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228 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0.45% less ownership

Funds ownership: 33.47%33.02% (-0.45%)

2% less funds holding

Funds holding: 232228 (-4)

14% less call options, than puts

Call options by funds: $32M | Put options by funds: $37.2M

16% less capital invested

Capital invested by funds: $2.79B → $2.34B (-$446M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
41
Increased
53
Reduced
80
Closed
41
Calls
$32M
Puts
$37.2M
Net Calls
-$5.19M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
126
Fox Run Management
Connecticut
$322K +$349K +57,500 New
COI
127
Connable Office Inc
Michigan
$314K
GIM
128
Granahan Investment Management
Massachusetts
$312K +$61K +10,040 +22%
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$308K +$334K +55,000 New
HighTower Advisors
130
HighTower Advisors
Illinois
$300K +$23.1K +3,805 +8%
CA
131
Commerzbank Aktiengesellschaft
Germany
$297K +$82.8K +13,625 +35%
AAM
132
Aureus Asset Management
Massachusetts
$294K +$319K +52,500 New
CIM
133
CIM Investment Management
Pennsylvania
$292K
PP
134
Paloma Partners
Connecticut
$282K +$5.35K +880 +2%
EA
135
Euclid Advisors
Connecticut
$280K -$537K -88,450 -64%
CAM
136
Cacti Asset Management
Georgia
$280K
OC
137
Oppenheimer & Co
New York
$267K +$17.8K +2,935 +7%
FAAS
138
First Allied Advisory Services
California
$253K -$37.9K -6,245 -12%
Brown Advisory
139
Brown Advisory
Maryland
$244K +$1.61K +265 +0.6%
BTNA
140
Bremer Trust National Association
Minnesota
$237K -$17.7K -2,920 -6%
BUB
141
BBVA USA Bancshares
Texas
$235K -$17.1K -2,815 -6%
HC
142
Henshaw Capital
Massachusetts
$230K
Geode Capital Management
143
Geode Capital Management
Massachusetts
$228K -$127K -20,980 -34%
CM
144
Crestline Management
Texas
$223K -$1.17M -193,030 -83%
CCA
145
Checchi Capital Advisers
California
$219K +$2.31K +380 +1%
PCM
146
Penserra Capital Management
California
$217K +$24.9K +4,090 +12%
William Blair & Company
147
William Blair & Company
Illinois
$207K +$34.3K +5,640 +18%
DADC
148
D.A. Davidson & Co
Montana
$185K -$10.8K -1,775 -5%
UBS AM
149
UBS AM
Illinois
$168K -$9.21K -1,515 -5%
Barclays
150
Barclays
United Kingdom
$147K -$5.86K -965 -4%

SONY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 16% from $2.79B a quarter earlier.

Fund positioning in SONY was balanced in Q4 2016: 41 funds opened new positions, 41 closed out, 53 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.

  • 228 institutional investors held Sony (SONY) as of Q4 2016, down from 232 in Q3 2016.
  • Funds reported $2.34B of Sony stock for Q4 2016, down 16% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of 0 holders.
  • The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
  • The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2016.