We are live on ! Find out more

232 hedge funds and large institutions have $2.79B invested in Sony in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

42% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $27.6M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$285M)

9% more funds holding

Funds holding: 212232 (+20)

0.28% less ownership

Funds ownership: 33.75%33.47% (-0.28%)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 84

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
6.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
49
Reduced
84
Closed
23
Calls
$39.2M
Puts
$27.6M
Net Calls
+$11.6M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$333K +$322K +50,170 New
CAM
127
Cacti Asset Management
Georgia
$332K
Squarepoint
128
Squarepoint
New York
$330K -$14.9K -2,320 -4%
PP
129
Paloma Partners
Connecticut
$329K +$317K +49,510 New
BC
130
Brinker Capital
Pennsylvania
$318K +$61.3K +9,560 +25%
DTL
131
Dynamic Technology Lab
Singapore
$307K +$296K +46,185 New
GIM
132
Granahan Investment Management
Massachusetts
$303K +$293K +45,675 New
BTNA
133
Bremer Trust National Association
Minnesota
$300K -$30.4K -4,745 -10%
OC
134
Oppenheimer & Co
New York
$297K -$62.8K -9,800 -18%
BUB
135
BBVA USA Bancshares
Texas
$297K -$3.91K -610 -1%
Brown Advisory
136
Brown Advisory
Maryland
$287K +$1.06K +165 +0.4%
HC
137
Henshaw Capital
Massachusetts
$273K
Twin Tree Management
138
Twin Tree Management
Texas
$264K -$151K -23,620 -37%
CA
139
Commerzbank Aktiengesellschaft
Germany
$262K +$253K +39,430 New
ATIA
140
American Trust Investment Advisors
New Hampshire
$260K
CCA
141
Checchi Capital Advisers
California
$257K +$5.29K +825 +2%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$251K +$242K +37,765 New
ONB
143
Old National Bancorp
Indiana
$237K -$201K -31,350 -47%
BCM
144
Bayesian Capital Management
New York
$232K +$224K +35,000 New
DADC
145
D.A. Davidson & Co
Montana
$231K -$277K -43,165 -55%
PCM
146
Penserra Capital Management
California
$230K +$126K +19,665 +131%
PSUF
147
People's United Financial
Connecticut
$225K -$71K -11,070 -25%
JMPWA
148
JP Morgan Private Wealth Advisors
California
$222K -$141K -21,960 -40%
BRWA
149
B. Riley Wealth Advisors
Florida
$222K +$214K +33,320 New
Pacer Advisors
150
Pacer Advisors
Pennsylvania
$222K +$214K +33,390 New

SONY Hedge Fund Activity: Q3 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2016, worth a combined $2.79B — up 11% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SONY positions and 23 closed out — a net gain of 23 holders — while 49 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.9M. The largest seller was Primecap Management, cutting an estimated $40.6M.

  • 232 institutional investors held Sony (SONY) as of Q3 2016, up from 212 in Q2 2016.
  • Funds reported $2.79B of Sony stock for Q3 2016, up 11% quarter-over-quarter.
  • 46 funds opened new Sony positions in Q3 2016 and 23 closed out, a net change of +23 holders.
  • The largest Sony buyer in Q3 2016 was Fidelity Investments, an estimated $59.9M added.
  • The largest Sony seller in Q3 2016 was Primecap Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2016.