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155 hedge funds and large institutions have $1.19B invested in Sony in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$154M)

3% more ownership

Funds ownership: 24.17%27.17% (+3%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

1% less funds holding

Funds holding: 157155 (-2)

62% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $124M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
155
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
44
Reduced
47
Closed
31
Calls
$46.7M
Puts
$124M
Net Calls
-$77.2M
Net Calls Change
+$582K
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
126
Walleye Trading
New York
$40K +$39.3K +9,285 New
AIG
127
American International Group
New York
$33.4K +$5.3K +1,250 +19%
NES
128
New England Securities
New York
$26K
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$18K +$7.25K +1,710 +71%
First Eagle Investment Management
130
First Eagle Investment Management
New York
$17K
EFSCE
131
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$16K +$21 +5 +0.1%
H
133
Hexavest
Quebec, Canada
$15K
Nordea Investment Management
134
Nordea Investment Management
Sweden
$14K
CAW
135
Cornerstone Advisors (Washington)
Washington
$12K
LIA
136
LS Investment Advisors
Michigan
$11K
FHA
137
First Horizon Advisors
Tennessee
$5K -$466 -110 -9%
FBC
138
Fairfield, Bush & Co
Connecticut
$5K
DAM
139
Delta Asset Management
Tennessee
$5K +$530 +125 +13%
MMH
140
Menora Mivtachim Holdings
Israel
$4K
WT
141
Whittier Trust
California
$4K
EWM
142
Evercore Wealth Management
New York
$4K +$4.13K +975 New
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$3K -$3.45K -815 -51%
FNBT
144
FineMark National Bank & Trust
Florida
$3K
SNT
145
Security National Trust
West Virginia
$3K
LWA
146
Lenox Wealth Advisors
New York
$3K +$3.18K +750 New
TRCT
147
Tower Research Capital (TRC)
New York
$2K -$14.2K -3,355 -87%
AA
148
Apriem Advisors
California
$2K
ACM
149
Aviance Capital Management
Florida
$1K -$125K -29,450 -99%
M&T Bank
150
M&T Bank
New York
$1K

SONY Hedge Fund Activity: Q3 2013 in Review

155 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2013, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SONY positions and 31 closed out — a net gain of 1 holder — while 44 added to existing stakes and 47 trimmed.

The largest buyer was Primecap Management, adding an estimated $115M. The largest seller was York Capital Management Global Advisors, cutting an estimated $45.9M.

  • 155 institutional investors held Sony (SONY) as of Q3 2013, down from 157 in Q2 2013.
  • Funds reported $1.19B of Sony stock for Q3 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Sony positions in Q3 2013 and 31 closed out, a net change of +1 holder.
  • The largest Sony buyer in Q3 2013 was Primecap Management, an estimated $115M added.
  • The largest Sony seller in Q3 2013 was York Capital Management Global Advisors, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2013.