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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Vigilant Capital Management
Maine
$3K +$2.47K +460 New
PFBT
202
Parkside Financial Bank & Trust
Missouri
$2K
Manulife (Manufacturers Life Insurance)
203
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$724 +135 +90%
Macquarie Group
204
Macquarie Group
Australia
$2K +$2.41K +450 New
TF
205
Tompkins Financial
New York
$1K
RFA
206
Reilly Financial Advisors
California
$1K +$671 +125 New
MWP
207
MYCIO Wealth Partners
Pennsylvania
$1K +$1.05K +195 New
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$411 +$376 +70 New
Millennium Management
209
Millennium Management
New York
-$15M -2,906,575 Closed
PSCM
210
Prince Street Capital Management
New York
-$13.9M -2,709,500 Closed
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
-$13.5M -2,631,340 Closed
CCP
212
Clough Capital Partners
Massachusetts
-$7.81M -1,519,000 Closed
SCM
213
Sabal Capital Management
California
-$3.84M -746,820 Closed
GP
214
GLG Partners
United Kingdom
-$3.3M -641,415 Closed
NAM
215
NorthCoast Asset Management
Connecticut
-$3.04M -590,490 Closed
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
-$2.04M -380,595 Closed
MCM
217
McKinley Capital Management
Alaska
-$1.27M -247,625 Closed
VKH
218
Virtu KCG Holdings
New York
-$1M -194,900 Closed
Capital Fund Management (CFM)
219
Capital Fund Management (CFM)
France
-$910K -176,985 Closed
PAI
220
Pittenger & Anderson Inc
Nebraska
-$640K -124,500 Closed
HighTower Advisors
221
HighTower Advisors
Illinois
-$572K -111,035 Closed
Marshall Wace
222
Marshall Wace
United Kingdom
-$543K -105,625 Closed
BFM
223
Boothbay Fund Management
New York
-$525K -97,780 Closed
MSU
224
Mizuho Securities USA
New York
-$449K -87,265 Closed
PG
225
PEAK6 Group
Illinois
-$464K -86,480 Closed

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.