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155 hedge funds and large institutions have $1.19B invested in Sony in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$154M)

3% more ownership

Funds ownership: 24.17%27.17% (+3%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

1% less funds holding

Funds holding: 157155 (-2)

62% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $124M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
155
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
44
Reduced
47
Closed
31
Calls
$46.7M
Puts
$124M
Net Calls
-$77.2M
Net Calls Change
+$582K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Catapult Capital Management
New York
$650K +$493K +116,275 +335%
VKH
77
Virtu KCG Holdings
New York
$618K +$609K +143,695 New
ANI
78
American National Insurance
Texas
$603K
WAM
79
Wolverine Asset Management
Illinois
$535K -$884K -208,525 -63%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$535K +$178K +41,920 +51%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$531K +$522K +123,235 New
First Trust Advisors
82
First Trust Advisors
Illinois
$522K -$23.3K -5,490 -4%
Twin Tree Management
83
Twin Tree Management
Texas
$501K -$704K -166,240 -59%
UCFA
84
United Capital Financial Advisors
Texas
$467K +$169K +40,000 +58%
WC
85
Wexford Capital
Florida
$452K +$445K +105,000 New
NA
86
Navellier & Associates
Nevada
$449K +$184K +43,520 +72%
CAM
87
Cacti Asset Management
Georgia
$430K -$212K -50,000 -33%
GA
88
GFS Advisors
Texas
$430K
Nomura Holdings
89
Nomura Holdings
Japan
$411K -$2.48M -584,520 -86%
GT
90
Glenmede Trust
Pennsylvania
$405K +$82.6K +19,500 +26%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$401K +$395K +93,200 New
IG
92
ING Group
Netherlands
$394K
LNWWM
93
Laird Norton Wetherby Wealth Management
California
$349K +$20.2K +4,770 +6%
SG Americas Securities
94
SG Americas Securities
New York
$346K +$341K +80,480 New
PGIM
95
Pacific Global Investment Management
California
$344K +$82.5K +19,475 +32%
RJA
96
Raymond James & Associates
Florida
$333K -$395K -93,315 -55%
OC
97
Oppenheimer & Co
New York
$315K -$221K -52,055 -42%
OA
98
OFI Advisors
Pennsylvania
$301K -$23.1K -5,450 -7%
SGAM
99
Smith Group Asset Management
Texas
$285K -$42.7K -10,075 -13%
Creative Planning
100
Creative Planning
Kansas
$281K -$8.47K -2,000 -3%

SONY Hedge Fund Activity: Q3 2013 in Review

155 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2013, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SONY positions and 31 closed out — a net gain of 1 holder — while 44 added to existing stakes and 47 trimmed.

The largest buyer was Primecap Management, adding an estimated $115M. The largest seller was York Capital Management Global Advisors, cutting an estimated $45.9M.

  • 155 institutional investors held Sony (SONY) as of Q3 2013, down from 157 in Q2 2013.
  • Funds reported $1.19B of Sony stock for Q3 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Sony positions in Q3 2013 and 31 closed out, a net change of +1 holder.
  • The largest Sony buyer in Q3 2013 was Primecap Management, an estimated $115M added.
  • The largest Sony seller in Q3 2013 was York Capital Management Global Advisors, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2013.