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232 hedge funds and large institutions have $2.79B invested in Sony in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

42% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $27.6M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$285M)

9% more funds holding

Funds holding: 212232 (+20)

0.28% less ownership

Funds ownership: 33.75%33.47% (-0.28%)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 84

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
6.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
49
Reduced
84
Closed
23
Calls
$39.2M
Puts
$27.6M
Net Calls
+$11.6M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
176
MSI Financial Services
Massachusetts
$37K +$1.57K +245 +5%
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
AIM
178
Advantage Investment Management
Iowa
$33K
BFEC
179
Benjamin F. Edwards & Company
Missouri
$33K
PCP
180
Proficio Capital Partners
Massachusetts
$33K
ZB
181
Zions Bancorporation
Utah
$30K +$4.39K +685 +18%
AssetMark Inc
182
AssetMark Inc
California
$27K -$1.47M -230,085 -98%
TJHA
183
Thomas J. Herzfeld Advisors
Florida
$27K -$5.9K -920 -19%
First Eagle Investment Management
184
First Eagle Investment Management
New York
$27K
HR
185
Howe & Rusling
New York
$26K +$865 +135 +4%
TRCT
186
Tower Research Capital (TRC)
New York
$25K -$67.1K -10,465 -74%
HNB
187
Huntington National Bank
Ohio
$25K -$39.6K -6,175 -63%
ASN
188
Advisory Services Network
Georgia
$25K -$3.08K -480 -11%
H
189
Hexavest
Quebec, Canada
$23K
PWM
190
Perigon Wealth Management
California
$23K +$22.5K +3,505 New
TCIM
191
TIAA CREF Investment Management
New York
$21.3K +$13.7M +2,139,040 +199%
CAW
192
Cornerstone Advisors (Washington)
Washington
$21K
IIC
193
Integrated Investment Consultants
Michigan
$20K
TCOV
194
Trust Company of Vermont
Vermont
$17K
AA
195
Apriem Advisors
California
$16K
LIA
196
LS Investment Advisors
Michigan
$16K
WT
197
Whittier Trust
California
$16K
TWA
198
TCI Wealth Advisors
Arizona
$15K
CG
199
Cutler Group
California
$13K -$1.44K -225 -10%
KT
200
Kanaly Trust
Texas
$13K -$224 -35 -2%

SONY Hedge Fund Activity: Q3 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2016, worth a combined $2.79B — up 11% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SONY positions and 23 closed out — a net gain of 23 holders — while 49 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.9M. The largest seller was Primecap Management, cutting an estimated $40.6M.

  • 232 institutional investors held Sony (SONY) as of Q3 2016, up from 212 in Q2 2016.
  • Funds reported $2.79B of Sony stock for Q3 2016, up 11% quarter-over-quarter.
  • 46 funds opened new Sony positions in Q3 2016 and 23 closed out, a net change of +23 holders.
  • The largest Sony buyer in Q3 2016 was Fidelity Investments, an estimated $59.9M added.
  • The largest Sony seller in Q3 2016 was Primecap Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2016.