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234 hedge funds and large institutions have $2.94B invested in Sony in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $2.34B → $2.94B (+$598M)

18% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $19.6M

3% more funds holding

Funds holding: 228234 (+6)

1.45% more ownership

Funds ownership: 33.02%34.47% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
71
Reduced
67
Closed
32
Calls
$23.1M
Puts
$19.6M
Net Calls
+$3.53M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
176
Advantage Investment Management
Iowa
$34K
BFEC
177
Benjamin F. Edwards & Company
Missouri
$34K
DADC
178
D.A. Davidson & Co
Montana
$32K -$178K -28,580 -86%
First Eagle Investment Management
179
First Eagle Investment Management
New York
$27K
TRCT
180
Tower Research Capital (TRC)
New York
$27K +$24.6K +3,940 New
OAM
181
Oppenheimer Asset Management
New York
$27K +$24.8K +3,980 New
CAW
182
Cornerstone Advisors (Washington)
Washington
$25K
HR
183
Howe & Rusling
New York
$24K -$17.1K -2,745 -43%
H
184
Hexavest
Quebec, Canada
$24K
ASN
185
Advisory Services Network
Georgia
$24K +$22.1K +3,545 New
PA
186
Parallel Advisors
California
$22K +$592 +95 +3%
IIC
187
Integrated Investment Consultants
Michigan
$20K
WT
188
Whittier Trust
California
$18K +$1.96K +315 +13%
AIM
189
Acrospire Investment Management
Illinois
$18K +$16.8K +2,700 New
GI
190
Gradient Investments
Minnesota
$18K +$17K +2,730 New
TCOV
191
Trust Company of Vermont
Vermont
$17K -$1.9K -305 -11%
LIA
192
LS Investment Advisors
Michigan
$17K
QI
193
QS Investors
New York
$17K +$15.6K +2,500 New
TWA
194
TCI Wealth Advisors
Arizona
$15K -$374 -60 -3%
AA
195
Apriem Advisors
California
$13K
EWM
196
Endurance Wealth Management
Rhode Island
$13K
Twin Tree Management
197
Twin Tree Management
Texas
$13K +$11.8K +1,890 New
ZB
198
Zions Bancorporation
Utah
$12K -$19K -3,045 -64%
WA
199
Winfield Associates
Ohio
$12K +$467 +75 +4%
BIG
200
Bellwether Investment Group
Tennessee
$12K +$10.9K +1,755 New

SONY Hedge Fund Activity: Q1 2017 in Review

234 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2017, worth a combined $2.94B — up 26% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $66.1M. The largest seller was Nine Masts Capital, cutting an estimated $22.1M.

  • 234 institutional investors held Sony (SONY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.94B of Sony stock for Q1 2017, up 26% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q1 2017 was Arrowstreet Capital, an estimated $66.1M added.
  • The largest Sony seller in Q1 2017 was Nine Masts Capital, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.