We are live on ! Find out more

155 hedge funds and large institutions have $1.19B invested in Sony in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$154M)

3% more ownership

Funds ownership: 24.17%27.17% (+3%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

1% less funds holding

Funds holding: 157155 (-2)

62% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $124M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
155
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
44
Reduced
47
Closed
31
Calls
$46.7M
Puts
$124M
Net Calls
-$77.2M
Net Calls Change
+$582K
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
151
San Francisco Sentry Investment Group
California
$1K +$551 +130 New
FMII
152
Farmers & Merchants Investments Inc
Nebraska
$1K +$974 +230 New
WCMNY
153
Westchester Capital Management (New York)
New York
-$20.5M -4,828,000 Closed
CCP
154
Clough Capital Partners
Massachusetts
-$10.3M -2,439,500 Closed
BIM
155
Bogle Investment Management
Massachusetts
-$6.05M -1,428,615 Closed
PWPCM
156
Perella Weinberg Partners Capital Management
New York
-$5.3M -1,250,000 Closed
HT
157
HAP Trading
New York
-$5.21M -1,229,880 Closed
Geode Capital Management
158
Geode Capital Management
Massachusetts
-$2.59M -610,600 Closed
PA
159
Para Advisors
New York
-$2.12M -500,000 Closed
BCM
160
BBT Capital Management
Texas
-$1.91M -450,000 Closed
MUS
161
Mitsubishi UFJ Securities
Japan
-$1.59M -375,000 Closed
NEI
162
Northwest & Ethical Investments
Ontario, Canada
-$1.59M -375,000 Closed
GML
163
Gems Management Ltd
Bahamas
-$1.19M -280,710 Closed
PMAM
164
Picton Mahoney Asset Management
Ontario, Canada
-$1.17M -276,000 Closed
FRM
165
Fore Research & Management
New York
-$1.17M -275,000 Closed
V
166
Veritable
Delaware
-$654K -154,390 Closed
Dodge & Cox
167
Dodge & Cox
California
-$546K -128,825 Closed
PP
168
Paloma Partners
Connecticut
-$526K -124,100 Closed
VAM
169
Visium Asset Management
New York
-$482K -113,380 Closed
JG
170
Jefferies Group
New York
-$405K -95,705 Closed
B
171
Baird
Wisconsin
-$283K -66,825 Closed
CRC
172
Curi RMB Capital
Illinois
-$274K -64,660 Closed
WSCM
173
Wellington Shields Capital Management
New York
-$233K -55,000 Closed
USGIU
174
U.S. Global Investors (USGI)
Texas
-$212K -50,000 Closed
DFIM
175
Detwiler Fenton Investment Management
Massachusetts
-$208K -49,115 Closed

SONY Hedge Fund Activity: Q3 2013 in Review

155 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2013, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SONY positions and 31 closed out — a net gain of 1 holder — while 44 added to existing stakes and 47 trimmed.

The largest buyer was Primecap Management, adding an estimated $115M. The largest seller was York Capital Management Global Advisors, cutting an estimated $45.9M.

  • 155 institutional investors held Sony (SONY) as of Q3 2013, down from 157 in Q2 2013.
  • Funds reported $1.19B of Sony stock for Q3 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Sony positions in Q3 2013 and 31 closed out, a net change of +1 holder.
  • The largest Sony buyer in Q3 2013 was Primecap Management, an estimated $115M added.
  • The largest Sony seller in Q3 2013 was York Capital Management Global Advisors, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2013.