We are live on ! Find out more

336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
HBK Investments
Texas
$6.23M +$2.34M +272,500 +65%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$5.78M +$88.1K +10,260 +2%
PG
53
PEAK6 Group
Illinois
$5.51M +$1.89M +219,785 +56%
ClearBridge Investments
54
ClearBridge Investments
New York
$5.5M -$4.02M -468,565 -43%
Citadel Advisors
55
Citadel Advisors
Florida
$5.47M +$2.9M +337,445 +124%
UCFA
56
United Capital Financial Advisors
Texas
$5.25M +$5.02M +584,300 New
CLCM
57
Crawford Lake Capital Management
New Jersey
$5.07M +$4.84M +563,450 New
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$5.01M +$507K +59,070 +12%
Stifel Financial
59
Stifel Financial
Missouri
$4.97M -$1.15M -133,945 -20%
TCIM
60
TIAA CREF Investment Management
New York
$4.95M -$3.23M -376,470 -41%
Norges Bank
61
Norges Bank
Norway
$4.84M
HCMT
62
Highland Capital Management (Tennessee)
Tennessee
$4.83M -$13.3K -1,550 -0.3%
PCM
63
Prelude Capital Management
New York
$4.75M -$869K -101,225 -16%
DCM
64
Delta Capital Management
New Jersey
$4.74M -$72.2K -8,400 -2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$4.59M +$10.7K +1,240 +0.2%
DP
66
DDD Partners
Washington
$4.56M +$4.36M +507,110 New
CGH
67
Crossmark Global Holdings
Texas
$4.51M -$37.6K -4,375 -0.9%
DAM
68
Deltec Asset Management
New York
$4.39M +$902K +105,000 +27%
NAM
69
NorthCoast Asset Management
Connecticut
$4.28M +$923K +107,440 +29%
CIP
70
Chartwell Investment Partners
Pennsylvania
$4.24M -$4.37M -508,775 -52%
Wolverine Trading
71
Wolverine Trading
Illinois
$4.11M +$2.59M +301,505 +194%
Citigroup
72
Citigroup
New York
$3.93M +$412K +48,005 +12%
BIM
73
Bogle Investment Management
Massachusetts
$3.89M +$3.72M +432,755 New
BCM
74
Bourgeon Capital Management
Connecticut
$3.76M +$3.59M +418,000 New
CI
75
Clal Insurance
Israel
$3.71M +$1.94M +226,050 +121%

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.