Sony
SONY
216 hedge funds and large institutions have $2.8B invested in Sony in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 29 closing their positions.
66% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 29
28% more capital invested
Capital invested by funds: $2.18B → $2.8B (+$621M)
14% more call options, than puts
Call options by funds: $81.7M | Put options by funds: $71.5M
8% more funds holding
Funds holding: 200 → 216 (+16)
5% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 65
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.74% less ownership
Funds ownership: 46.15% → 44.4% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$53.7M |
| 2 |
Renaissance Technologies
New York
|
+$45M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$44M |
| 4 |
Primecap Management
Pasadena,
California
|
+$14M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
-$61.3M |
| 2 |
Alkeon Capital Management
New York
|
-$43.8M |
| 3 |
MAM
Marketfield Asset Management
New York
|
-$33.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$28.4M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
-$25.9M |
SONY Hedge Fund Activity: Q1 2015 in Review
216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2015, worth a combined $2.8B — up 28% from $2.18B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SONY positions and 29 closed out — a net gain of 19 holders — while 68 added to existing stakes and 65 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $53.7M. The largest seller was Sculptor Capital, exiting entirely with an estimated $61.3M sold.
- 216 institutional investors held Sony (SONY) as of Q1 2015, up from 200 in Q4 2014.
- Funds reported $2.8B of Sony stock for Q1 2015, up 28% quarter-over-quarter.
- 48 funds opened new Sony positions in Q1 2015 and 29 closed out, a net change of +19 holders.
- The largest Sony buyer in Q1 2015 was Lazard Asset Management, an estimated $53.7M added.
- The largest Sony seller in Q1 2015 was Sculptor Capital, an estimated $61.3M sold.
Based on aggregated 13F filings for Q1 2015.