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365 hedge funds and large institutions have $5.01B invested in Sony in 2018 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

18% more capital invested

Capital invested by funds: $4.27B → $5.01B (+$747M)

17% more call options, than puts

Call options by funds: $88M | Put options by funds: $75.2M

16% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 95

5% more funds holding

Funds holding: 348365 (+17)

3.71% more ownership

Funds ownership: 34.88%38.59% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
365
Holders Change
+17
Holders Change %
+4.89%
% of All Funds
8.35%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
72
Increased
110
Reduced
95
Closed
51
Calls
$88M
Puts
$75.2M
Net Calls
+$12.8M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$9.56M +$3.84M +395,290 +74%
Allianz Asset Management
52
Allianz Asset Management
Germany
$9.37M +$8.89M +914,260 New
US Bancorp
53
US Bancorp
Minnesota
$8.92M -$4.15M -426,855 -33%
Citigroup
54
Citigroup
New York
$8.64M +$3.44M +353,160 +72%
N
55
Nuveen
North Carolina
$8.59M +$79.6K +8,185 +1%
JP Morgan Chase
56
JP Morgan Chase
New York
$8.12M -$5.48M -563,775 -42%
MC
57
Maverick Capital
Texas
$8.06M +$7.65M +786,400 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$7.84M +$2.62M +269,755 +54%
MAM
59
Marketfield Asset Management
New York
$7.83M -$444K -45,640 -6%
UCFA
60
United Capital Financial Advisors
Texas
$7.73M -$707K -72,735 -9%
DPIM
61
Duff & Phelps Investment Management
Illinois
$7.69M -$83.3K -8,565 -1%
BAAM
62
Baker Avenue Asset Management
California
$7.58M -$287K -29,490 -4%
Barclays
63
Barclays
United Kingdom
$7.5M +$2.46M +253,095 +53%
GCA
64
Greenwood Capital Associates
South Carolina
$7.34M +$1.53M +157,325 +28%
ClearBridge Investments
65
ClearBridge Investments
New York
$7.06M +$496K +51,035 +8%
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$6.85M +$818K +84,135 +15%
FCH
67
Freestone Capital Holdings
Washington
$6.79M -$912K -93,790 -12%
ZDA
68
Zweig-DiMenna Associates
New York
$6.65M +$6.31M +648,915 New
BIM
69
Bogle Investment Management
Massachusetts
$6.33M +$6M +617,295 New
ATIA
70
American Trust Investment Advisors
New Hampshire
$5.69M -$10.9K -1,125 -0.2%
Norges Bank
71
Norges Bank
Norway
$5.52M
DCM
72
Delta Capital Management
New Jersey
$5.29M -$25.8K -2,650 -0.5%
First Trust Advisors
73
First Trust Advisors
Illinois
$5.18M +$4.13M +424,260 +525%
Twin Tree Management
74
Twin Tree Management
Texas
$4.95M +$1.34M +137,865 +40%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$4.93M +$13.2K +1,355 +0.3%

SONY Hedge Fund Activity: Q2 2018 in Review

365 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2018, worth a combined $5.01B — up 18% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SONY positions and 51 closed out — a net gain of 21 holders — while 110 added to existing stakes and 95 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $324M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $67.7M.

  • 365 institutional investors held Sony (SONY) as of Q2 2018, up from 348 in Q1 2018.
  • Funds reported $5.01B of Sony stock for Q2 2018, up 18% quarter-over-quarter.
  • 72 funds opened new Sony positions in Q2 2018 and 51 closed out, a net change of +21 holders.
  • The largest Sony buyer in Q2 2018 was Aristotle Capital Management, an estimated $324M added.
  • The largest Sony seller in Q2 2018 was Gilder Gagnon Howe & Co, an estimated $67.7M sold.

Based on aggregated 13F filings for Q2 2018.