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234 hedge funds and large institutions have $2.94B invested in Sony in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $2.34B → $2.94B (+$598M)

18% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $19.6M

3% more funds holding

Funds holding: 228234 (+6)

1.45% more ownership

Funds ownership: 33.02%34.47% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
71
Reduced
67
Closed
32
Calls
$23.1M
Puts
$19.6M
Net Calls
+$3.53M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
201
Grove Bank & Trust
Florida
$12K +$11.2K +1,800 New
TDC
202
Thompson Davis & Co
Virginia
$11K
CFD
203
Creative Financial Designs
Indiana
$10K
TIM
204
Thornburg Investment Management
New Mexico
$9K -$12.9M -2,067,130 -100%
CFA
205
Carroll Financial Associates
North Carolina
$9K
WTB
206
Washington Trust Bank
Washington
$9K +$8.1K +1,300 New
DAM
207
Delta Asset Management
Tennessee
$8K +$1.34K +215 +22%
AF
208
Allworth Financial
California
$7K
KTC
209
Kistler-Tiffany Companies
Pennsylvania
$7K
APSP
210
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$3.55K +570 +200%
First Manhattan
212
First Manhattan
New York
$5K
SPIA
213
Steward Partners Investment Advisory
New York
$5K +$2.81K +450 +136%
NSIM
214
North Star Investment Management
Illinois
$5K +$4.67K +750 +5,000%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$4K
HMS
216
Hanseatic Management Services
New Mexico
$4K +$4.05K +650 New
WIM
217
Westside Investment Management
California
$3.28K -$779 -125 -20%
BKA
218
Brick & Kyle Associates
Pennsylvania
$3K
CFG
219
CKW Financial Group
Hawaii
$3K
MCM
220
Manchester Capital Management
Vermont
$3K
PFBT
221
Parkside Financial Bank & Trust
Missouri
$3K
AAP
222
Arax Advisory Partners
Colorado
$2K
AssetMark Inc
223
AssetMark Inc
California
$2K
FMP
224
Financial Management Professionals
Texas
$1K
FFW
225
Fusion Family Wealth
New York
$1K

SONY Hedge Fund Activity: Q1 2017 in Review

234 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2017, worth a combined $2.94B — up 26% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $66.1M. The largest seller was Nine Masts Capital, cutting an estimated $22.1M.

  • 234 institutional investors held Sony (SONY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.94B of Sony stock for Q1 2017, up 26% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q1 2017 was Arrowstreet Capital, an estimated $66.1M added.
  • The largest Sony seller in Q1 2017 was Nine Masts Capital, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.