Sony
SONY
176 hedge funds and large institutions have $1.35B invested in Sony in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 32 closing their positions.
41% more capital invested
Capital invested by funds: $954M → $1.35B (+$392M)
39% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 44
31% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 32
6.59% more ownership
Funds ownership: 27.31% → 33.89% (+6.6%)
5% more funds holding
Funds holding: 167 → 176 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
51% less call options, than puts
Call options by funds: $69.1M | Put options by funds: $141M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$208M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$151M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.88M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$7.53M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$37M |
| 2 |
Alkeon Capital Management
New York
|
-$35.5M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$21M |
| 4 |
TCSAM
Tyrus Capital S.A.M.
Monaco
|
-$18.3M |
| 5 |
Two Sigma Investments
New York
|
-$16.7M |
SONY Hedge Fund Activity: Q1 2014 in Review
176 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2014, worth a combined $1.35B — up 41% from $954M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SONY positions and 32 closed out — a net gain of 10 holders — while 61 added to existing stakes and 44 trimmed.
The largest buyer was Primecap Management, adding an estimated $208M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $37M sold.
- 176 institutional investors held Sony (SONY) as of Q1 2014, up from 167 in Q4 2013.
- Funds reported $1.35B of Sony stock for Q1 2014, up 41% quarter-over-quarter.
- 42 funds opened new Sony positions in Q1 2014 and 32 closed out, a net change of +10 holders.
- The largest Sony buyer in Q1 2014 was Primecap Management, an estimated $208M added.
- The largest Sony seller in Q1 2014 was Arrowstreet Capital, an estimated $37M sold.
Based on aggregated 13F filings for Q1 2014.