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228 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0.45% less ownership

Funds ownership: 33.47%33.02% (-0.45%)

2% less funds holding

Funds holding: 232228 (-4)

14% less call options, than puts

Call options by funds: $32M | Put options by funds: $37.2M

16% less capital invested

Capital invested by funds: $2.79B → $2.34B (-$446M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
41
Increased
53
Reduced
80
Closed
41
Calls
$32M
Puts
$37.2M
Net Calls
-$5.19M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
176
Thomas J. Herzfeld Advisors
Florida
$23K
First Eagle Investment Management
177
First Eagle Investment Management
New York
$22K
HNB
178
Huntington National Bank
Ohio
$21K
BIM
179
BlackRock Investment Management
Delaware
$21K +$12.5K +2,060 +116%
H
180
Hexavest
Quebec, Canada
$20K
CAW
181
Cornerstone Advisors (Washington)
Washington
$20K +$2.89K +475 +15%
IIC
182
Integrated Investment Consultants
Michigan
$17K
PA
183
Parallel Advisors
California
$17K +$18.4K +3,020 New
TCOV
184
Trust Company of Vermont
Vermont
$16K +$1.85K +305 +12%
LIA
185
LS Investment Advisors
Michigan
$14K
TWA
186
TCI Wealth Advisors
Arizona
$13K
WT
187
Whittier Trust
California
$13K
PWM
188
Perigon Wealth Management
California
$11K -$10.3K -1,695 -48%
AA
189
Apriem Advisors
California
$11K -$3.04K -500 -21%
KT
190
Kanaly Trust
Texas
$11K -$182 -30 -2%
EWM
191
Endurance Wealth Management
Rhode Island
$11K
BlackRock
192
BlackRock
New York
$11K +$12.2K +2,000 New
WA
193
Winfield Associates
Ohio
$10K
TDC
194
Thompson Davis & Co
Virginia
$9K
CFA
195
Carroll Financial Associates
North Carolina
$8K
CFD
196
Creative Financial Designs
Indiana
$8K +$9.11K +1,500 New
CG
197
Cutler Group
California
$7K -$3.92K -645 -32%
AF
198
Allworth Financial
California
$6K
DAM
199
Delta Asset Management
Tennessee
$6K
KTC
200
Kistler-Tiffany Companies
Pennsylvania
$6K

SONY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 16% from $2.79B a quarter earlier.

Fund positioning in SONY was balanced in Q4 2016: 41 funds opened new positions, 41 closed out, 53 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.

  • 228 institutional investors held Sony (SONY) as of Q4 2016, down from 232 in Q3 2016.
  • Funds reported $2.34B of Sony stock for Q4 2016, down 16% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of 0 holders.
  • The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
  • The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2016.