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228 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0.45% less ownership

Funds ownership: 33.47%33.02% (-0.45%)

2% less funds holding

Funds holding: 232228 (-4)

14% less call options, than puts

Call options by funds: $32M | Put options by funds: $37.2M

16% less capital invested

Capital invested by funds: $2.79B → $2.34B (-$446M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
41
Increased
53
Reduced
80
Closed
41
Calls
$32M
Puts
$37.2M
Net Calls
-$5.19M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
51
Voloridge Investment Management
Florida
$2.67M +$2.9M +476,980 New
PC
52
Passport Capital
California
$2.52M +$2.73M +450,000 New
Comerica Bank
53
Comerica Bank
Texas
$2.5M +$47.6K +7,840 +2%
HCMT
54
Highland Capital Management (Tennessee)
Tennessee
$2.4M -$51.6K -8,500 -2%
GC
55
Gratry & Company
Ohio
$2.34M -$797K -131,145 -24%
CAM
56
Capstone Asset Management
Texas
$2.28M +$28K +4,600 +1%
WAM
57
World Asset Management
Michigan
$2.17M -$208K -34,245 -8%
DCM
58
Dynamic Capital Management
Jersey
$2M -$323K -53,205 -13%
GT
59
Glenmede Trust
Pennsylvania
$1.99M -$21.6K -3,555 -1%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$1.93M +$1.63M +268,835 +358%
BAM
61
Baring Asset Management
United Kingdom
$1.84M -$22.7K -3,740 -1%
JP Morgan Chase
62
JP Morgan Chase
New York
$1.7M -$105K -17,325 -5%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$1.66M +$273K +45,000 +18%
AIA
64
Avalon Investment & Advisory
Texas
$1.62M -$99.9K -16,445 -5%
BC
65
Brinker Capital
Pennsylvania
$1.51M +$1.35M +222,015 +464%
Walleye Trading
66
Walleye Trading
New York
$1.51M -$886K -145,780 -35%
AII
67
AGF Investments Inc
Ontario, Canada
$1.39M
OAM
68
Oxford Asset Management
United Kingdom
$1.31M -$2.04M -335,245 -59%
NAM
69
NorthCoast Asset Management
Connecticut
$1.31M -$288K -47,445 -17%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$1.29M +$484K +79,580 +53%
GPC
71
Glacier Peak Capital
Washington
$1.26M +$1.37M +225,000 New
Creative Planning
72
Creative Planning
Kansas
$1.22M -$14K -2,310 -1%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$1.21M -$228K -37,480 -15%
HDIM
74
Hanson & Doremus Investment Management
Vermont
$1.2M -$48.5K -7,990 -4%
BAMCO Inc
75
BAMCO Inc
New York
$1.15M +$699K +115,000 +128%

SONY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 16% from $2.79B a quarter earlier.

Fund positioning in SONY was balanced in Q4 2016: 41 funds opened new positions, 41 closed out, 53 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.

  • 228 institutional investors held Sony (SONY) as of Q4 2016, down from 232 in Q3 2016.
  • Funds reported $2.34B of Sony stock for Q4 2016, down 16% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of 0 holders.
  • The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
  • The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2016.