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234 hedge funds and large institutions have $2.94B invested in Sony in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $2.34B → $2.94B (+$598M)

18% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $19.6M

3% more funds holding

Funds holding: 228234 (+6)

1.45% more ownership

Funds ownership: 33.02%34.47% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
71
Reduced
67
Closed
32
Calls
$23.1M
Puts
$19.6M
Net Calls
+$3.53M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$1.47M -$1.81K -290 -0.1%
ARTA
77
A.R.T. Advisors
New York
$1.43M +$277K +44,500 +26%
HDIM
78
Hanson & Doremus Investment Management
Vermont
$1.32M -$118K -18,910 -9%
FCM
79
Flinton Capital Management
Pennsylvania
$1.28M
HSBC Holdings
80
HSBC Holdings
United Kingdom
$1.25M -$691K -110,885 -37%
SCM
81
SOL Capital Management
Maryland
$1.2M -$14.6K -2,335 -1%
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.1M +$1.02M +163,500 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$1.09M +$229K +36,740 +29%
TAM
84
Tyers Asset Management
Texas
$1.06M
WPW
85
Waldron Private Wealth
Pennsylvania
$1.05M +$973K +156,190 New
CAM
86
Columbia Asset Management
Michigan
$1.02M
LCM
87
Lee Capital Management
New York
$1.01M +$312K +50,000 +50%
RCM
88
Riverhead Capital Management
Delaware
$944K
FPF
89
FNY Partners Fund
New York
$944K +$873K +140,000 New
PG
90
PEAK6 Group
Illinois
$885K +$817K +131,130 New
MC
91
Moors & Cabot
Massachusetts
$881K +$935 +150 +0.1%
ANI
92
American National Insurance
Texas
$853K
GCIA
93
Gabelli & Co Investment Advisers
New York
$843K
NA
94
Neuburgh Advisers
California
$830K
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$817K +$12.9K +2,075 +2%
AG
96
Advisor Group
Arizona
$789K +$37.6K +6,040 +5%
DCM
97
Dynamic Capital Management
Jersey
$766K -$1.52M -243,335 -68%
LPL Financial
98
LPL Financial
California
$727K -$25K -4,010 -4%
PA
99
Pinnacle Associates
New York
$722K -$59.7K -9,575 -8%
Two Sigma Investments
100
Two Sigma Investments
New York
$691K +$638K +102,410 New

SONY Hedge Fund Activity: Q1 2017 in Review

234 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2017, worth a combined $2.94B — up 26% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $66.1M. The largest seller was Nine Masts Capital, cutting an estimated $22.1M.

  • 234 institutional investors held Sony (SONY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.94B of Sony stock for Q1 2017, up 26% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q1 2017 was Arrowstreet Capital, an estimated $66.1M added.
  • The largest Sony seller in Q1 2017 was Nine Masts Capital, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.