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234 hedge funds and large institutions have $2.94B invested in Sony in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $2.34B → $2.94B (+$598M)

18% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $19.6M

3% more funds holding

Funds holding: 228234 (+6)

1.45% more ownership

Funds ownership: 33.02%34.47% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
71
Reduced
67
Closed
32
Calls
$23.1M
Puts
$19.6M
Net Calls
+$3.53M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Berkshire Asset Management
Pennsylvania
$398K -$32.7K -5,250 -8%
Barclays
127
Barclays
United Kingdom
$397K +$204K +32,660 +125%
COI
128
Connable Office Inc
Michigan
$377K
KeyBank National Association
129
KeyBank National Association
Ohio
$374K +$346K +55,465 New
Geode Capital Management
130
Geode Capital Management
Massachusetts
$372K +$90.3K +14,495 +36%
GIM
131
Granahan Investment Management
Massachusetts
$371K -$4.58K -735 -1%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$371K
JMPWA
133
JP Morgan Private Wealth Advisors
California
$367K -$118K -18,865 -26%
SFSIG
134
San Francisco Sentry Investment Group
California
$358K +$330K +53,000 New
GT
135
Greenleaf Trust
Michigan
$358K +$331K +53,125 New
CIM
136
CIM Investment Management
Pennsylvania
$352K
CAM
137
Cacti Asset Management
Georgia
$335K
Fiera Capital (Canada)
138
Fiera Capital (Canada)
Quebec, Canada
$321K -$939K -150,675 -76%
HC
139
Henshaw Capital
Massachusetts
$277K
NFG
140
Next Financial Group
Texas
$277K +$158K +25,325 +171%
RFCA
141
R&F Capital Advisors
New York
$276K +$255K +40,850 New
FAAS
142
First Allied Advisory Services
California
$272K -$29.4K -4,720 -10%
ICOA
143
Investment Centers of America
North Dakota
$265K +$245K +39,340 New
CCA
144
Checchi Capital Advisers
California
$257K -$5.33K -855 -2%
ST
145
Spot Trading
Illinois
$246K +$128K +20,495 +128%
ATIA
146
American Trust Investment Advisors
New Hampshire
$237K +$219K +35,200 New
BUB
147
BBVA USA Bancshares
Texas
$233K -$45.6K -7,320 -17%
Pacer Advisors
148
Pacer Advisors
Pennsylvania
$232K +$214K +34,365 New
KCM
149
Keywise Capital Management
Cayman Islands
$226K +$209K +33,500 New
HI
150
HBK Investments
Texas
$225K -$532K -85,380 -72%

SONY Hedge Fund Activity: Q1 2017 in Review

234 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2017, worth a combined $2.94B — up 26% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $66.1M. The largest seller was Nine Masts Capital, cutting an estimated $22.1M.

  • 234 institutional investors held Sony (SONY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.94B of Sony stock for Q1 2017, up 26% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q1 2017 was Arrowstreet Capital, an estimated $66.1M added.
  • The largest Sony seller in Q1 2017 was Nine Masts Capital, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.