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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
176
First Eagle Investment Management
New York
$23K
HR
177
Howe & Rusling
New York
$22K
H
178
Hexavest
Quebec, Canada
$21K
CAW
179
Cornerstone Advisors (Washington)
Washington
$19K
IIC
180
Integrated Investment Consultants
Michigan
$18K
TCOV
181
Trust Company of Vermont
Vermont
$15K +$13.7K +2,550 New
AA
182
Apriem Advisors
California
$14K
LIA
183
LS Investment Advisors
Michigan
$14K
WT
184
Whittier Trust
California
$14K
CG
185
Cutler Group
California
$13K -$50.9K -9,485 -81%
TWA
186
TCI Wealth Advisors
Arizona
$13K
BlackRock
187
BlackRock
New York
$12K +$10.7K +2,000 New
KT
188
Kanaly Trust
Texas
$11K +$1.61K +300 +18%
TDC
189
Thompson Davis & Co
Virginia
$10K
WA
190
Winfield Associates
Ohio
$10K
BAM
191
Brave Asset Management
New Jersey
$8K
CFA
192
Carroll Financial Associates
North Carolina
$8K
AF
193
Allworth Financial
California
$6K
APSP
194
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K
DAM
195
Delta Asset Management
Tennessee
$6K
KTC
196
Kistler-Tiffany Companies
Pennsylvania
$6K +$5.61K +1,045 New
WC
197
Whitnell & Co
Illinois
$5K
First Manhattan
198
First Manhattan
New York
$4K
CFG
199
CKW Financial Group
Hawaii
$3K
ST
200
Spot Trading
Illinois
$3K +$2.33K +435 New

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.