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234 hedge funds and large institutions have $2.94B invested in Sony in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $2.34B → $2.94B (+$598M)

18% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $19.6M

3% more funds holding

Funds holding: 228234 (+6)

1.45% more ownership

Funds ownership: 33.02%34.47% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
71
Reduced
67
Closed
32
Calls
$23.1M
Puts
$19.6M
Net Calls
+$3.53M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$222K -$9.72K -1,560 -4%
OC
152
Oppenheimer & Co
New York
$205K -$108K -17,260 -36%
RJT
153
Raymond James Trust
Florida
$205K +$189K +30,320 New
PGIM
154
Pacific Global Investment Management
California
$205K +$189K +30,365 New
EB
155
Eastern Bank
Massachusetts
$202K +$187K +30,000 New
QCG
156
Quadrant Capital Group
Ohio
$198K +$117K +18,825 +155%
UBS AM
157
UBS AM
Illinois
$176K -$24.7K -3,970 -13%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$172K +$1.65K +265 +1%
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$155K +$52.7K +8,450 +58%
HIIFS
160
Harel Insurance Investments & Financial Services
Israel
$151K +$147K +23,625 New
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$146K -$16.2K -2,600 -11%
DAL
162
David A. Lorber
$112K -$52.8K -8,475 -34%
PCP
163
Proficio Capital Partners
Massachusetts
$90K +$46.2K +7,410 +145%
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$75K +$8.91K +1,430 +14%
TJHA
165
Thomas J. Herzfeld Advisors
Florida
$73K +$42.4K +6,795 +168%
SIC
166
Salem Investment Counselors
North Carolina
$73K +$59.9K +9,615 +1,644%
QT
167
Quantbot Technologies
New York
$71K +$66.3K +10,640 New
CCM
168
Cribstone Capital Management
Maine
$70K
SBL
169
Sargent Bickham Lagudis
Colorado
$67K
SNT
170
Security National Trust
West Virginia
$67K
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$59K -$77.3K -12,395 -58%
IA
172
IFP Advisors
Florida
$57K +$6.23K +1,000 +13%
CG
173
Cutler Group
California
$56K +$43.5K +6,975 +507%
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$50K +$9.35K +1,500 +26%
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$36K

SONY Hedge Fund Activity: Q1 2017 in Review

234 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2017, worth a combined $2.94B — up 26% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $66.1M. The largest seller was Nine Masts Capital, cutting an estimated $22.1M.

  • 234 institutional investors held Sony (SONY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.94B of Sony stock for Q1 2017, up 26% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q1 2017 was Arrowstreet Capital, an estimated $66.1M added.
  • The largest Sony seller in Q1 2017 was Nine Masts Capital, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.