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348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
126
NVWM LLC
Pennsylvania
$1.41M +$1.07M +108,725 +282%
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$1.38M +$29.9K +3,035 +2%
RCM
128
Riverhead Capital Management
Delaware
$1.35M
FCBT
129
First Citizens Bank & Trust
North Carolina
$1.33M +$443K +44,935 +48%
ANI
130
American National Insurance
Texas
$1.22M
LWM
131
Lenox Wealth Management
Ohio
$1.21M +$1.24M +125,540 +418,467%
MC
132
Moors & Cabot
Massachusetts
$1.21M -$24.6K -2,495 -2%
SCM
133
SOL Capital Management
Maryland
$1.2M -$39.4K -4,000 -3%
PM
134
Penbrook Management
New York
$1.2M
NA
135
Neuburgh Advisers
California
$1.19M
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$1.19M -$110K -11,160 -8%
BCM
137
Bayesian Capital Management
New York
$1.19M -$448K -45,500 -27%
BCM
138
Bienville Capital Management
New York
$1.19M +$445K +45,185 +58%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$1.16M +$163K +16,565 +16%
HIIFS
140
Harel Insurance Investments & Financial Services
Israel
$1.09M +$488K +49,500 +79%
CG
141
Caprock Group
Idaho
$1.08M -$92.8K -9,425 -8%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$1.07M +$297K +30,185 +37%
PA
143
Pinnacle Associates
New York
$1.07M
OC
144
Oppenheimer & Co
New York
$1.06M -$5.76K -585 -0.5%
EAM
145
Eagle Asset Management
Florida
$1M +$122K +12,360 +13%
FWIA
146
Fort Washington Investment Advisors
Ohio
$977K -$19.7K -2,000 -2%
AIM
147
Allen Investment Management
New York
$973K
CA
148
Commerzbank Aktiengesellschaft
Germany
$967K +$269K +27,325 +38%
GCIA
149
Gabelli & Co Investment Advisers
New York
$943K
MCIM
150
Meadow Creek Investment Management
Georgia
$865K

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.