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232 hedge funds and large institutions have $2.79B invested in Sony in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

42% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $27.6M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$285M)

9% more funds holding

Funds holding: 212232 (+20)

0.28% less ownership

Funds ownership: 33.75%33.47% (-0.28%)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 84

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
6.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
49
Reduced
84
Closed
23
Calls
$39.2M
Puts
$27.6M
Net Calls
+$11.6M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
51
Highland Capital Management (Tennessee)
Tennessee
$2.9M -$6.57K -1,025 -0.2%
WAM
52
World Asset Management
Michigan
$2.81M +$202K +31,570 +8%
Walleye Trading
53
Walleye Trading
New York
$2.75M +$1.22M +190,805 +85%
DCM
54
Dynamic Capital Management
Jersey
$2.72M -$297K -46,340 -10%
CAM
55
Capstone Asset Management
Texas
$2.67M +$13.8K +2,150 +0.5%
Comerica Bank
56
Comerica Bank
Texas
$2.59M -$255K -39,825 -9%
Deutsche Bank
57
Deutsche Bank
Germany
$2.47M -$1.85M -288,965 -44%
GT
58
Glenmede Trust
Pennsylvania
$2.38M -$540K -84,305 -19%
BAM
59
Baring Asset Management
United Kingdom
$2.21M -$7.15K -1,115 -0.3%
JP Morgan Chase
60
JP Morgan Chase
New York
$2.13M -$1.87M -292,345 -48%
AIA
61
Avalon Investment & Advisory
Texas
$2.03M -$124K -19,355 -6%
NAM
62
NorthCoast Asset Management
Connecticut
$1.86M +$1.8M +280,460 New
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.68M +$493K +76,900 +44%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$1.67M +$1.27M +198,480 +374%
AII
65
AGF Investments Inc
Ontario, Canada
$1.64M
CM
66
Crestline Management
Texas
$1.55M +$1.49M +232,860 New
Credit Agricole
67
Credit Agricole
France
$1.54M +$118K +18,405 +9%
HDIM
68
Hanson & Doremus Investment Management
Vermont
$1.48M -$112K -17,475 -7%
Creative Planning
69
Creative Planning
Kansas
$1.47M +$977K +152,490 +224%
AG
70
Advisor Group
Arizona
$1.44M +$1.18M +184,560 +579%
Fiera Capital (Canada)
71
Fiera Capital (Canada)
Quebec, Canada
$1.32M -$533K -83,135 -29%
SCM
72
SOL Capital Management
Maryland
$1.2M -$12.8K -2,000 -1%
M&T Bank
73
M&T Bank
New York
$1.15M -$770K -120,130 -41%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1.03M -$41.1K -6,410 -4%
CAM
75
Columbia Asset Management
Michigan
$1.01M -$207K -32,225 -17%

SONY Hedge Fund Activity: Q3 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2016, worth a combined $2.79B — up 11% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SONY positions and 23 closed out — a net gain of 23 holders — while 49 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.9M. The largest seller was Primecap Management, cutting an estimated $40.6M.

  • 232 institutional investors held Sony (SONY) as of Q3 2016, up from 212 in Q2 2016.
  • Funds reported $2.79B of Sony stock for Q3 2016, up 11% quarter-over-quarter.
  • 46 funds opened new Sony positions in Q3 2016 and 23 closed out, a net change of +23 holders.
  • The largest Sony buyer in Q3 2016 was Fidelity Investments, an estimated $59.9M added.
  • The largest Sony seller in Q3 2016 was Primecap Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2016.