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228 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0.45% less ownership

Funds ownership: 33.47%33.02% (-0.45%)

2% less funds holding

Funds holding: 232228 (-4)

14% less call options, than puts

Call options by funds: $32M | Put options by funds: $37.2M

16% less capital invested

Capital invested by funds: $2.79B → $2.34B (-$446M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
41
Increased
53
Reduced
80
Closed
41
Calls
$32M
Puts
$37.2M
Net Calls
-$5.19M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
201
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K
FHA
202
First Horizon Advisors
Tennessee
$4K
First Manhattan
203
First Manhattan
New York
$4K
WC
204
Whitnell & Co
Illinois
$4K
WIM
205
Westside Investment Management
California
$3.81K +$3.8K +625 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$3K
CFG
207
CKW Financial Group
Hawaii
$3K
MCM
208
Manchester Capital Management
Vermont
$3K
SIC
209
Salem Investment Counselors
North Carolina
$3K +$3.56K +585 New
BKA
210
Brick & Kyle Associates
Pennsylvania
$2K
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K
PFBT
212
Parkside Financial Bank & Trust
Missouri
$2K
TFA
213
Transamerica Financial Advisors
Florida
$2K +$1.91K +315 New
AAP
214
Arax Advisory Partners
Colorado
$2K +$2.1K +345 New
Simplex Trading
215
Simplex Trading
Illinois
$2K +$2.25K +370 New
AssetMark Inc
216
AssetMark Inc
California
$1K -$22.8K -3,760 -94%
FMP
217
Financial Management Professionals
Texas
$1K
RFA
218
Reilly Financial Advisors
California
$1K
TF
219
Tompkins Financial
New York
$1K
FFW
220
Fusion Family Wealth
New York
$1K +$30 +5 New
AWMS
221
Advocacy Wealth Management Services
Georgia
$1K +$1.43K +235 New
WB
222
Webster Bank
Connecticut
$1K +$1.52K +250 New
SPIA
223
Steward Partners Investment Advisory
New York
$1K +$2K +330 New
GEA
224
Glen Eagle Advisors
New Jersey
$701 +$760 +125 New
SRFM
225
Shannon River Fund Management
New York
-$24.8M -3,736,885 Closed

SONY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 16% from $2.79B a quarter earlier.

Fund positioning in SONY was balanced in Q4 2016: 41 funds opened new positions, 41 closed out, 53 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.

  • 228 institutional investors held Sony (SONY) as of Q4 2016, down from 232 in Q3 2016.
  • Funds reported $2.34B of Sony stock for Q4 2016, down 16% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of 0 holders.
  • The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
  • The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2016.