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232 hedge funds and large institutions have $2.79B invested in Sony in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

42% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $27.6M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$285M)

9% more funds holding

Funds holding: 212232 (+20)

0.28% less ownership

Funds ownership: 33.75%33.47% (-0.28%)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 84

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
6.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
49
Reduced
84
Closed
23
Calls
$39.2M
Puts
$27.6M
Net Calls
+$11.6M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
151
Ronald Blue & Co
Georgia
$210K +$202K +31,550 New
Jane Street
152
Jane Street
New York
$209K -$203K -31,690 -50%
UBS AM
153
UBS AM
Illinois
$209K +$202K +31,510 New
William Blair & Company
154
William Blair & Company
Illinois
$208K -$58.4K -9,115 -23%
RJT
155
Raymond James Trust
Florida
$208K +$200K +31,215 New
PGIM
156
Pacific Global Investment Management
California
$200K +$193K +30,125 New
Barclays
157
Barclays
United Kingdom
$181K -$541K -84,440 -76%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$176K +$170K +26,495 New
CF
159
CenterStar Fund
Illinois
$159K
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$144K -$463K -72,305 -77%
DAL
161
David A. Lorber
$130K -$152K -23,725 -55%
S
162
SignatureFD
Georgia
$128K +$30.5K +4,760 +33%
JFA
163
JNBA Financial Advisors
Minnesota
$128K +$124K +19,295 New
AIM
164
Acrospire Investment Management
Illinois
$111K +$44.9K +7,000 +72%
NFG
165
Next Financial Group
Texas
$96K
AAM
166
Advisors Asset Management
Colorado
$86K -$1.7K -265 -2%
QCG
167
Quadrant Capital Group
Ohio
$74K +$1.7K +265 +2%
CCM
168
Cribstone Capital Management
Maine
$73K
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$68K -$65K -10,135 -49%
SNT
170
Security National Trust
West Virginia
$66K
GBT
171
Grove Bank & Trust
Florida
$65K
CLOS
172
Compagnie Lombard Odier SCmA
Switzerland
$58K -$256K -40,000 -82%
IA
173
IFP Advisors
Florida
$46K -$1.09K -170 -2%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$45K +$11.5K +1,800 +36%
WAM
175
Wealthspire Advisors (Maryland)
Maryland
$40K

SONY Hedge Fund Activity: Q3 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2016, worth a combined $2.79B — up 11% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SONY positions and 23 closed out — a net gain of 23 holders — while 49 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.9M. The largest seller was Primecap Management, cutting an estimated $40.6M.

  • 232 institutional investors held Sony (SONY) as of Q3 2016, up from 212 in Q2 2016.
  • Funds reported $2.79B of Sony stock for Q3 2016, up 11% quarter-over-quarter.
  • 46 funds opened new Sony positions in Q3 2016 and 23 closed out, a net change of +23 holders.
  • The largest Sony buyer in Q3 2016 was Fidelity Investments, an estimated $59.9M added.
  • The largest Sony seller in Q3 2016 was Primecap Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2016.