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381 hedge funds and large institutions have $4.61B invested in Sony in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $86.1M | Put options by funds: $64.6M

0.87% less ownership

Funds ownership: 38.5%37.64% (-0.87%)

9% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 77

3% less funds holding

Funds holding: 393381 (-12)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $5.93B → $4.61B (-$1.32B)

24% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 135

Holders
381
Holders Change
-12
Holders Change %
-3.05%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
70
Increased
103
Reduced
135
Closed
77
Calls
$86.1M
Puts
$64.6M
Net Calls
+$21.5M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
51
Twin Tree Management
Texas
$8.24M +$8.11M +766,205 +882%
HHMI
52
Howard Hughes Medical Institute
Maryland
$7.48M
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31M +$244K +23,095 +3%
SC
54
SouthState Corp
Florida
$7.27M +$2.28M +215,805 +40%
UBS AM
55
UBS AM
Illinois
$7.16M -$89.5K -8,455 -1%
ClearBridge Investments
56
ClearBridge Investments
New York
$7.15M +$1.08M +102,110 +16%
MAM
57
Marketfield Asset Management
New York
$7.01M -$138K -13,055 -2%
DPIM
58
Duff & Phelps Investment Management
Illinois
$6.99M -$131K -12,380 -2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$6.98M -$13.7M -1,298,915 -64%
Citigroup
60
Citigroup
New York
$6.96M -$1.81M -171,425 -19%
Stifel Financial
61
Stifel Financial
Missouri
$6.84M -$454K -42,930 -6%
US Bancorp
62
US Bancorp
Minnesota
$6.84M -$609K -57,510 -8%
RJA
63
Raymond James & Associates
Florida
$6.84M +$145K +13,695 +2%
FCH
64
Freestone Capital Holdings
Washington
$6.2M -$667K -63,050 -9%
Barclays
65
Barclays
United Kingdom
$6.1M -$4.17M -394,345 -38%
MPM
66
Meritage Portfolio Management
Kansas
$6M -$662K -62,570 -9%
Allianz Asset Management
67
Allianz Asset Management
Germany
$5.79M -$2.64M -249,210 -29%
BAAM
68
Baker Avenue Asset Management
California
$5.7M -$154K -14,510 -2%
HJIM
69
Henry James International Management
New York
$5.68M +$536K +50,690 +9%
ARTA
70
A.R.T. Advisors
New York
$5.41M +$5.93M +560,235 New
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$5.23M +$31.7K +2,995 +0.6%
Norges Bank
72
Norges Bank
Norway
$5.2M
MC
73
Maverick Capital
Texas
$5.08M +$5.56M +525,550 New
DCM
74
Delta Capital Management
New Jersey
$4.95M -$56.1K -5,300 -1%
AII
75
AGF Investments Inc
Ontario, Canada
$4.8M +$1.59M +150,000 +43%

SONY Hedge Fund Activity: Q4 2018 in Review

381 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2018, worth a combined $4.61B — down 22% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of SONY and 70 opened new positions — a net loss of 7 holders — while 135 trimmed existing stakes and 103 added.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $56.6M. The largest seller was Primecap Management, cutting an estimated $69.9M.

  • 381 institutional investors held Sony (SONY) as of Q4 2018, down from 393 in Q3 2018.
  • Funds reported $4.61B of Sony stock for Q4 2018, down 22% quarter-over-quarter.
  • 70 funds opened new Sony positions in Q4 2018 and 77 closed out, a net change of -7 holders.
  • The largest Sony buyer in Q4 2018 was Menora Mivtachim Holdings, an estimated $56.6M added.
  • The largest Sony seller in Q4 2018 was Primecap Management, an estimated $69.9M sold.

Based on aggregated 13F filings for Q4 2018.