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222 hedge funds and large institutions have $2.22B invested in Sony in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $52.7M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

6% more funds holding

Funds holding: 210222 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.31B → $2.22B (-$95.8M)

1.7% less ownership

Funds ownership: 37.46%35.76% (-1.7%)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
63
Reduced
85
Closed
27
Calls
$81.3M
Puts
$52.7M
Net Calls
+$28.6M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
151
Dorsey Wright & Associates
California
$238K -$1.91K -360 -0.7%
FAAS
152
First Allied Advisory Services
California
$237K +$17.8K +3,350 +7%
FNT
153
First National Trust
Pennsylvania
$230K -$274K -51,795 -53%
Pacer Advisors
154
Pacer Advisors
Pennsylvania
$225K -$79.9K -15,080 -25%
AT
155
Arden Trust
Delaware
$217K +$233K +44,040 New
SCM
156
Sterling Capital Management
North Carolina
$215K +$232K +43,710 New
FIM
157
Freedom Investment Management
Connecticut
$208K -$2.03M -383,315 -90%
PAG
158
Private Advisor Group
New Jersey
$206K +$222K +41,835 New
GC
159
Guggenheim Capital
Illinois
$203K -$18K -3,400 -8%
DHFB
160
Dixon Hubard Feinour & Brown
Virginia
$202K +$217K +41,000 New
ATIA
161
American Trust Investment Advisors
New Hampshire
$201K -$19.3K -3,650 -8%
AAM
162
Advisors Asset Management
Colorado
$159K -$128K -24,195 -43%
QT
163
Quantbot Technologies
New York
$126K +$136K +25,690 New
SEI Investments
164
SEI Investments
Pennsylvania
$115K +$25.9K +4,885 +26%
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$96K -$3.79K -715 -4%
Simplex Trading
166
Simplex Trading
Illinois
$87K +$94K +17,740 New
HNB
167
Huntington National Bank
Ohio
$68K -$4.61K -870 -6%
SNT
168
Security National Trust
West Virginia
$49K
GBT
169
Grove Bank & Trust
Florida
$45K +$48.6K +9,170 New
NFG
170
Next Financial Group
Texas
$44K
IA
171
IFP Advisors
Florida
$31K +$33K +6,225 New
MFS
172
MSI Financial Services
Massachusetts
$29K +$28.1K +5,305 +780%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29.4K +5,540 +1,385%
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$27K +$29K +5,470 New
MFBTD
175
MB Financial Bank - Trust Department
Illinois
$26K

SONY Hedge Fund Activity: Q4 2015 in Review

222 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2015, worth a combined $2.22B — down 4.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SONY positions and 27 closed out — a net gain of 13 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Primecap Management, adding an estimated $14.7M. The largest seller was Jefferies Group, exiting entirely with an estimated $26.1M sold.

  • 222 institutional investors held Sony (SONY) as of Q4 2015, up from 210 in Q3 2015.
  • Funds reported $2.22B of Sony stock for Q4 2015, down 4.1% quarter-over-quarter.
  • 40 funds opened new Sony positions in Q4 2015 and 27 closed out, a net change of +13 holders.
  • The largest Sony buyer in Q4 2015 was Primecap Management, an estimated $14.7M added.
  • The largest Sony seller in Q4 2015 was Jefferies Group, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.