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384 hedge funds and large institutions have $5.7B invested in Sony in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 108 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

61% more call options, than puts

Call options by funds: $144M | Put options by funds: $89.4M

53% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 58

37% more capital invested

Capital invested by funds: $4.17B → $5.7B (+$1.52B)

8% more funds holding

Funds holding: 356384 (+28)

3.93% more ownership

Funds ownership: 38.87%42.79% (+3.9%)

6% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 115

Holders
384
Holders Change
+28
Holders Change %
+7.87%
% of All Funds
8.34%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.39%
New
89
Increased
108
Reduced
115
Closed
58
Calls
$144M
Puts
$89.4M
Net Calls
+$54.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Oppenheimer Asset Management
New York
$1.31M +$331K +33,725 +37%
SIA
152
Sit Investment Associates
Minnesota
$1.31M
GCIA
153
Gabelli & Co Investment Advisers
New York
$1.28M +$123K +12,500 +11%
GLAM
154
Gardner Lewis Asset Management
Pennsylvania
$1.23M +$1.15M +116,950 New
CIM
155
Confluence Investment Management
Missouri
$1.2M +$23.1K +2,350 +2%
M&T Bank
156
M&T Bank
New York
$1.17M +$212K +21,645 +24%
PM
157
Penbrook Management
New York
$1.14M -$152K -15,500 -13%
PHS
158
Pekin Hardy Strauss
Illinois
$1.13M +$1.06M +108,225 New
Geode Capital Management
159
Geode Capital Management
Massachusetts
$1.13M +$70.5K +7,180 +7%
CG
160
Cutler Group
California
$1.12M +$1.03M +104,755 +4,276%
SCM
161
SOL Capital Management
Maryland
$1.11M -$147K -15,000 -12%
SFM
162
Systematic Financial Management
New Jersey
$1.1M +$222K +22,575 +27%
AIM
163
Allen Investment Management
New York
$1.06M
SEC
164
Seven Eight Capital
New York
$1.02M +$960K +97,770 New
GT
165
Greenleaf Trust
Michigan
$1.02M +$57.8K +5,890 +6%
MIFH
166
Migdal Insurance & Financial Holdings
Israel
$976K +$914K +93,115 New
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$974K +$26.2K +2,670 +3%
T. Rowe Price Associates
168
T. Rowe Price Associates
Maryland
$969K +$24.5K +2,500 +3%
WAM
169
World Asset Management
Michigan
$963K -$40.4K -4,115 -4%
QCG
170
Quadrant Capital Group
Ohio
$963K +$434K +44,205 +90%
Pacer Advisors
171
Pacer Advisors
Pennsylvania
$961K +$342K +34,885 +61%
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$927K +$90.7K +9,240 +12%
CG
173
Caprock Group
Idaho
$922K -$123K -12,560 -12%
Simplex Trading
174
Simplex Trading
Illinois
$897K +$841K +85,665 New
Squarepoint
175
Squarepoint
New York
$894K -$5.73M -583,530 -87%

SONY Hedge Fund Activity: Q2 2019 in Review

384 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2019, worth a combined $5.7B — up 37% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SONY positions and 58 closed out — a net gain of 31 holders — while 108 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Primecap Management, cutting an estimated $46.7M.

  • 384 institutional investors held Sony (SONY) as of Q2 2019, up from 356 in Q1 2019.
  • Funds reported $5.7B of Sony stock for Q2 2019, up 37% quarter-over-quarter.
  • 89 funds opened new Sony positions in Q2 2019 and 58 closed out, a net change of +31 holders.
  • The largest Sony buyer in Q2 2019 was BlackRock, an estimated $155M added.
  • The largest Sony seller in Q2 2019 was Primecap Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2019.