Sony
SONY
155 hedge funds and large institutions have $1.19B invested in Sony in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 31 closing their positions.
15% more capital invested
Capital invested by funds: $1.03B → $1.19B (+$154M)
3% more ownership
Funds ownership: 24.17% → 27.17% (+3%)
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
6% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 47
1% less funds holding
Funds holding: 157 → 155 (-2)
62% less call options, than puts
Call options by funds: $46.7M | Put options by funds: $124M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$115M |
| 2 |
Alkeon Capital Management
New York
|
+$65.1M |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
+$31.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$26.7M |
| 5 |
Renaissance Technologies
New York
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCMGA
York Capital Management Global Advisors
New York
|
-$45.9M |
| 2 |
Goldman Sachs
New York
|
-$24.5M |
| 3 |
ZDA
Zweig-DiMenna Associates
New York
|
-$23M |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$20.5M |
| 5 |
IIM
Ivory Investment Management
New York
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Acadian Asset Management
Boston,
Massachusetts
| – | -$48K | -11,400 | Closed |
|
|
S
177
SignatureFD
Atlanta,
Georgia
| – | -$32K | -7,500 | Closed |
|
|
OSAM
178
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$15K | -3,520 | Closed |
|
|
TFA
179
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$11K | -2,500 | Closed |
|
180
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$3K | -600 | Closed |
|
|
HI
181
Hudock Inc
Williamsport,
Pennsylvania
| – | -$2K | -375 | Closed |
|
|
FHB
182
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$1K | -345 | Closed |
|
SONY Hedge Fund Activity: Q3 2013 in Review
155 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2013, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SONY positions and 31 closed out — a net gain of 1 holder — while 44 added to existing stakes and 47 trimmed.
The largest buyer was Primecap Management, adding an estimated $115M. The largest seller was York Capital Management Global Advisors, cutting an estimated $45.9M.
- 155 institutional investors held Sony (SONY) as of Q3 2013, down from 157 in Q2 2013.
- Funds reported $1.19B of Sony stock for Q3 2013, up 15% quarter-over-quarter.
- 32 funds opened new Sony positions in Q3 2013 and 31 closed out, a net change of +1 holder.
- The largest Sony buyer in Q3 2013 was Primecap Management, an estimated $115M added.
- The largest Sony seller in Q3 2013 was York Capital Management Global Advisors, an estimated $45.9M sold.
Based on aggregated 13F filings for Q3 2013.