We are live on ! Find out more
SONY icon

Sony
SONY

167 hedge funds and large institutions have $954M invested in Sony in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

8% more funds holding

Funds holding: 155 → 167 (+12)

0.14% more ownership

Funds ownership: 27.17% → 27.31% (+0.14%)

20% less capital invested

Capital invested by funds: $1.19B → $954M (-$235M)

61% less call options, than puts

Call options by funds: $53.8M | Put options by funds: $139M

Holders
167
Holders Change
+12
Holders Change %
+7.74%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
43
Increased
62
Reduced
36
Closed
31
Calls
$53.8M
Puts
$139M
Net Calls
-$85.4M
Net Calls Change
-$8.22M

Top Buyers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
+$21.9M
2
TCSAM
Tyrus Capital S.A.M.
Monaco
+$19.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$15.1M
5
HT
HAP Trading
New York
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$70.6M
2
YCMGA
York Capital Management Global Advisors
New York
-$27.4M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$24.5M
4
IIM
Ivory Investment Management
New York
-$12.5M
5
BTS
BB&T Securities
Virginia
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
176
Catapult Capital Management
New York
– -$650K -151,020 Closed
UCFA
177
United Capital Financial Advisors
Texas
– -$467K -108,510 Closed
WC
178
Wexford Capital
Florida
– -$452K -105,000 Closed
SGAM
179
Smith Group Asset Management
Texas
– -$285K -66,255 Closed
Credit Agricole
180
Credit Agricole
France
– -$267K -61,895 Closed
ZDA
181
Zweig-DiMenna Associates
New York
– -$258K -60,000 Closed
EMG
182
Ellington Management Group
Connecticut
– -$245K -57,000 Closed
CIP
183
Convergence Investment Partners
Florida
– -$228K -52,915 Closed
BIP
184
Brandes Investment Partners
California
– -$209K -48,500 Closed
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
– -$54K -12,500 Closed
FMA
186
FNY Managed Accounts
New York
– -$54K -12,500 Closed
Walleye Trading
187
Walleye Trading
New York
– -$34.3K -9,285 Closed
FBC
188
Fairfield, Bush & Co
Connecticut
– -$5K -1,250 Closed
MMH
189
Menora Mivtachim Holdings
Israel
– -$4K -1,000 Closed
EWM
190
Evercore Wealth Management
New York
– -$4K -975 Closed
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -785 Closed
ACM
192
Aviance Capital Management
Florida
– -$1K -195 Closed
AC
193
Alexandria Capital
Virginia
– +$18 +5 New
CG
194
Colony Group
Massachusetts
– +$37 +10 New
DOA
195
D'Orazio & Associates
Virginia
– +$203 +55 New
PO
196
Private Ocean
California
– +$462 +125 New
4 5 6 7
8

SONY Hedge Fund Activity: Q4 2013 in Review

167 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2013, worth a combined $954M — down 20% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 31 closed out — a net gain of 12 holders — while 62 added to existing stakes and 36 trimmed.

The largest buyer was GAMCO Investors, adding an estimated $21.9M. The largest seller was Fidelity Investments, cutting an estimated $70.6M.

  • 167 institutional investors held Sony (SONY) as of Q4 2013, up from 155 in Q3 2013.
  • Funds reported $954M of Sony stock for Q4 2013, down 20% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q4 2013 and 31 closed out, a net change of +12 holders.
  • The largest Sony buyer in Q4 2013 was GAMCO Investors, an estimated $21.9M added.
  • The largest Sony seller in Q4 2013 was Fidelity Investments, an estimated $70.6M sold.

Based on aggregated 13F filings for Q4 2013.