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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
126
First Allied Advisory Services
California
$307K -$28K -5,225 -9%
Squarepoint
127
Squarepoint
New York
$305K +$279K +52,000 New
FIM
128
Freedom Investment Management
Connecticut
$300K +$274K +51,035 New
CAM
129
Cacti Asset Management
Georgia
$294K
IC
130
Investment Counsel
Michigan
$294K +$268K +50,000 New
BTNA
131
Bremer Trust National Association
Minnesota
$293K -$42.8K -7,985 -14%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$288K
CLOS
133
Compagnie Lombard Odier SCmA
Switzerland
$286K
BUB
134
BBVA USA Bancshares
Texas
$266K -$40.4K -7,535 -14%
PSUF
135
People's United Financial
Connecticut
$264K -$81.2K -15,140 -25%
DAL
136
David A. Lorber
$255K +$233K +43,365 New
CSS
137
Cubist Systematic Strategies
Connecticut
$253K -$1.3M -242,290 -85%
Brown Advisory
138
Brown Advisory
Maryland
$252K +$1.13K +210 +0.5%
RCM
139
Riverhead Capital Management
Delaware
$245K -$3.09M -576,400 -94%
HC
140
Henshaw Capital
Massachusetts
$241K
William Blair & Company
141
William Blair & Company
Illinois
$237K +$217K +40,450 New
GC
142
Guggenheim Capital
Illinois
$231K -$4.21K -785 -2%
ATIA
143
American Trust Investment Advisors
New Hampshire
$230K -$8.85K -1,650 -4%
BC
144
Brinker Capital
Pennsylvania
$225K +$206K +38,310 New
CCA
145
Checchi Capital Advisers
California
$222K +$7.35K +1,370 +4%
AG
146
Advisor Group
Arizona
$184K +$171K +31,900 New
HIIFS
147
Harel Insurance Investments & Financial Services
Israel
$144K +$131K +24,500 New
SEI Investments
148
SEI Investments
Pennsylvania
$135K +$70.4K +13,130 +133%
JSAM
149
J. Safra Asset Management
New York
$127K +$116K +21,650 New
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$120K +$134 +25 +0.1%

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.