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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$881K +$805K +150,000 New
TI
77
Trexquant Investment
Connecticut
$878K +$802K +149,500 New
ACM
78
Aviance Capital Management
Florida
$869K +$144K +26,915 +22%
LPL Financial
79
LPL Financial
California
$862K -$819K -152,710 -52%
GCIA
80
Gabelli & Co Investment Advisers
New York
$792K
Two Sigma Advisers
81
Two Sigma Advisers
New York
$790K +$357K +66,500 +98%
Truist Financial
82
Truist Financial
North Carolina
$788K -$295K -55,070 -29%
MC
83
Moors & Cabot
Massachusetts
$775K +$80 +15 +0%
PM
84
Penbrook Management
New York
$757K +$8.05K +1,500 +1%
ANI
85
American National Insurance
Texas
$743K
CS
86
Credit Suisse
Switzerland
$741K -$12.1K -2,250 -2%
LNWWM
87
Laird Norton Wetherby Wealth Management
California
$732K +$51.8K +9,660 +8%
FCI
88
Financial Counselors Inc
Kansas
$658K -$2.68K -500 -0.4%
Barclays
89
Barclays
United Kingdom
$656K -$728K -135,675 -55%
US Bancorp
90
US Bancorp
Minnesota
$656K +$86.7K +16,155 +17%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$630K +$343K +63,965 +148%
PA
92
Pinnacle Associates
New York
$620K +$2.68K +500 +0.5%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$609K -$4.43K -825 -0.8%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$551K +$91.3K +17,025 +22%
Two Sigma Investments
95
Two Sigma Investments
New York
$532K +$487K +90,705 New
FWIA
96
Fort Washington Investment Advisors
Ohio
$506K -$21.5K -4,000 -4%
EARNEST Partners
97
EARNEST Partners
Georgia
$496K -$13.9K -2,600 -3%
RFC
98
Regions Financial Corp
Alabama
$496K +$12.7K +2,365 +3%
SC
99
Scotia Capital
Ontario, Canada
$493K -$4.18M -779,075 -90%
OMC
100
Old Mission Capital
Illinois
$474K +$433K +80,730 New

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.