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228 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0.45% less ownership

Funds ownership: 33.47%33.02% (-0.45%)

2% less funds holding

Funds holding: 232228 (-4)

14% less call options, than puts

Call options by funds: $32M | Put options by funds: $37.2M

16% less capital invested

Capital invested by funds: $2.79B → $2.34B (-$446M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
41
Increased
53
Reduced
80
Closed
41
Calls
$32M
Puts
$37.2M
Net Calls
-$5.19M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$142K -$7.57K -1,245 -5%
DAL
152
David A. Lorber
$141K +$33.2K +5,465 +28%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$136K +$15.9K +2,625 +12%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$120K +$129K +21,220 New
ST
155
Spot Trading
Illinois
$90K +$97.1K +15,975 New
NFG
156
Next Financial Group
Texas
$83K +$1.52K +250 +2%
Parallax Volatility Advisers
157
Parallax Volatility Advisers
California
$82K +$88.5K +14,565 New
CCM
158
Cribstone Capital Management
Maine
$67K
QCG
159
Quadrant Capital Group
Ohio
$59K -$1.76K -290 -2%
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$56K -$2.77K -455 -4%
SBL
161
Sargent Bickham Lagudis
Colorado
$56K
SNT
162
Security National Trust
West Virginia
$56K
CLOS
163
Compagnie Lombard Odier SCmA
Switzerland
$49K
Bessemer Group
164
Bessemer Group
New Jersey
$49K +$52.8K +8,695 New
IA
165
IFP Advisors
Florida
$42K +$3.07K +505 +7%
HR
166
Howe & Rusling
New York
$36K +$15.2K +2,500 +65%
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$33K -$1.46K -240 -4%
MFS
168
MSI Financial Services
Massachusetts
$30K -$1.12K -185 -3%
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
Group One Trading
170
Group One Trading
Illinois
$30K +$32.3K +5,315 New
PCP
171
Proficio Capital Partners
Massachusetts
$29K +$1.09K +180 +4%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$28K -$10.9K -1,800 -26%
AIM
173
Advantage Investment Management
Iowa
$28K
BFEC
174
Benjamin F. Edwards & Company
Missouri
$28K
ZB
175
Zions Bancorporation
Utah
$27K +$1.58K +260 +6%

SONY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 16% from $2.79B a quarter earlier.

Fund positioning in SONY was balanced in Q4 2016: 41 funds opened new positions, 41 closed out, 53 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.

  • 228 institutional investors held Sony (SONY) as of Q4 2016, down from 232 in Q3 2016.
  • Funds reported $2.34B of Sony stock for Q4 2016, down 16% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of 0 holders.
  • The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
  • The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2016.