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174 hedge funds and large institutions have $1.35B invested in Sony in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.44% more ownership

Funds ownership: 33.89%38.34% (+4.4%)

0% more capital invested

Capital invested by funds: $1.35B → $1.35B (+$1.49M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 176174 (-2)

45% less call options, than puts

Call options by funds: $73.9M | Put options by funds: $134M

Holders
174
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
68
Reduced
44
Closed
27
Calls
$73.9M
Puts
$134M
Net Calls
-$60M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
126
Ameriprise
Minnesota
$126K -$1.1M -318,155 -89%
TAM
127
Tocqueville Asset Management
New York
$101K +$104K +30,185 New
FNBT
128
FineMark National Bank & Trust
Florida
$96K +$3.71K +1,075 +4%
QT
129
Quantbot Technologies
New York
$91K +$94.1K +27,230 New
TWA
130
TCI Wealth Advisors
Arizona
$86K
MFS
131
MSI Financial Services
Massachusetts
$59K +$69 +20 +0.1%
BFA
132
BlackRock Fund Advisors
California
$59K +$3.37K +975 +6%
IRS
133
Invictus RG (Singapore)
Singapore
$52K -$81.8K -23,665 -60%
TWM
134
Torch Wealth Management
Ohio
$50K -$663K -191,750 -93%
MCM
135
Manchester Capital Management
Vermont
$44K +$45.6K +13,185 New
SEC
136
Seven Eight Capital
New York
$36K +$36.8K +10,640 New
WFI
137
West Family Investments
California
$34K
ACS
138
Archford Capital Strategies
Illinois
$26.9K
AIG
139
American International Group
New York
$22.8K -$3.35K -970 -12%
PAS
140
Partnervest Advisory Services
California
$20K +$6.86K +1,985 +49%
SF
141
Synovus Financial
Georgia
$17K +$17.3K +5,000 New
CG
142
Colony Group
Massachusetts
$16K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$15K -$8.15K -2,360 -34%
EFSCE
144
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
First Eagle Investment Management
145
First Eagle Investment Management
New York
$13K
H
146
Hexavest
Quebec, Canada
$12K
Nordea Investment Management
147
Nordea Investment Management
Sweden
$11K
BRWA
148
B. Riley Wealth Advisors
Florida
$10.1K +$10.4K +3,010 New
NES
149
New England Securities
New York
$10K
Twin Tree Management
150
Twin Tree Management
Texas
$9K -$692K -200,340 -99%

SONY Hedge Fund Activity: Q2 2014 in Review

174 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2014, worth a combined $1.35B — up 0.11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SONY and 25 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 68 added.

The largest buyer was Primecap Management, adding an estimated $44.6M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $23.9M sold.

  • 174 institutional investors held Sony (SONY) as of Q2 2014, down from 176 in Q1 2014.
  • Funds reported $1.35B of Sony stock for Q2 2014, up 0.11% quarter-over-quarter.
  • 25 funds opened new Sony positions in Q2 2014 and 27 closed out, a net change of -2 holders.
  • The largest Sony buyer in Q2 2014 was Primecap Management, an estimated $44.6M added.
  • The largest Sony seller in Q2 2014 was York Capital Management Global Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2014.