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232 hedge funds and large institutions have $2.79B invested in Sony in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

42% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $27.6M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$285M)

9% more funds holding

Funds holding: 212232 (+20)

0.28% less ownership

Funds ownership: 33.75%33.47% (-0.28%)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 84

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
6.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
49
Reduced
84
Closed
23
Calls
$39.2M
Puts
$27.6M
Net Calls
+$11.6M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$996K -$578K -90,200 -38%
LOAMU
77
Lombard Odier Asset Management (USA)
New York
$996K +$962K +150,000 New
ACM
78
Aviance Capital Management
Florida
$936K -$46.5K -7,260 -5%
RCM
79
Riverhead Capital Management
Delaware
$930K +$649K +101,280 +262%
EA
80
Euclid Advisors
Connecticut
$920K -$3.06M -477,745 -78%
BIT
81
BlackRock Institutional Trust
California
$905K +$874K +136,320 New
MC
82
Moors & Cabot
Massachusetts
$875K -$3.21K -500 -0.4%
LNWWM
83
Laird Norton Wetherby Wealth Management
California
$865K +$34.9K +5,445 +4%
PM
84
Penbrook Management
New York
$857K
LPL Financial
85
LPL Financial
California
$855K -$81.7K -12,750 -9%
CS
86
Credit Suisse
Switzerland
$849K +$11K +1,720 +1%
ANI
87
American National Insurance
Texas
$840K
GCIA
88
Gabelli & Co Investment Advisers
New York
$830K -$64.1K -10,000 -7%
Millennium Management
89
Millennium Management
New York
$754K +$727K +113,490 New
CSS
90
Cubist Systematic Strategies
Connecticut
$749K +$446K +69,590 +161%
US Bancorp
91
US Bancorp
Minnesota
$727K -$15.9K -2,485 -2%
FA
92
FDx Advisors
Illinois
$698K -$508K -79,260 -43%
BTS
93
BB&T Securities
Virginia
$679K +$204K +31,805 +45%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$671K -$40.5K -6,320 -6%
AIM
95
Anchor Investment Management
South Carolina
$653K -$696K -108,500 -52%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$651K -$36.5K -5,690 -5%
PA
97
Pinnacle Associates
New York
$638K -$62.2K -9,700 -9%
Truist Financial
98
Truist Financial
North Carolina
$612K -$269K -42,035 -31%
BAMCO Inc
99
BAMCO Inc
New York
$598K +$577K +90,000 New
VKH
100
Virtu KCG Holdings
New York
$587K +$566K +88,340 New

SONY Hedge Fund Activity: Q3 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2016, worth a combined $2.79B — up 11% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SONY positions and 23 closed out — a net gain of 23 holders — while 49 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.9M. The largest seller was Primecap Management, cutting an estimated $40.6M.

  • 232 institutional investors held Sony (SONY) as of Q3 2016, up from 212 in Q2 2016.
  • Funds reported $2.79B of Sony stock for Q3 2016, up 11% quarter-over-quarter.
  • 46 funds opened new Sony positions in Q3 2016 and 23 closed out, a net change of +23 holders.
  • The largest Sony buyer in Q3 2016 was Fidelity Investments, an estimated $59.9M added.
  • The largest Sony seller in Q3 2016 was Primecap Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2016.