M +191,500 New
CAM
70
Columbia Asset Management
Michigan
$1.08M
FA
71
FDx Advisors
Illinois
$1.08M -$823K -153,350 -45%
SCM
72
SOL Capital Management
Maryland
$1.07M -$139K -26,000 -13%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$1.03M +$46.5K +8,660 +5%
FNYS
74
First New York Securities
New York
$986K +$901K +168,000 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$945K -$342K -63,755 -28%

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.