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348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Greenleaf Trust
Michigan
$836K +$19K +1,930 +2%
CA
152
Cynosure Advisors
Utah
$795K +$108K +10,925 +15%
First Trust Advisors
153
First Trust Advisors
Illinois
$782K +$797K +80,870 New
EARNEST Partners
154
EARNEST Partners
Georgia
$780K +$3.25K +330 +0.4%
ECM
155
ETrade Capital Management
Virginia
$755K +$50.8K +5,155 +7%
BAM
156
Belpointe Asset Management
Nevada
$745K -$24.5K -2,490 -3%
M&T Bank
157
M&T Bank
New York
$682K +$91.4K +9,275 +15%
AI
158
Atria Investments
North Carolina
$677K +$269K +27,355 +64%
Geode Capital Management
159
Geode Capital Management
Massachusetts
$666K +$31.8K +3,230 +5%
SFSIG
160
San Francisco Sentry Investment Group
California
$623K +$97.5K +9,900 +18%
CAM
161
Congress Asset Management
Massachusetts
$616K
EVM
162
Eaton Vance Management
Massachusetts
$610K +$621K +63,040 New
IB
163
Intrust Bank
Kansas
$601K -$46.3K -4,705 -7%
CM
164
Crestline Management
Texas
$580K -$591K -60,000 -50%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$576K +$351K +35,655 +149%
EMG
166
Ellington Management Group
Connecticut
$575K -$69K -7,000 -11%
Verition Fund Management
167
Verition Fund Management
Connecticut
$572K -$121K -12,280 -17%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$559K +$20.9K +2,120 +4%
T. Rowe Price Associates
169
T. Rowe Price Associates
Maryland
$532K
BAM
170
Berkshire Asset Management
Pennsylvania
$531K
CCMW
171
Cypress Capital Management (Wyoming)
Wyoming
$514K +$524K +53,175 New
MYIA
172
Mount Yale Investment Advisors
Colorado
$508K +$517K +52,495 New
CAM
173
Cacti Asset Management
Georgia
$481K
LTFS
174
Ladenburg Thalmann Financial Services
Florida
$454K +$64.5K +6,545 +16%
JG
175
Jefferies Group
New York
$451K -$1.61M -163,380 -78%

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.