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336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
201
Pacific Global Investment Management
California
$273K
EB
202
Eastern Bank
Massachusetts
$270K
HCA
203
Harbour Capital Advisors
Virginia
$270K +$258K +30,000 New
Parallax Volatility Advisers
204
Parallax Volatility Advisers
California
$266K +$72.1K +8,390 +40%
BUB
205
BBVA USA Bancshares
Texas
$263K -$6.79K -790 -3%
ZIM
206
Zacks Investment Management
Illinois
$262K +$250K +29,150 New
Cerity Partners
207
Cerity Partners
New York
$258K -$164K -19,085 -40%
William Blair & Company
208
William Blair & Company
Illinois
$257K -$38.5K -4,485 -14%
Brown Advisory
209
Brown Advisory
Maryland
$256K -$2.62K -305 -1%
FGC
210
Financial Gravity Companies
Texas
$251K +$225K +26,160 New
SSA
211
Schonfeld Strategic Advisors
New York
$249K +$238K +27,720 New
JMPWA
212
JP Morgan Private Wealth Advisors
California
$232K -$17.9K -2,085 -7%
MC
213
Miles Capital
Iowa
$232K +$222K +25,845 New
DADC
214
D.A. Davidson & Co
Montana
$228K -$4.47M -520,180 -95%
FC
215
FCA Corp
Texas
$225K +$215K +25,000 New
TD Asset Management
216
TD Asset Management
Ontario, Canada
$219K -$123K -14,335 -37%
KWA
217
KCS Wealth Advisory
California
$219K +$209K +24,375 New
HH
218
Hilltop Holdings
Texas
$218K +$208K +24,215 New
HSBC Holdings
219
HSBC Holdings
United Kingdom
$215K +$205K +23,905 New
OGC
220
Oak Grove Capital
New Hampshire
$211K +$202K +23,500 New
SWM
221
SeaCrest Wealth Management
New York
$207K +$198K +23,080 New
RJT
222
Raymond James Trust
Florida
$203K +$194K +22,585 New
EWM
223
Endurance Wealth Management
Rhode Island
$197K +$172K +20,000 +1,028%
APA
224
American Portfolios Advisors
New York
$183K +$175K +20,325 New
IA
225
IFP Advisors
Florida
$169K +$47.8K +5,565 +42%

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.