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348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
76
Kornitzer Capital Management
Kansas
$4.27M +$585K +59,375 +16%
FPF
77
FNY Partners Fund
New York
$4.23M +$4.31M +437,500 New
CGH
78
Crossmark Global Holdings
Texas
$4.12M -$737K -74,860 -15%
BCM
79
Bourgeon Capital Management
Connecticut
$4.08M +$34.5K +3,500 +0.8%
PCM
80
Prelude Capital Management
New York
$4M -$1.12M -113,700 -22%
CI
81
Clal Insurance
Israel
$3.99M
AIA
82
Avalon Investment & Advisory
Texas
$3.87M +$759K +77,090 +24%
SB
83
Suntrust Banks
Georgia
$3.86M -$6.95K -705 -0.2%
Capital Fund Management (CFM)
84
Capital Fund Management (CFM)
France
$3.76M +$477K +48,375 +14%
Voloridge Investment Management
85
Voloridge Investment Management
Florida
$3.7M -$3.09M -313,665 -45%
Comerica Bank
86
Comerica Bank
Texas
$3.45M +$8.23K +835 +0.2%
HI
87
HBK Investments
Texas
$3.42M -$3.34M -339,225 -49%
Twin Tree Management
88
Twin Tree Management
Texas
$3.33M +$3.4M +344,945 New
QIM
89
Quantitative Investment Management
Virginia
$3.27M +$44.3K +4,500 +1%
EGA
90
Eagle Global Advisors
Texas
$3.21M +$3.28M +332,475 New
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$3.19M +$3.25M +330,350 New
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$3.19M +$3.25M +329,580 New
Creative Planning
93
Creative Planning
Kansas
$2.86M +$248K +25,215 +9%
BFM
94
Boothbay Fund Management
New York
$2.69M -$470K -47,755 -15%
ARTA
95
A.R.T. Advisors
New York
$2.67M -$192K -19,500 -7%
MWNA
96
Marshall Wace North America
New York
$2.59M +$239K +24,275 +10%
AS
97
Altshuler Shaham
Israel
$2.58M +$2.62M +266,370 New
OMC
98
Old Mission Capital
Illinois
$2.57M +$2.62M +265,975 New
Kayne Anderson Rudnick Investment Management
99
Kayne Anderson Rudnick Investment Management
California
$2.53M -$140K -14,220 -5%
CSM
100
CAMG Solamere Management
North Carolina
$2.49M +$82.4K +8,360 +3%

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.