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336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Gratry & Company
Ohio
$2.15M -$183K -21,300 -8%
JG
102
Jefferies Group
New York
$1.89M +$1.24M +144,120 +219%
MIP
103
Marietta Investment Partners
Wisconsin
$1.89M +$1.8M +209,725 New
FCM
104
Flinton Capital Management
Pennsylvania
$1.71M
RFC
105
Regions Financial Corp
Alabama
$1.69M +$177K +20,635 +12%
HDIM
106
Hanson & Doremus Investment Management
Vermont
$1.67M -$29.3K -3,415 -2%
CAM
107
Columbia Asset Management
Michigan
$1.6M +$76.2K +8,875 +5%
BCM
108
Bayesian Capital Management
New York
$1.51M +$1.19M +138,035 +458%
CSA
109
Cottage Street Advisors
Massachusetts
$1.51M +$148K +17,250 +11%
EMG
110
ETF Managers Group
New Jersey
$1.46M +$316K +36,775 +30%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$1.46M +$1.27M +147,540 +975%
MCM
112
McKinley Capital Management
Alaska
$1.42M -$8.55K -995 -0.6%
TAM
113
Tyers Asset Management
Texas
$1.41M
LPL Financial
114
LPL Financial
California
$1.41M +$170K +19,825 +15%
SFM
115
Systematic Financial Management
New Jersey
$1.4M -$81.3K -9,470 -6%
MIH
116
Meitav Investment House
Israel
$1.36M +$1.29M +150,000 New
RCM
117
Riverhead Capital Management
Delaware
$1.26M
LNWWM
118
Laird Norton Wetherby Wealth Management
California
$1.25M +$14.5K +1,690 +1%
CG
119
Caprock Group
Idaho
$1.21M +$57.2K +6,660 +6%
Mirae Asset Global Investments
120
Mirae Asset Global Investments
South Korea
$1.2M +$298K +34,745 +35%
NA
121
Navellier & Associates
Nevada
$1.2M +$1.15M +133,955 New
SCM
122
SOL Capital Management
Maryland
$1.15M -$241K -28,000 -18%
MC
123
Moors & Cabot
Massachusetts
$1.14M -$21.4K -2,495 -2%
ANI
124
American National Insurance
Texas
$1.14M
PM
125
Penbrook Management
New York
$1.11M +$1.07M +124,000 New

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.