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222 hedge funds and large institutions have $2.22B invested in Sony in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $52.7M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

6% more funds holding

Funds holding: 210222 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.31B → $2.22B (-$95.8M)

1.7% less ownership

Funds ownership: 37.46%35.76% (-1.7%)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
63
Reduced
85
Closed
27
Calls
$81.3M
Puts
$52.7M
Net Calls
+$28.6M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$25K -$19.4K -3,670 -42%
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Missouri
$24K +$2.31K +435 +10%
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K
First Eagle Investment Management
179
First Eagle Investment Management
New York
$20K
HR
180
Howe & Rusling
New York
$18K -$6.94K -1,310 -26%
AIM
181
Advantage Investment Management
Iowa
$18K
H
182
Hexavest
Quebec, Canada
$17K
ZB
183
Zions Bancorporation
Utah
$16K -$5.04K -950 -21%
CAW
184
Cornerstone Advisors (Washington)
Washington
$16K
GWM
185
Gupta Wealth Management
California
$15K
PCP
186
Proficio Capital Partners
Massachusetts
$15K +$15.8K +2,980 New
BlackRock
187
BlackRock
New York
$15K +$15.9K +3,000 New
KT
188
Kanaly Trust
Texas
$14K +$1.62K +305 +12%
S
189
SignatureFD
Georgia
$13K -$874 -165 -6%
AA
190
Apriem Advisors
California
$12K
LIA
191
LS Investment Advisors
Michigan
$12K
VCAM
192
Valentine Capital Asset Management
California
$12K +$13.2K +2,500 New
TWA
193
TCI Wealth Advisors
Arizona
$11K -$2.81K -530 -19%
ASN
194
Advisory Services Network
Georgia
$11K +$1.51K +285 +15%
Bessemer Group
195
Bessemer Group
New Jersey
$10K +$10.7K +2,010 New
AIG
196
American International Group
New York
$9K +$2.07K +390 +25%
IR
197
Invictus RG
Bermuda
$9K +$9.7K +1,830 New
TDC
198
Thompson Davis & Co
Virginia
$8K -$1.7K -320 -16%
AIA
199
Allegis Investment Advisors
Idaho
$8K +$8.4K +1,585 New
WC
200
Whitnell & Co
Illinois
$7K

SONY Hedge Fund Activity: Q4 2015 in Review

222 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2015, worth a combined $2.22B — down 4.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SONY positions and 27 closed out — a net gain of 13 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Primecap Management, adding an estimated $14.7M. The largest seller was Jefferies Group, exiting entirely with an estimated $26.1M sold.

  • 222 institutional investors held Sony (SONY) as of Q4 2015, up from 210 in Q3 2015.
  • Funds reported $2.22B of Sony stock for Q4 2015, down 4.1% quarter-over-quarter.
  • 40 funds opened new Sony positions in Q4 2015 and 27 closed out, a net change of +13 holders.
  • The largest Sony buyer in Q4 2015 was Primecap Management, an estimated $14.7M added.
  • The largest Sony seller in Q4 2015 was Jefferies Group, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.