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222 hedge funds and large institutions have $2.22B invested in Sony in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $52.7M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

6% more funds holding

Funds holding: 210222 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.31B → $2.22B (-$95.8M)

1.7% less ownership

Funds ownership: 37.46%35.76% (-1.7%)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
63
Reduced
85
Closed
27
Calls
$81.3M
Puts
$52.7M
Net Calls
+$28.6M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
201
Carroll Financial Associates
North Carolina
$7K +$7.68K +1,450 New
BWA
202
Burt Wealth Advisors
Maryland
$7K +$8.03K +1,515 New
BAM
203
Brave Asset Management
New Jersey
$6K
DAM
204
Delta Asset Management
Tennessee
$5K
AFP
205
Ausdal Financial Partners
Iowa
$5K +$5.3K +1,000 New
WT
206
Whittier Trust
California
$4K
N
207
Nuveen
North Carolina
$3.65K +$385K +72,675 +11%
First Manhattan
208
First Manhattan
New York
$3K +$3.98K +750 New
PFBT
209
Parkside Financial Bank & Trust
Missouri
$2K -$238 -45 -10%
CFG
210
CKW Financial Group
Hawaii
$2K
KM
211
Kalos Management
Georgia
$2K
MA
212
MUFG Americas
New York
$2K +$2.25K +425 New
QCG
213
Quadrant Capital Group
Ohio
$1K +$927 +175 +53%
JG
214
Jefferies Group
New York
-$26.1M -5,329,740 Closed
OMC
215
Old Mission Capital
Illinois
-$14M -2,858,235 Closed
TM
216
Tiger Management
New York
-$7.91M -1,614,170 Closed
Arrowstreet Capital
217
Arrowstreet Capital
Massachusetts
-$6.15M -1,255,910 Closed
LOAMU
218
Lombard Odier Asset Management (USA)
New York
-$3.75M -764,705 Closed
ACM
219
Advent Capital Management
New York
-$2.52M -475,000 Closed
FNYS
220
First New York Securities
New York
-$2.25M -460,000 Closed
ARTA
221
A.R.T. Advisors
New York
-$2.24M -456,600 Closed
CA
222
Commerzbank Aktiengesellschaft
Germany
-$1.75M -356,960 Closed
WKWM
223
Walter & Keenan Wealth Management
Indiana
-$980K -200,000 Closed
Marshall Wace
224
Marshall Wace
United Kingdom
-$361K -73,680 Closed
TH
225
Timber Hill
Connecticut
-$356K -67,120 Closed

SONY Hedge Fund Activity: Q4 2015 in Review

222 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2015, worth a combined $2.22B — down 4.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SONY positions and 27 closed out — a net gain of 13 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Primecap Management, adding an estimated $14.7M. The largest seller was Jefferies Group, exiting entirely with an estimated $26.1M sold.

  • 222 institutional investors held Sony (SONY) as of Q4 2015, up from 210 in Q3 2015.
  • Funds reported $2.22B of Sony stock for Q4 2015, down 4.1% quarter-over-quarter.
  • 40 funds opened new Sony positions in Q4 2015 and 27 closed out, a net change of +13 holders.
  • The largest Sony buyer in Q4 2015 was Primecap Management, an estimated $14.7M added.
  • The largest Sony seller in Q4 2015 was Jefferies Group, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.