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Sony
SONY

232 hedge funds and large institutions have $2.79B invested in Sony in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

42% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $27.6M

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

11% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$285M)

9% more funds holding

Funds holding: 212 → 232 (+20)

0.28% less ownership

Funds ownership: 33.75% → 33.47% (-0.28%)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 84

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
6.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
49
Reduced
84
Closed
23
Calls
$39.2M
Puts
$27.6M
Net Calls
+$11.6M
Net Calls Change
-$1.68M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$59.9M
2
TCIM
TIAA CREF Investment Management
New York
+$13.7M
3
SEI Investments
SEI Investments
Pennsylvania
+$12.6M
4
SRFM
Shannon River Fund Management
New York
+$10.2M
5
TA
Teachers Advisors
New York
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
-$40.6M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$20M
3
TIM
Thornburg Investment Management
New Mexico
-$19.3M
4
Bank of America
Bank of America
North Carolina
-$17.7M
5
Citigroup
Citigroup
New York
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
101
Fort Washington Investment Advisors
Ohio
$572K – – –
ECM
102
ETrade Capital Management
Virginia
$536K +$178K +27,715 +52%
EARNEST Partners
103
EARNEST Partners
Georgia
$518K -$42.1K -6,575 -8%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$498K -$481K -75,000 -50%
FA
105
Fagan Associates
New York
$495K +$478K +74,500 New
IB
106
Intrust Bank
Kansas
$481K -$9.52K -1,485 -2%
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$480K +$148K +23,135 +47%
PG
108
PEAK6 Group
Illinois
$443K +$428K +66,695 New
VWM
109
Venturi Wealth Management
Texas
$432K – – –
BAM
110
Berkshire Asset Management
Pennsylvania
$426K – – –
BFM
111
Boothbay Fund Management
New York
$424K +$409K +63,870 New
RJFSA
112
Raymond James Financial Services Advisors
Florida
$422K -$77.5K -12,085 -16%
JIP
113
Jaffetilchin Investment Partners
Florida
$420K -$1.89K -295 -0.5%
AIM
114
Allen Investment Management
New York
$417K – – –
Geode Capital Management
115
Geode Capital Management
Massachusetts
$409K – – –
QIM
116
Quantitative Investment Management
Virginia
$405K +$391K +61,000 New
RFC
117
Regions Financial Corp
Alabama
$392K -$164K -25,540 -30%
JG
118
Jefferies Group
New York
$382K +$369K +57,570 New
FCH
119
Freestone Capital Holdings
Washington
$378K -$5.48K -855 -1%
RCM
120
RNC Capital Management
California
$377K – – –
COI
121
Connable Office Inc
Michigan
$371K – – –
FIM
122
Freedom Investment Management
Connecticut
$365K +$25K +3,895 +8%
QT
123
Quantbot Technologies
New York
$364K +$352K +54,920 New
CIM
124
CIM Investment Management
Pennsylvania
$346K +$334K +52,125 New
FAAS
125
First Allied Advisory Services
California
$341K -$3.59K -560 -1%
3 4
5
6 7

SONY Hedge Fund Activity: Q3 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2016, worth a combined $2.79B — up 11% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SONY positions and 23 closed out — a net gain of 23 holders — while 49 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.9M. The largest seller was Primecap Management, cutting an estimated $40.6M.

  • 232 institutional investors held Sony (SONY) as of Q3 2016, up from 212 in Q2 2016.
  • Funds reported $2.79B of Sony stock for Q3 2016, up 11% quarter-over-quarter.
  • 46 funds opened new Sony positions in Q3 2016 and 23 closed out, a net change of +23 holders.
  • The largest Sony buyer in Q3 2016 was Fidelity Investments, an estimated $59.9M added.
  • The largest Sony seller in Q3 2016 was Primecap Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2016.