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222 hedge funds and large institutions have $2.22B invested in Sony in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $52.7M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

6% more funds holding

Funds holding: 210222 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.31B → $2.22B (-$95.8M)

1.7% less ownership

Funds ownership: 37.46%35.76% (-1.7%)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
63
Reduced
85
Closed
27
Calls
$81.3M
Puts
$52.7M
Net Calls
+$28.6M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$644K -$3.92K -740 -0.6%
ANI
102
American National Insurance
Texas
$623K
PM
103
Penbrook Management
New York
$615K -$2.65K -500 -0.4%
DADC
104
D.A. Davidson & Co
Montana
$614K -$89.2K -16,830 -12%
PAI
105
Pittenger & Anderson Inc
Nebraska
$613K
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$605K -$17.4K -3,275 -3%
BUB
107
BBVA USA Bancshares
Texas
$597K -$430K -81,195 -40%
FCI
108
Financial Counselors Inc
Kansas
$554K -$15.8K -2,975 -3%
QIM
109
Quantitative Investment Management
Virginia
$541K -$368K -69,500 -39%
ONB
110
Old National Bancorp
Indiana
$541K +$8.64K +1,630 +2%
US Bancorp
111
US Bancorp
Minnesota
$538K -$290K -54,635 -33%
IB
112
Intrust Bank
Kansas
$538K -$50.2K -9,475 -8%
HighTower Advisors
113
HighTower Advisors
Illinois
$487K +$216K +40,850 +69%
ST
114
Spot Trading
Illinois
$484K +$521K +98,270 New
State Street
115
State Street
Massachusetts
$483K +$520K +98,135 New
CONA
116
Capital One National Association
New York
$479K -$13.1K -2,475 -2%
PSUF
117
People's United Financial
Connecticut
$469K -$239K -45,080 -32%
WSCM
118
Wellington Shields Capital Management
New York
$436K +$147K +27,750 +46%
EARNEST Partners
119
EARNEST Partners
Georgia
$433K -$901 -170 -0.2%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$421K +$129K +24,355 +40%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$416K +$109K +20,580 +32%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$414K -$215K -40,525 -33%
FWIA
123
Fort Washington Investment Advisors
Ohio
$402K +$84.8K +16,000 +24%
OAM
124
Oxford Asset Management
United Kingdom
$372K +$400K +75,520 New
VKH
125
Virtu KCG Holdings
New York
$368K -$58.2K -10,975 -13%

SONY Hedge Fund Activity: Q4 2015 in Review

222 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2015, worth a combined $2.22B — down 4.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SONY positions and 27 closed out — a net gain of 13 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Primecap Management, adding an estimated $14.7M. The largest seller was Jefferies Group, exiting entirely with an estimated $26.1M sold.

  • 222 institutional investors held Sony (SONY) as of Q4 2015, up from 210 in Q3 2015.
  • Funds reported $2.22B of Sony stock for Q4 2015, down 4.1% quarter-over-quarter.
  • 40 funds opened new Sony positions in Q4 2015 and 27 closed out, a net change of +13 holders.
  • The largest Sony buyer in Q4 2015 was Primecap Management, an estimated $14.7M added.
  • The largest Sony seller in Q4 2015 was Jefferies Group, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.