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348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
51
Baker Avenue Asset Management
California
$7.43M +$65.5K +6,650 +0.9%
DPIM
52
Duff & Phelps Investment Management
Illinois
$7.34M -$106K -10,730 -1%
FCH
53
Freestone Capital Holdings
Washington
$7.31M -$352K -35,715 -5%
DAM
54
Deltec Asset Management
New York
$7.07M +$2.39M +242,500 +50%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$6.73M +$1.82M +185,195 +36%
PG
56
PEAK6 Group
Illinois
$6.63M +$721K +73,225 +12%
ClearBridge Investments
57
ClearBridge Investments
New York
$6.17M +$262K +26,635 +4%
CMG
58
Cavalry Management Group
California
$6.07M -$4.95M -502,670 -44%
1832 Asset Management
59
1832 Asset Management
Ontario, Canada
$5.59M +$173K +17,575 +3%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$5.43M -$4.56M -463,355 -45%
GCA
61
Greenwood Capital Associates
South Carolina
$5.4M +$2.8M +284,135 +104%
ATIA
62
American Trust Investment Advisors
New Hampshire
$5.38M +$5.14M +521,350 +1,481%
Norges Bank
63
Norges Bank
Norway
$5.2M
Stifel Financial
64
Stifel Financial
Missouri
$5.2M -$159K -16,180 -3%
SCM
65
Sanoor Capital Management
Connecticut
$5.11M +$5.21M +528,500 New
DCM
66
Delta Capital Management
New Jersey
$5.02M -$83.2K -8,450 -2%
DP
67
DDD Partners
Washington
$4.97M +$73.1K +7,420 +1%
MA
68
MYDA Advisors
New York
$4.93M +$1.93M +195,500 +62%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$4.79M +$1.96M +199,090 +67%
Citigroup
70
Citigroup
New York
$4.74M +$519K +52,730 +12%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$4.63M -$1.61M -163,225 -25%
Barclays
72
Barclays
United Kingdom
$4.62M +$4.05M +410,865 +612%
HCMT
73
Highland Capital Management (Tennessee)
Tennessee
$4.59M -$616K -62,545 -12%
FIM
74
Freedom Investment Management
Connecticut
$4.31M +$1.51M +153,350 +52%
Walleye Trading
75
Walleye Trading
New York
$4.3M -$208K -21,085 -5%

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.