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174 hedge funds and large institutions have $1.35B invested in Sony in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.44% more ownership

Funds ownership: 33.89%38.34% (+4.4%)

0% more capital invested

Capital invested by funds: $1.35B → $1.35B (+$1.49M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 176174 (-2)

45% less call options, than puts

Call options by funds: $73.9M | Put options by funds: $134M

Holders
174
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
68
Reduced
44
Closed
27
Calls
$73.9M
Puts
$134M
Net Calls
-$60M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
101
First National Trust
Pennsylvania
$362K +$373K +107,910 New
OC
102
Oppenheimer & Co
New York
$361K -$44.7K -12,925 -11%
AAM
103
Advisors Asset Management
Colorado
$342K +$76.4K +22,095 +28%
GA
104
GFS Advisors
Texas
$335K
JMPWA
105
JP Morgan Private Wealth Advisors
California
$331K +$119K +34,335 +53%
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$329K -$12K -3,475 -3%
AllianceBernstein
107
AllianceBernstein
Tennessee
$309K -$17.3K -5,015 -5%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$303K +$4.82K +1,395 +2%
OA
109
OFI Advisors
Pennsylvania
$301K +$5.18K +1,500 +2%
TCB
110
Texas Capital Bancshares
Texas
$299K -$30.6K -8,850 -9%
EARNEST Partners
111
EARNEST Partners
Georgia
$294K +$5.2K +1,505 +2%
RJA
112
Raymond James & Associates
Florida
$286K +$294K +85,210 New
Natixis Advisors
113
Natixis Advisors
Massachusetts
$284K -$42.2K -12,225 -13%
HighTower Advisors
114
HighTower Advisors
Illinois
$266K +$49.9K +14,445 +22%
GCIA
115
Gabelli & Co Investment Advisers
New York
$252K +$259K +75,000 New
WSTAM
116
Wilbanks Smith & Thomas Asset Management
Virginia
$251K +$7.69K +2,225 +3%
Geode Capital Management
117
Geode Capital Management
Massachusetts
$247K -$20.9K -6,050 -8%
RhumbLine Advisers
118
RhumbLine Advisers
Massachusetts
$231K
Stifel Financial
119
Stifel Financial
Missouri
$186K -$95.8K -27,710 -33%
IG
120
ING Group
Netherlands
$173K -$323K -93,500 -64%
SI
121
Stephens Inc
Arkansas
$172K -$5.18K -1,500 -3%
Creative Planning
122
Creative Planning
Kansas
$171K -$60.2K -17,415 -25%
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$169K +$812 +235 +0.5%
CAM
124
Cacti Asset Management
Georgia
$168K
OL
125
Orbitronix LP
California
$168K +$173K +50,000 New

SONY Hedge Fund Activity: Q2 2014 in Review

174 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2014, worth a combined $1.35B — up 0.11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SONY and 25 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 68 added.

The largest buyer was Primecap Management, adding an estimated $44.6M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $23.9M sold.

  • 174 institutional investors held Sony (SONY) as of Q2 2014, down from 176 in Q1 2014.
  • Funds reported $1.35B of Sony stock for Q2 2014, up 0.11% quarter-over-quarter.
  • 25 funds opened new Sony positions in Q2 2014 and 27 closed out, a net change of -2 holders.
  • The largest Sony buyer in Q2 2014 was Primecap Management, an estimated $44.6M added.
  • The largest Sony seller in Q2 2014 was York Capital Management Global Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2014.