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336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
Neuburgh Advisers
California
$1.11M
CCM
127
Conatus Capital Management
Connecticut
$1.08M -$11.3M -1,315,495 -92%
CM
128
Crestline Management
Texas
$1.08M +$1.03M +120,000 New
Group One Trading
129
Group One Trading
Illinois
$1.04M +$994K +115,755 New
OC
130
Oppenheimer & Co
New York
$995K +$950K +110,640 New
PA
131
Pinnacle Associates
New York
$992K +$11.8K +1,375 +1%
AG
132
Advisor Group
Arizona
$974K +$32.8K +3,820 +4%
Jane Street
133
Jane Street
New York
$958K -$1.59M -184,650 -63%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$934K +$420K +48,915 +89%
FWIA
135
Fort Washington Investment Advisors
Ohio
$926K +$42.5K +4,950 +5%
AIM
136
Allen Investment Management
New York
$905K
EAM
137
Eagle Asset Management
Florida
$887K +$227K +26,465 +41%
GCIA
138
Gabelli & Co Investment Advisers
New York
$877K -$236K -27,500 -22%
FCBT
139
First Citizens Bank & Trust
North Carolina
$834K +$797K +92,780 New
CI
140
Cavalier Investments
Georgia
$827K +$790K +92,000 New
CSS
141
Cubist Systematic Strategies
Connecticut
$820K -$1.16M -135,400 -60%
MCIM
142
Meadow Creek Investment Management
Georgia
$804K
CS
143
Credit Suisse
Switzerland
$802K -$2.84M -330,440 -79%
GT
144
Greenleaf Trust
Michigan
$760K +$22.1K +2,575 +3%
HighTower Advisors
145
HighTower Advisors
Illinois
$744K +$286K +33,275 +66%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$725K +$15.7K +1,830 +2%
EARNEST Partners
147
EARNEST Partners
Georgia
$723K +$9.88K +1,150 +1%
BAM
148
Belpointe Asset Management
Nevada
$715K +$16.5K +1,920 +2%
SI
149
Scharf Investments
California
$692K +$661K +76,955 New
BCM
150
Bienville Capital Management
New York
$692K +$666K +77,520 New

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.