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348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
World Asset Management
Michigan
$2.44M -$1.04M -105,455 -30%
NA
102
Navellier & Associates
Nevada
$2.41M +$1.13M +114,925 +86%
AII
103
AGF Investments Inc
Ontario, Canada
$2.36M
NMC
104
Nine Masts Capital
Hong Kong
$2.29M +$2.34M +237,390 New
CSS
105
Cubist Systematic Strategies
Connecticut
$2.28M +$1.43M +144,830 +159%
EMG
106
ETF Managers Group
New Jersey
$2.12M +$596K +60,455 +38%
MIP
107
Marietta Investment Partners
Wisconsin
$2.06M +$30K +3,050 +1%
BAMCO Inc
108
BAMCO Inc
New York
$2.05M -$714K -72,500 -25%
Wolverine Trading
109
Wolverine Trading
Illinois
$1.98M -$2.49M -252,265 -55%
CSA
110
Cottage Street Advisors
Massachusetts
$1.87M +$261K +26,500 +16%
LPL Financial
111
LPL Financial
California
$1.87M +$366K +37,165 +24%
FCM
112
Flinton Capital Management
Pennsylvania
$1.84M
CI
113
Cavalier Investments
Georgia
$1.82M +$946K +96,000 +104%
GC
114
Gratry & Company
Ohio
$1.78M -$542K -55,060 -23%
HDIM
115
Hanson & Doremus Investment Management
Vermont
$1.77M -$23.1K -2,350 -1%
CAM
116
Columbia Asset Management
Michigan
$1.71M -$17.2K -1,750 -1%
BC
117
Brinker Capital
Pennsylvania
$1.65M -$746K -75,775 -31%
AG
118
Advisor Group
Arizona
$1.64M +$599K +60,840 +56%
ACA
119
Atlas Capital Advisors
Wyoming
$1.6M +$1.63M +165,885 New
RFC
120
Regions Financial Corp
Alabama
$1.57M -$251K -25,495 -14%
TAM
121
Tyers Asset Management
Texas
$1.51M
SFM
122
Systematic Financial Management
New Jersey
$1.5M -$1.97K -200 -0.1%
MIH
123
Meitav Investment House
Israel
$1.5M +$49.3K +5,000 +3%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$1.49M -$6.28M -637,045 -81%
STA
125
Summit Trail Advisors
New York
$1.45M +$1.41M +142,975 +1,217%

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.