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174 hedge funds and large institutions have $1.35B invested in Sony in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.44% more ownership

Funds ownership: 33.89%38.34% (+4.4%)

0% more capital invested

Capital invested by funds: $1.35B → $1.35B (+$1.49M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 176174 (-2)

45% less call options, than puts

Call options by funds: $73.9M | Put options by funds: $134M

Holders
174
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
68
Reduced
44
Closed
27
Calls
$73.9M
Puts
$134M
Net Calls
-$60M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
151
Cornerstone Advisors (Washington)
Washington
$9K
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$9K
LIA
153
LS Investment Advisors
Michigan
$8K
TRCT
154
Tower Research Capital (TRC)
New York
$6K -$42.8K -12,400 -88%
Canada Life
155
Canada Life
Manitoba, Canada
$5K +$5.01K +1,450 New
DAM
156
Delta Asset Management
Tennessee
$4K
M&T Bank
157
M&T Bank
New York
$4K
BAM
158
Brave Asset Management
New Jersey
$4K +$4.49K +1,300 New
AA
159
Apriem Advisors
California
$3K
WT
160
Whittier Trust
California
$3K
CFG
161
CKW Financial Group
Hawaii
$2K
FHA
162
First Horizon Advisors
Tennessee
$2K
SNT
163
Security National Trust
West Virginia
$2K
GSC
164
Ground Swell Capital
South Carolina
$2K +$1.73K +500 New
BRWM
165
B. Riley Wealth Management
Tennessee
$1K
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$1K
WOC
167
West Oak Capital
California
$117
YCMGA
168
York Capital Management Global Advisors
New York
-$23.9M -6,250,000 Closed
AIS
169
AlphaOne Investment Services
Pennsylvania
-$6.67M -1,745,500 Closed
PRCM
170
Pine River Capital Management
Minnesota
-$3.36M -878,200 Closed
CC
171
CQS Cayman
Cayman Islands
-$3.16M -826,515 Closed
ACI
172
Alpha Cubed Investments
California
-$2.6M -680,055 Closed
1832 Asset Management
173
1832 Asset Management
Ontario, Canada
-$1.89M -505,500 Closed
SCA
174
SAC Capital Advisors
Connecticut
-$1.21M -315,480 Closed
PAMU
175
Pictet Asset Management (UK)
United Kingdom
-$1.18M -307,735 Closed

SONY Hedge Fund Activity: Q2 2014 in Review

174 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2014, worth a combined $1.35B — up 0.11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SONY and 25 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 68 added.

The largest buyer was Primecap Management, adding an estimated $44.6M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $23.9M sold.

  • 174 institutional investors held Sony (SONY) as of Q2 2014, down from 176 in Q1 2014.
  • Funds reported $1.35B of Sony stock for Q2 2014, up 0.11% quarter-over-quarter.
  • 25 funds opened new Sony positions in Q2 2014 and 27 closed out, a net change of -2 holders.
  • The largest Sony buyer in Q2 2014 was Primecap Management, an estimated $44.6M added.
  • The largest Sony seller in Q2 2014 was York Capital Management Global Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2014.