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381 hedge funds and large institutions have $4.61B invested in Sony in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $86.1M | Put options by funds: $64.6M

0.87% less ownership

Funds ownership: 38.5%37.64% (-0.87%)

9% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 77

3% less funds holding

Funds holding: 393381 (-12)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $5.93B → $4.61B (-$1.32B)

24% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 135

Holders
381
Holders Change
-12
Holders Change %
-3.05%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
70
Increased
103
Reduced
135
Closed
77
Calls
$86.1M
Puts
$64.6M
Net Calls
+$21.5M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$952K -$89.6K -8,465 -8%
FWIA
152
Fort Washington Investment Advisors
Ohio
$949K
WAM
153
World Asset Management
Michigan
$927K -$693K -65,465 -41%
GCIA
154
Gabelli & Co Investment Advisers
New York
$927K
JP Morgan Chase
155
JP Morgan Chase
New York
$922K -$5.31M -501,700 -84%
CSS
156
Cubist Systematic Strategies
Connecticut
$898K +$961K +90,870 +4,227%
EARNEST Partners
157
EARNEST Partners
Georgia
$894K -$9.36K -885 -0.9%
PA
158
Pinnacle Associates
New York
$886K -$57.6K -5,440 -6%
T. Rowe Price Associates
159
T. Rowe Price Associates
Maryland
$869K
AI
160
Atria Investments
North Carolina
$799K -$52K -4,915 -6%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$768K +$260K +24,610 +45%
OAM
162
Oppenheimer Asset Management
New York
$756K +$51.6K +4,880 +7%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$753K -$425K -40,145 -34%
CG
164
Cutler Group
California
$749K +$444K +41,990 +118%
ACA
165
Atlas Capital Advisors
Wyoming
$721K -$8.2K -775 -1%
LBD
166
Landsberg Bennett & Dubbaneh
Florida
$720K +$789K +74,590 New
MC
167
Moors & Cabot
Massachusetts
$707K -$39.6K -3,740 -5%
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$695K +$91.9K +8,690 +14%
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$673K -$36K -3,405 -5%
Brown Advisory
170
Brown Advisory
Maryland
$639K -$4.5K -425 -0.6%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$637K +$507K +47,870 +265%
SI
172
Stephens Inc
Arkansas
$623K +$683K +64,545 New
CAM
173
Congress Asset Management
Massachusetts
$616K
AAM
174
Advisors Asset Management
Colorado
$616K +$59.6K +5,635 +10%
QCG
175
Quadrant Capital Group
Ohio
$614K +$320K +30,285 +86%

SONY Hedge Fund Activity: Q4 2018 in Review

381 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2018, worth a combined $4.61B — down 22% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of SONY and 70 opened new positions — a net loss of 7 holders — while 135 trimmed existing stakes and 103 added.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $56.6M. The largest seller was Primecap Management, cutting an estimated $69.9M.

  • 381 institutional investors held Sony (SONY) as of Q4 2018, down from 393 in Q3 2018.
  • Funds reported $4.61B of Sony stock for Q4 2018, down 22% quarter-over-quarter.
  • 70 funds opened new Sony positions in Q4 2018 and 77 closed out, a net change of -7 holders.
  • The largest Sony buyer in Q4 2018 was Menora Mivtachim Holdings, an estimated $56.6M added.
  • The largest Sony seller in Q4 2018 was Primecap Management, an estimated $69.9M sold.

Based on aggregated 13F filings for Q4 2018.