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348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$433K +$1.23K +125 +0.3%
FB
177
Fulton Bank
Pennsylvania
$432K +$439K +44,600 New
Fiera Capital (Canada)
178
Fiera Capital (Canada)
Quebec, Canada
$411K -$6.65K -675 -2%
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$410K +$6.85K +695 +2%
DTL
180
Dynamic Technology Lab
Singapore
$399K -$2.14M -216,790 -84%
TD Asset Management
181
TD Asset Management
Ontario, Canada
$391K +$159K +16,165 +66%
VCA
182
Verdence Capital Advisors
Maryland
$382K -$124K -12,615 -24%
HighTower Advisors
183
HighTower Advisors
Illinois
$373K -$442K -44,875 -54%
HPCM
184
High Pointe Capital Management
Illinois
$371K +$76.3K +7,750 +25%
FGC
185
Financial Gravity Companies
Texas
$364K +$126K +12,805 +49%
FGAM
186
Financial Gravity Asset Management
Texas
$364K +$384K +38,965 New
CCA
187
Checchi Capital Advisers
California
$363K -$105K -10,650 -22%
DWT
188
Dorsey & Whitney Trust
South Dakota
$356K
AIM
189
Anchor Investment Management
South Carolina
$337K -$19.7K -2,000 -5%
SI
190
Scharf Investments
California
$332K -$420K -42,630 -55%
WTC
191
WhitTier Trust Company
Nevada
$327K +$213K +21,615 +177%
BP
192
Ballentine Partners
Massachusetts
$320K -$12.6K -1,275 -4%
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$319K +$236K +23,920 +264%
QCG
194
Quadrant Capital Group
Ohio
$318K
AP
195
Advisor Partners
California
$314K +$320K +32,525 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$313K +$319K +32,405 New
Connor, Clark & Lunn Investment Management (CC&L)
197
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$309K -$11.2M -1,134,300 -97%
S
198
SignatureFD
Georgia
$296K +$301K +30,585 New
PGIM
199
Pacific Global Investment Management
California
$294K
MCM
200
McKinley Capital Management
Alaska
$293K -$1.25M -127,060 -81%

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.