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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$100K +$31.1K +5,795 +51%
PCM
152
Penserra Capital Management
California
$88K -$17K -3,170 -17%
NFG
153
Next Financial Group
Texas
$85K +$4.02K +750 +5%
S
154
SignatureFD
Georgia
$85K +$34K +6,330 +77%
TRCT
155
Tower Research Capital (TRC)
New York
$84K +$74.9K +13,960 +6,070%
AAM
156
Advisors Asset Management
Colorado
$78K -$5.47K -1,020 -7%
CCM
157
Cribstone Capital Management
Maine
$64K +$58.8K +10,960 New
QCG
158
Quadrant Capital Group
Ohio
$63K +$8.56K +1,595 +15%
SBL
159
Sargent Bickham Lagudis
Colorado
$59K
SNT
160
Security National Trust
West Virginia
$59K
HNB
161
Huntington National Bank
Ohio
$58K -$42.3K -7,890 -44%
GBT
162
Grove Bank & Trust
Florida
$58K
AIM
163
Acrospire Investment Management
Illinois
$57K -$193K -36,000 -79%
IA
164
IFP Advisors
Florida
$42K -$6.79K -1,265 -15%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$36K +$4.05K +755 +14%
MFS
166
MSI Financial Services
Massachusetts
$31K -$7.35K -1,370 -20%
EFSCE
167
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
PCP
168
Proficio Capital Partners
Massachusetts
$30K +$9.04K +1,685 +52%
AIM
169
Advantage Investment Management
Iowa
$29K
BFEC
170
Benjamin F. Edwards & Company
Missouri
$29K
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$29K
TJHA
172
Thomas J. Herzfeld Advisors
Florida
$29K +$26.6K +4,955 New
ASN
173
Advisory Services Network
Georgia
$25K -$6.97K -1,300 -23%
CF
174
CenterStar Fund
Illinois
$24K
ZB
175
Zions Bancorporation
Utah
$24K +$510 +95 +3%

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.