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234 hedge funds and large institutions have $2.94B invested in Sony in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $2.34B → $2.94B (+$598M)

18% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $19.6M

3% more funds holding

Funds holding: 228234 (+6)

1.45% more ownership

Funds ownership: 33.02%34.47% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
71
Reduced
67
Closed
32
Calls
$23.1M
Puts
$19.6M
Net Calls
+$3.53M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$3.6M +$81.6K +13,085 +3%
Jane Street
52
Jane Street
New York
$3.57M -$451K -72,420 -12%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$3.57M +$1.15M +184,810 +54%
US Bancorp
54
US Bancorp
Minnesota
$3.38M +$2.46M +394,315 +371%
HCMT
55
Highland Capital Management (Tennessee)
Tennessee
$3.28M +$360K +57,700 +13%
QIM
56
Quantitative Investment Management
Virginia
$3.26M +$3.01M +483,500 New
SB
57
Suntrust Banks
Georgia
$3.03M -$288K -46,205 -9%
OMC
58
Old Mission Capital
Illinois
$2.99M +$2.76M +443,285 New
CAM
59
Capstone Asset Management
Texas
$2.9M +$144K +23,100 +6%
Comerica Bank
60
Comerica Bank
Texas
$2.74M +$22.3K +3,575 +0.9%
WAM
61
World Asset Management
Michigan
$2.65M +$34.5K +5,540 +1%
Millennium Management
62
Millennium Management
New York
$2.64M +$1.94M +311,535 +389%
B
63
Barings
North Carolina
$2.46M +$2.28M +365,190 New
JP Morgan Chase
64
JP Morgan Chase
New York
$2.35M +$285K +45,785 +15%
AIA
65
Avalon Investment & Advisory
Texas
$2.23M +$266K +42,660 +15%
BAM
66
Baring Asset Management
United Kingdom
$2.22M
GT
67
Glenmede Trust
Pennsylvania
$2.07M -$300K -48,080 -14%
GC
68
Gratry & Company
Ohio
$1.91M -$844K -135,340 -32%
BC
69
Brinker Capital
Pennsylvania
$1.69M -$119K -19,055 -7%
AII
70
AGF Investments Inc
Ontario, Canada
$1.65M -$18.9K -3,030 -1%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$1.64M +$86.5K +13,880 +6%
BAMCO Inc
72
BAMCO Inc
New York
$1.62M +$218K +35,000 +17%
State Street
73
State Street
Massachusetts
$1.57M +$1.45M +232,350 New
Citadel Advisors
74
Citadel Advisors
Florida
$1.51M -$5.89M -944,940 -81%
NAM
75
NorthCoast Asset Management
Connecticut
$1.51M -$58.2K -9,345 -4%

SONY Hedge Fund Activity: Q1 2017 in Review

234 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2017, worth a combined $2.94B — up 26% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $66.1M. The largest seller was Nine Masts Capital, cutting an estimated $22.1M.

  • 234 institutional investors held Sony (SONY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.94B of Sony stock for Q1 2017, up 26% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q1 2017 was Arrowstreet Capital, an estimated $66.1M added.
  • The largest Sony seller in Q1 2017 was Nine Masts Capital, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.