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222 hedge funds and large institutions have $2.22B invested in Sony in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $52.7M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

6% more funds holding

Funds holding: 210222 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.31B → $2.22B (-$95.8M)

1.7% less ownership

Funds ownership: 37.46%35.76% (-1.7%)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
63
Reduced
85
Closed
27
Calls
$81.3M
Puts
$52.7M
Net Calls
+$28.6M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
126
Jane Street
New York
$359K -$4.62M -872,400 -92%
RhumbLine Advisers
127
RhumbLine Advisers
Massachusetts
$358K +$55.7K +10,505 +17%
ECM
128
ETrade Capital Management
Virginia
$353K +$27.2K +5,140 +8%
Two Sigma Investments
129
Two Sigma Investments
New York
$347K +$373K +70,450 New
RFC
130
Regions Financial Corp
Alabama
$346K -$43.2K -8,155 -10%
SCM
131
Stevens Capital Management
Pennsylvania
$337K +$363K +68,430 New
Twin Tree Management
132
Twin Tree Management
Texas
$336K -$85.6K -16,145 -19%
DCM
133
Dynamic Capital Management
Jersey
$330K -$424K -80,045 -54%
JIP
134
Jaffetilchin Investment Partners
Florida
$327K -$133K -25,155 -27%
Two Sigma Advisers
135
Two Sigma Advisers
New York
$327K -$18.5K -3,500 -5%
O
136
OppenheimerFunds
New York
$323K +$347K +65,555 New
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$321K -$48.4K -9,135 -12%
VWM
138
Venturi Wealth Management
Texas
$320K +$344K +65,000 New
Creative Planning
139
Creative Planning
Kansas
$311K +$14K +2,640 +4%
OC
140
Oppenheimer & Co
New York
$299K -$38.3K -7,225 -11%
BCM
141
Basso Capital Management
Connecticut
$295K
PP
142
Paloma Partners
Connecticut
$278K +$299K +56,410 New
FCH
143
Freestone Capital Holdings
Washington
$273K +$294K +55,435 New
Geode Capital Management
144
Geode Capital Management
Massachusetts
$267K +$12K +2,255 +4%
CG
145
Cutler Group
California
$265K +$286K +53,995 New
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$263K -$10.6K -2,000 -4%
COI
147
Connable Office Inc
Michigan
$254K +$28.4K +5,350 +12%
CAM
148
Cacti Asset Management
Georgia
$246K
LCS
149
Levin Capital Strategies
New York
$241K
CLOS
150
Compagnie Lombard Odier SCmA
Switzerland
$240K +$79.5K +15,000 +44%

SONY Hedge Fund Activity: Q4 2015 in Review

222 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2015, worth a combined $2.22B — down 4.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SONY positions and 27 closed out — a net gain of 13 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Primecap Management, adding an estimated $14.7M. The largest seller was Jefferies Group, exiting entirely with an estimated $26.1M sold.

  • 222 institutional investors held Sony (SONY) as of Q4 2015, up from 210 in Q3 2015.
  • Funds reported $2.22B of Sony stock for Q4 2015, down 4.1% quarter-over-quarter.
  • 40 funds opened new Sony positions in Q4 2015 and 27 closed out, a net change of +13 holders.
  • The largest Sony buyer in Q4 2015 was Primecap Management, an estimated $14.7M added.
  • The largest Sony seller in Q4 2015 was Jefferies Group, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.