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253 hedge funds and large institutions have $3.23B invested in Sony in 2017 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 89 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

48% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 60

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $2.94B → $3.23B (+$290M)

8% more funds holding

Funds holding: 234253 (+19)

1.05% less ownership

Funds ownership: 34.47%33.42% (-1%)

21% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $30.8M

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
6.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
51
Increased
89
Reduced
60
Closed
31
Calls
$24.2M
Puts
$30.8M
Net Calls
-$6.6M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FMA
201
FNY Managed Accounts
New York
$28K +$26.6K +3,750 New
H
202
Hexavest
Quebec, Canada
$27K
FC
203
Ferris Capital
Massachusetts
$27K +$24.8K +3,500 New
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$24.8K +3,500 +11,667%
HR
205
Howe & Rusling
New York
$26K -$958 -135 -4%
ASN
206
Advisory Services Network
Georgia
$25K -$1.84K -260 -7%
GWM
207
Geneos Wealth Management
Colorado
$24K +$21.3K +3,000 +1,176%
OIA
208
OneDigital Investment Advisors
Kansas
$24K +$22K +3,100 New
IIC
209
Integrated Investment Consultants
Michigan
$23K
TRCT
210
Tower Research Capital (TRC)
New York
$22K -$7.27K -1,025 -26%
LIA
211
LS Investment Advisors
Michigan
$19K
TCOV
212
Trust Company of Vermont
Vermont
$19K
WT
213
Whittier Trust
California
$18K -$2.23K -315 -12%
TWA
214
TCI Wealth Advisors
Arizona
$17K
EWM
215
Endurance Wealth Management
Rhode Island
$15K
PWM
216
Perigon Wealth Management
California
$15K +$14.2K +2,000 New
WA
217
Winfield Associates
Ohio
$14K
WTB
218
Washington Trust Bank
Washington
$14K +$3.55K +500 +38%
TDC
219
Thompson Davis & Co
Virginia
$13K +$319 +45 +3%
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K +$3.73K +525 +61%
CFA
221
Carroll Financial Associates
North Carolina
$9K -$1.63K -230 -16%
DAM
222
Delta Asset Management
Tennessee
$8K -$1.53K -215 -18%
AF
223
Allworth Financial
California
$8K
RIA
224
RPG Investment Advisory
California
$8K +$7.09K +1,000 New
ZB
225
Zions Bancorporation
Utah
$7K -$5.61K -790 -46%

SONY Hedge Fund Activity: Q2 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2017, worth a combined $3.23B — up 9.9% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SONY positions and 31 closed out — a net gain of 20 holders — while 89 added to existing stakes and 60 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $22.6M. The largest seller was Fidelity Investments, cutting an estimated $92.4M.

  • 253 institutional investors held Sony (SONY) as of Q2 2017, up from 234 in Q1 2017.
  • Funds reported $3.23B of Sony stock for Q2 2017, up 9.9% quarter-over-quarter.
  • 51 funds opened new Sony positions in Q2 2017 and 31 closed out, a net change of +20 holders.
  • The largest Sony buyer in Q2 2017 was Renaissance Technologies, an estimated $22.6M added.
  • The largest Sony seller in Q2 2017 was Fidelity Investments, an estimated $92.4M sold.

Based on aggregated 13F filings for Q2 2017.