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336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Avalon Capital Management
California
$665K +$635K +73,960 New
ECM
152
ETrade Capital Management
Virginia
$656K +$34.2K +3,985 +6%
CA
153
Commerzbank Aktiengesellschaft
Germany
$654K +$279K +32,495 +81%
Verition Fund Management
154
Verition Fund Management
Connecticut
$642K +$204K +23,760 +50%
CA
155
Cynosure Advisors
Utah
$641K +$613K +71,375 New
LCM
156
Lee Capital Management
New York
$629K -$42.9K -5,000 -7%
Barclays
157
Barclays
United Kingdom
$604K +$404K +47,000 +233%
IB
158
Intrust Bank
Kansas
$601K -$8.33K -970 -1%
EMG
159
Ellington Management Group
Connecticut
$598K +$571K +66,500 New
Nomura Holdings
160
Nomura Holdings
Japan
$594K +$567K +66,030 New
Geode Capital Management
161
Geode Capital Management
Massachusetts
$590K +$5.33K +620 +1%
JIP
162
Jaffetilchin Investment Partners
Florida
$579K
CAM
163
Congress Asset Management
Massachusetts
$573K
HIIFS
164
Harel Insurance Investments & Financial Services
Israel
$566K +$341K +39,750 +171%
Simplex Trading
165
Simplex Trading
Illinois
$561K +$436K +50,720 +432%
M&T Bank
166
M&T Bank
New York
$550K -$81.7K -9,515 -13%
BTS
167
BB&T Securities
Virginia
$538K -$60.3K -7,020 -10%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$501K -$58.9K -6,860 -11%
BJL
169
Brighton Jones LLC
Washington
$495K +$473K +55,060 New
BAM
170
Berkshire Asset Management
Pennsylvania
$494K -$34.4K -4,000 -7%
T. Rowe Price Associates
171
T. Rowe Price Associates
Maryland
$494K
VF
172
Virtu Financial
New York
$491K +$469K +54,585 New
IH
173
IFC Holdings
Florida
$490K -$20.8K -2,420 -4%
SFSIG
174
San Francisco Sentry Investment Group
California
$490K
VCA
175
Verdence Capital Advisors
Maryland
$469K +$448K +52,125 New

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.