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336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Cutler Group
California
$454K +$153K +17,800 +54%
CAM
177
Cacti Asset Management
Georgia
$450K
QCMA
178
Quad Capital Management Advisors
New York
$450K +$429K +50,000 New
JAM
179
Jolley Asset Management
North Carolina
$449K +$429K +50,000 New
CCA
180
Checchi Capital Advisers
California
$433K +$95.9K +11,160 +30%
LC
181
Lourd Capital
California
$432K +$412K +48,010 New
GIM
182
Granahan Investment Management
Massachusetts
$409K -$101K -11,705 -20%
ASN
183
Advisory Services Network
Georgia
$402K -$27.9K -3,250 -7%
FAAS
184
First Allied Advisory Services
California
$395K -$143K -16,705 -28%
Fiera Capital (Canada)
185
Fiera Capital (Canada)
Quebec, Canada
$388K -$106K -12,285 -22%
AI
186
Atria Investments
North Carolina
$384K +$367K +42,675 New
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$375K -$14.5K -1,690 -4%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$363K +$61.8K +7,190 +22%
NL
189
NVWM LLC
Pennsylvania
$346K +$331K +38,525 New
State Street
190
State Street
Massachusetts
$338K -$60.1K -7,000 -16%
DWT
191
Dorsey & Whitney Trust
South Dakota
$332K +$316K +36,825 New
AIM
192
Anchor Investment Management
South Carolina
$332K -$92.3K -10,750 -23%
AC
193
Athos Capital
Hong Kong
$328K
ATIA
194
American Trust Investment Advisors
New Hampshire
$316K
HC
195
Henshaw Capital
Massachusetts
$312K +$687 +80 +0.2%
BP
196
Ballentine Partners
Massachusetts
$308K +$50.3K +5,860 +21%
1WA
197
180 Wealth Advisors
Washington
$294K +$281K +32,750 New
QCG
198
Quadrant Capital Group
Ohio
$293K
HPC
199
Hobart Private Capital
North Carolina
$286K +$273K +31,795 New
HPCM
200
High Pointe Capital Management
Illinois
$275K +$263K +30,600 New

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.