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348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
201
Hobart Private Capital
North Carolina
$293K -$15K -1,525 -5%
HCA
202
Harbour Capital Advisors
Virginia
$292K +$2.46K +250 +0.8%
EB
203
Eastern Bank
Massachusetts
$290K
BTS
204
BB&T Securities
Virginia
$289K -$295K -29,920 -50%
1WA
205
180 Wealth Advisors
Washington
$285K -$29.7K -3,015 -9%
MC
206
Miles Capital
Iowa
$285K +$35.4K +3,595 +14%
Commonwealth Equity Services
207
Commonwealth Equity Services
Massachusetts
$284K +$290K +29,400 New
FAAS
208
First Allied Advisory Services
California
$283K -$140K -14,225 -32%
ZIM
209
Zacks Investment Management
Illinois
$282K
SEC
210
Seven Eight Capital
New York
$276K +$281K +28,500 New
BFG
211
Beacon Financial Group
Texas
$274K +$280K +28,390 New
BUB
212
BBVA USA Bancshares
Texas
$267K -$15.5K -1,570 -5%
SGA
213
Strategic Global Advisors
California
$254K +$259K +26,290 New
FC
214
FCA Corp
Texas
$242K
FHA
215
Flagship Harbor Advisors
Massachusetts
$240K +$245K +24,840 New
Cerity Partners
216
Cerity Partners
New York
$238K -$40.2K -4,085 -14%
IA
217
IFP Advisors
Florida
$236K +$73.9K +7,500 +40%
SWM
218
SeaCrest Wealth Management
New York
$235K +$12.3K +1,250 +5%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$233K -$1.37M -138,610 -85%
ACM
220
Avalon Capital Management
California
$229K -$495K -50,270 -68%
JIP
221
Jaffetilchin Investment Partners
Florida
$228K -$402K -40,795 -63%
JIR
222
James Investment Research
Ohio
$227K +$148K +15,000 +176%
DHFB
223
Dixon Hubard Feinour & Brown
Virginia
$227K +$231K +23,500 New
JMPWA
224
JP Morgan Private Wealth Advisors
California
$225K -$24.7K -2,510 -10%
KWA
225
KCS Wealth Advisory
California
$225K -$11.1K -1,125 -5%

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.