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228 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0.45% less ownership

Funds ownership: 33.47%33.02% (-0.45%)

2% less funds holding

Funds holding: 232228 (-4)

14% less call options, than puts

Call options by funds: $32M | Put options by funds: $37.2M

16% less capital invested

Capital invested by funds: $2.79B → $2.34B (-$446M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
41
Increased
53
Reduced
80
Closed
41
Calls
$32M
Puts
$37.2M
Net Calls
-$5.19M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.14M +$1.24M +203,560 New
BBCM
77
Boardman Bay Capital Management
New York
$1.12M +$1.22M +200,000 New
Fiera Capital (Canada)
78
Fiera Capital (Canada)
Quebec, Canada
$1.11M -$5.53K -910 -0.5%
FCM
79
Flinton Capital Management
Pennsylvania
$1.07M +$1.15M +190,060 New
SCM
80
SOL Capital Management
Maryland
$1.01M
ARTA
81
A.R.T. Advisors
New York
$941K +$1.02M +168,000 New
TAM
82
Tyers Asset Management
Texas
$878K +$951K +156,520 New
CAM
83
Columbia Asset Management
Michigan
$849K -$4.56K -750 -0.5%
RCM
84
Riverhead Capital Management
Delaware
$785K
CSS
85
Cubist Systematic Strategies
Connecticut
$759K +$138K +22,760 +20%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$729K -$177K -29,175 -19%
MC
87
Moors & Cabot
Massachusetts
$728K -$7.5K -1,235 -0.9%
ANI
88
American National Insurance
Texas
$709K
GCIA
89
Gabelli & Co Investment Advisers
New York
$701K
ACM
90
Advent Capital Management
New York
$701K +$760K +125,000 New
NA
91
Neuburgh Advisers
California
$689K +$747K +122,980 New
BTS
92
BB&T Securities
Virginia
$679K
LNWWM
93
Laird Norton Wetherby Wealth Management
California
$668K -$67K -11,025 -8%
HI
94
HBK Investments
Texas
$665K -$2.97M -489,330 -80%
PA
95
Pinnacle Associates
New York
$654K +$125K +20,635 +21%
LPL Financial
96
LPL Financial
California
$646K -$99.6K -16,385 -13%
AG
97
Advisor Group
Arizona
$620K -$642K -105,645 -49%
M&T Bank
98
M&T Bank
New York
$614K -$390K -64,135 -37%
US Bancorp
99
US Bancorp
Minnesota
$596K -$18.6K -3,055 -3%
SCM
100
Stevens Capital Management
Pennsylvania
$594K +$644K +105,950 New

SONY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 16% from $2.79B a quarter earlier.

Fund positioning in SONY was balanced in Q4 2016: 41 funds opened new positions, 41 closed out, 53 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.

  • 228 institutional investors held Sony (SONY) as of Q4 2016, down from 232 in Q3 2016.
  • Funds reported $2.34B of Sony stock for Q4 2016, down 16% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of 0 holders.
  • The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
  • The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2016.