We are live on ! Find out more

336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Suntrust Banks
Georgia
$3.6M -$421K -49,040 -11%
ZDA
77
Zweig-DiMenna Associates
New York
$3.49M
KCM
78
Kornitzer Capital Management
Kansas
$3.44M +$3.29M +382,750 New
Comerica Bank
79
Comerica Bank
Texas
$3.4M -$91.4K -10,640 -3%
WAM
80
World Asset Management
Michigan
$3.21M -$120K -13,935 -4%
Capital Fund Management (CFM)
81
Capital Fund Management (CFM)
France
$3.06M +$1.33M +155,085 +83%
PAA
82
Peregrine Asset Advisers
Oregon
$3.02M +$2.89M +336,500 New
DCM
83
Dynamic Capital Management
Jersey
$3.01M +$2.88M +334,980 New
QIM
84
Quantitative Investment Management
Virginia
$3M -$245K -28,500 -8%
RFS
85
Rockefeller Financial Services
New York
$2.93M +$1.51M +176,285 +117%
BFM
86
Boothbay Fund Management
New York
$2.93M -$145K -16,850 -5%
AIA
87
Avalon Investment & Advisory
Texas
$2.9M +$178K +20,735 +7%
MA
88
MYDA Advisors
New York
$2.83M +$2.7M +314,500 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$2.66M +$1.2M +139,870 +90%
ARTA
90
A.R.T. Advisors
New York
$2.65M +$2.54M +295,275 New
FIM
91
Freedom Investment Management
Connecticut
$2.63M +$1.24M +144,810 +98%
BAMCO Inc
92
BAMCO Inc
New York
$2.56M
Kayne Anderson Rudnick Investment Management
93
Kayne Anderson Rudnick Investment Management
California
$2.48M +$475K +55,355 +25%
GCA
94
Greenwood Capital Associates
South Carolina
$2.47M +$2.36M +274,415 New
Creative Planning
95
Creative Planning
Kansas
$2.44M +$366K +42,595 +19%
DTL
96
Dynamic Technology Lab
Singapore
$2.32M +$991K +115,390 +81%
CSM
97
CAMG Solamere Management
North Carolina
$2.25M +$2.15M +249,945 New
BC
98
Brinker Capital
Pennsylvania
$2.22M +$98.6K +11,485 +5%
AII
99
AGF Investments Inc
Ontario, Canada
$2.2M
MWNA
100
Marshall Wace North America
New York
$2.19M +$2.09M +243,845 New

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.