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356 hedge funds and large institutions have $4.17B invested in Sony in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 135 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $132M | Put options by funds: $67.8M

1.23% more ownership

Funds ownership: 37.64%38.87% (+1.2%)

7% less funds holding

Funds holding: 381356 (-25)

10% less capital invested

Capital invested by funds: $4.61B → $4.17B (-$444M)

24% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 135

32% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 66

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

Holders
356
Holders Change
-25
Holders Change %
-6.56%
% of All Funds
7.7%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
45
Increased
102
Reduced
135
Closed
66
Calls
$132M
Puts
$67.8M
Net Calls
+$64.5M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
CSA
101
Cottage Street Advisors
Massachusetts
$1.93M -$74.9K -8,000 -3%
SCG
102
Saban Capital Group
California
$1.88M
SF
103
Synovus Financial
Georgia
$1.67M +$84.7K +9,050 +5%
LPL Financial
104
LPL Financial
California
$1.64M +$151K +16,175 +9%
MIH
105
Meitav Investment House
Israel
$1.56M +$159K +16,995 +10%
CAM
106
Columbia Asset Management
Michigan
$1.52M
MIM
107
Martin Investment Management
Florida
$1.5M +$1.66M +176,925 New
HI
108
HBK Investments
Texas
$1.46M -$3.03M -323,475 -65%
AG
109
Advisor Group
Arizona
$1.44M -$128K -13,620 -7%
SG Americas Securities
110
SG Americas Securities
New York
$1.43M +$1.59M +169,685 New
EMG
111
ETF Managers Group
New Jersey
$1.4M -$139K -14,840 -8%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$647K +69,065 +3,935%
Calamos Advisors
113
Calamos Advisors
Illinois
$1.36M
PGAM
114
Princeton Global Asset Management
New Jersey
$1.34M +$94.3K +10,075 +7%
HDIM
115
Hanson & Doremus Investment Management
Vermont
$1.33M -$57.8K -6,170 -4%
MIP
116
Marietta Investment Partners
Wisconsin
$1.32M -$394K -42,140 -21%
CS
117
Candriam SCA
Luxembourg
$1.31M +$749 +80 +107%
LBD
118
Landsberg Bennett & Dubbaneh
Florida
$1.25M +$683K +72,935 +98%
LNWWM
119
Laird Norton Wetherby Wealth Management
California
$1.23M -$32.9K -3,515 -2%
OC
120
Oppenheimer & Co
New York
$1.2M -$534K -57,040 -29%
ACM
121
Aviance Capital Management
Florida
$1.19M +$136K +14,545 +11%
Point72 Asset Management
122
Point72 Asset Management
Connecticut
$1.16M -$14.1M -1,504,085 -92%
LWM
123
Lenox Wealth Management
Ohio
$1.11M +$22.5K +2,400 +2%
Canada Pension Plan Investment Board
124
Canada Pension Plan Investment Board
Ontario, Canada
$1.08M
Natixis Advisors
125
Natixis Advisors
Massachusetts
$1.06M -$250K -26,720 -18%

SONY Hedge Fund Activity: Q1 2019 in Review

356 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2019, worth a combined $4.17B — down 9.6% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SONY and 45 opened new positions — a net loss of 21 holders — while 135 trimmed existing stakes and 102 added.

The largest buyer was Third Point, opening a new position worth an estimated $70.2M. The largest seller was Minneapolis Portfolio Management Group, cutting an estimated $30.8M.

  • 356 institutional investors held Sony (SONY) as of Q1 2019, down from 381 in Q4 2018.
  • Funds reported $4.17B of Sony stock for Q1 2019, down 9.6% quarter-over-quarter.
  • 45 funds opened new Sony positions in Q1 2019 and 66 closed out, a net change of -21 holders.
  • The largest Sony buyer in Q1 2019 was Third Point, an estimated $70.2M added.
  • The largest Sony seller in Q1 2019 was Minneapolis Portfolio Management Group, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2019.