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384 hedge funds and large institutions have $5.7B invested in Sony in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 108 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

61% more call options, than puts

Call options by funds: $144M | Put options by funds: $89.4M

53% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 58

37% more capital invested

Capital invested by funds: $4.17B → $5.7B (+$1.52B)

8% more funds holding

Funds holding: 356384 (+28)

3.93% more ownership

Funds ownership: 38.87%42.79% (+3.9%)

6% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 115

Holders
384
Holders Change
+28
Holders Change %
+7.87%
% of All Funds
8.34%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.39%
New
89
Increased
108
Reduced
115
Closed
58
Calls
$144M
Puts
$89.4M
Net Calls
+$54.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Bourgeon Capital Management
Connecticut
$5.7M -$148K -15,125 -3%
Norges Bank
77
Norges Bank
Norway
$5.64M
AC
78
Asturias Capital
New York
$5.42M +$5.08M +517,500 New
MC
79
Maverick Capital
Texas
$5.37M -$575K -58,550 -10%
CSM
80
CAMG Solamere Management
North Carolina
$5.33M +$159K +16,225 +3%
DCM
81
Delta Capital Management
New Jersey
$5.26M -$51.5K -5,250 -1%
AI
82
Atom Investors
Texas
$5.24M +$4.91M +500,000 New
MIM
83
Martin Investment Management
Florida
$5.03M +$2.98M +303,275 +171%
MCP
84
Moab Capital Partners
New York
$4.89M +$4.58M +466,855 New
BAAM
85
Baker Avenue Asset Management
California
$4.79M -$237K -24,125 -5%
JAM
86
Jolley Asset Management
North Carolina
$4.79M +$4.48M +456,630 New
First Trust Advisors
87
First Trust Advisors
Illinois
$4.68M -$242K -24,635 -5%
RJA
88
Raymond James & Associates
Florida
$4.66M -$1.54M -156,480 -26%
SC
89
Scotia Capital
Ontario, Canada
$4.65M +$1.04M +106,320 +32%
1832 Asset Management
90
1832 Asset Management
Ontario, Canada
$4.62M -$1.08M -110,390 -20%
ATIA
91
American Trust Investment Advisors
New Hampshire
$4.6M +$20.2K +2,055 +0.5%
AS
92
Altshuler Shaham
Israel
$4.41M -$361K -36,790 -8%
HCMT
93
Highland Capital Management (Tennessee)
Tennessee
$4.16M -$891K -90,725 -19%
CRA
94
Circle Road Advisors
New York
$4.1M +$3.84M +391,520 New
Comerica Bank
95
Comerica Bank
Texas
$3.79M -$36.1K -3,675 -1%
GPC
96
Glacier Peak Capital
Washington
$3.73M +$3.49M +355,500 New
IPW
97
Inlet Private Wealth
Florida
$3.67M +$3.23M +329,500 New
CM
98
Caption Management
Oklahoma
$3.58M +$3.35M +341,500 New
CGH
99
Crossmark Global Holdings
Texas
$3.45M -$226K -23,025 -7%
Truist Financial
100
Truist Financial
North Carolina
$3.4M +$22.7K +2,315 +0.7%

SONY Hedge Fund Activity: Q2 2019 in Review

384 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2019, worth a combined $5.7B — up 37% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SONY positions and 58 closed out — a net gain of 31 holders — while 108 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Primecap Management, cutting an estimated $46.7M.

  • 384 institutional investors held Sony (SONY) as of Q2 2019, up from 356 in Q1 2019.
  • Funds reported $5.7B of Sony stock for Q2 2019, up 37% quarter-over-quarter.
  • 89 funds opened new Sony positions in Q2 2019 and 58 closed out, a net change of +31 holders.
  • The largest Sony buyer in Q2 2019 was BlackRock, an estimated $155M added.
  • The largest Sony seller in Q2 2019 was Primecap Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2019.