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174 hedge funds and large institutions have $1.35B invested in Sony in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.44% more ownership

Funds ownership: 33.89%38.34% (+4.4%)

0% more capital invested

Capital invested by funds: $1.35B → $1.35B (+$1.49M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 176174 (-2)

45% less call options, than puts

Call options by funds: $73.9M | Put options by funds: $134M

Holders
174
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
68
Reduced
44
Closed
27
Calls
$73.9M
Puts
$134M
Net Calls
-$60M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FNYS
176
First New York Securities
New York
-$1.11M -290,000 Closed
Jane Street
177
Jane Street
New York
-$1.05M -275,910 Closed
JG
178
Jefferies Group
New York
-$956K -250,000 Closed
AI
179
Atria Investments
North Carolina
-$880K -230,195 Closed
SCM
180
Sterling Capital Management
North Carolina
-$866K -226,510 Closed
QIM
181
Quantitative Investment Management
Virginia
-$546K -143,000 Closed
NA
182
Navellier & Associates
Nevada
-$445K -116,375 Closed
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
-$371K -97,115 Closed
SGH
184
Schonfeld Group Holdings
New York
-$360K -94,145 Closed
CIM
185
CIM Investment Management
Pennsylvania
-$261K -68,205 Closed
STIA
186
Stone Toro Investment Advisers
New Jersey
-$224K -58,500 Closed
First Trust Advisors
187
First Trust Advisors
Illinois
-$207K -54,205 Closed
Walleye Trading
188
Walleye Trading
New York
-$185K -53,430 Closed
PGIM
189
Pacific Global Investment Management
California
-$204K -53,275 Closed
EMG
190
Ellington Management Group
Connecticut
-$197K -51,500 Closed
Marshall Wace
191
Marshall Wace
United Kingdom
-$117K -30,720 Closed
GI
192
Gradient Investments
Minnesota
-$2K -530 Closed
S
193
SignatureFD
Georgia
-$1K -290 Closed
NSIM
194
North Star Investment Management
Illinois
+$52 +15 New

SONY Hedge Fund Activity: Q2 2014 in Review

174 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2014, worth a combined $1.35B — up 0.11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SONY and 25 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 68 added.

The largest buyer was Primecap Management, adding an estimated $44.6M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $23.9M sold.

  • 174 institutional investors held Sony (SONY) as of Q2 2014, down from 176 in Q1 2014.
  • Funds reported $1.35B of Sony stock for Q2 2014, up 0.11% quarter-over-quarter.
  • 25 funds opened new Sony positions in Q2 2014 and 27 closed out, a net change of -2 holders.
  • The largest Sony buyer in Q2 2014 was Primecap Management, an estimated $44.6M added.
  • The largest Sony seller in Q2 2014 was York Capital Management Global Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2014.