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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$458K -$170K -31,650 -29%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$444K -$7.78K -1,450 -2%
Parallax Volatility Advisers
103
Parallax Volatility Advisers
California
$438K +$400K +74,585 New
IB
104
Intrust Bank
Kansas
$434K -$30.3K -5,645 -7%
RhumbLine Advisers
105
RhumbLine Advisers
Massachusetts
$431K +$3.35K +625 +0.9%
Voloridge Investment Management
106
Voloridge Investment Management
Florida
$421K +$385K +71,800 New
BTS
107
BB&T Securities
Virginia
$414K -$72.8K -13,570 -16%
Creative Planning
108
Creative Planning
Kansas
$400K +$10.8K +2,010 +3%
ONB
109
Old National Bancorp
Indiana
$393K -$126K -23,510 -26%
VWM
110
Venturi Wealth Management
Texas
$382K
BAM
111
Berkshire Asset Management
Pennsylvania
$377K +$344K +64,200 New
JIP
112
Jaffetilchin Investment Partners
Florida
$373K +$124K +23,035 +57%
Twin Tree Management
113
Twin Tree Management
Texas
$372K -$857K -159,705 -72%
Jane Street
114
Jane Street
New York
$370K +$96.2K +17,935 +40%
AIM
115
Allen Investment Management
New York
$368K +$336K +62,710 New
Geode Capital Management
116
Geode Capital Management
Massachusetts
$361K -$1.77K -330 -0.5%
FCH
117
Freestone Capital Holdings
Washington
$339K -$6.46K -1,205 -2%
CONA
118
Capital One National Association
New York
$336K -$151K -28,070 -33%
RCM
119
RNC Capital Management
California
$333K +$305K +56,770 New
COI
120
Connable Office Inc
Michigan
$328K +$17K +3,175 +6%
JMPWA
121
JP Morgan Private Wealth Advisors
California
$325K +$297K +55,445 New
OC
122
Oppenheimer & Co
New York
$320K -$60.6K -11,290 -17%
Alkeon Capital Management
123
Alkeon Capital Management
New York
$318K
ECM
124
ETrade Capital Management
Virginia
$311K +$27.2K +5,070 +11%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$311K +$285K +53,050 New

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.