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228 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0.45% less ownership

Funds ownership: 33.47%33.02% (-0.45%)

2% less funds holding

Funds holding: 232228 (-4)

14% less call options, than puts

Call options by funds: $32M | Put options by funds: $37.2M

16% less capital invested

Capital invested by funds: $2.79B → $2.34B (-$446M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
41
Increased
53
Reduced
80
Closed
41
Calls
$32M
Puts
$37.2M
Net Calls
-$5.19M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$582K +$17K +2,790 +3%
FA
102
FDx Advisors
Illinois
$573K -$17.4K -2,870 -3%
LCM
103
Lee Capital Management
New York
$561K +$608K +100,000 New
Wolverine Trading
104
Wolverine Trading
Illinois
$561K +$608K +100,100 New
AIM
105
Anchor Investment Management
South Carolina
$531K -$21.3K -3,500 -4%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$513K -$39.3K -6,475 -7%
ECM
107
ETrade Capital Management
Virginia
$510K +$62.1K +10,220 +13%
TH
108
Timber Hill
Connecticut
$508K +$550K +90,565 New
MCIM
109
Meadow Creek Investment Management
Georgia
$501K +$543K +89,440 New
FWIA
110
Fort Washington Investment Advisors
Ohio
$489K +$6.08K +1,000 +1%
Millennium Management
111
Millennium Management
New York
$449K -$202K -33,310 -29%
Truist Financial
112
Truist Financial
North Carolina
$437K -$86K -14,160 -15%
EARNEST Partners
113
EARNEST Partners
Georgia
$429K -$8.63K -1,420 -2%
JIP
114
Jaffetilchin Investment Partners
Florida
$411K +$61.8K +10,175 +16%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$411K +$243K +39,930 +119%
IB
116
Intrust Bank
Kansas
$404K -$1.79K -295 -0.4%
FA
117
Fagan Associates
New York
$401K -$18.2K -3,000 -4%
FIM
118
Freedom Investment Management
Connecticut
$365K +$61.6K +10,135 +18%
VWM
119
Venturi Wealth Management
Texas
$364K
BAM
120
Berkshire Asset Management
Pennsylvania
$360K
CAM
121
Congress Asset Management
Massachusetts
$357K +$387K +63,750 New
AIM
122
Allen Investment Management
New York
$352K
RFC
123
Regions Financial Corp
Alabama
$347K +$17.8K +2,935 +5%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$338K -$72.3K -11,900 -16%
FCH
125
Freestone Capital Holdings
Washington
$335K +$17.5K +2,885 +5%

SONY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 16% from $2.79B a quarter earlier.

Fund positioning in SONY was balanced in Q4 2016: 41 funds opened new positions, 41 closed out, 53 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.

  • 228 institutional investors held Sony (SONY) as of Q4 2016, down from 232 in Q3 2016.
  • Funds reported $2.34B of Sony stock for Q4 2016, down 16% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of 0 holders.
  • The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
  • The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2016.