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381 hedge funds and large institutions have $4.61B invested in Sony in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $86.1M | Put options by funds: $64.6M

0.87% less ownership

Funds ownership: 38.5%37.64% (-0.87%)

9% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 77

3% less funds holding

Funds holding: 393381 (-12)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $5.93B → $4.61B (-$1.32B)

24% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 135

Holders
381
Holders Change
-12
Holders Change %
-3.05%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
70
Increased
103
Reduced
135
Closed
77
Calls
$86.1M
Puts
$64.6M
Net Calls
+$21.5M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
201
ETrade Capital Management
Virginia
$410K +$117K +11,080 +35%
BTS
202
BB&T Securities
Virginia
$408K -$21.7K -2,050 -5%
QSS
203
Quantitative Systematic Strategies
Florida
$403K +$144K +13,635 +49%
FB
204
Fulton Bank
Pennsylvania
$398K -$90.8K -8,585 -17%
CCA
205
Checchi Capital Advisers
California
$393K -$8.25K -780 -2%
ST
206
Sageworth Trust
Pennsylvania
$386K
PCM
207
Penserra Capital Management
California
$365K -$18.4K -1,735 -4%
BP
208
Ballentine Partners
Massachusetts
$364K -$6.14K -580 -2%
MML Investors Services
209
MML Investors Services
Massachusetts
$360K -$22.1K -2,090 -5%
QT
210
Quantbot Technologies
New York
$357K +$392K +37,020 New
FHA
211
Flagship Harbor Advisors
Massachusetts
$354K +$39.4K +3,725 +11%
HPCM
212
High Pointe Capital Management
Illinois
$350K -$14.8K -1,400 -4%
PAG
213
Private Advisory Group
Washington
$348K +$381K +36,050 New
S
214
SignatureFD
Georgia
$346K +$6.14K +580 +2%
HIIFS
215
Harel Insurance Investments & Financial Services
Israel
$340K -$371K -35,100 -50%
EVM
216
Eaton Vance Management
Massachusetts
$340K +$47.2K +4,460 +15%
AIM
217
Anchor Investment Management
South Carolina
$337K
CA
218
Cetera Advisors
Colorado
$332K +$364K +34,370 New
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$309K -$423 -40 -0.1%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$299K -$154K -14,600 -32%
NERM
221
New England Research & Management
Illinois
$297K +$74.1K +7,000 +29%
PGIM
222
Pacific Global Investment Management
California
$293K
EB
223
Eastern Bank
Massachusetts
$290K
LC
224
Lourd Capital
California
$285K -$3.49K -330 -1%
WTC
225
WhitTier Trust Company
Nevada
$280K

SONY Hedge Fund Activity: Q4 2018 in Review

381 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2018, worth a combined $4.61B — down 22% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of SONY and 70 opened new positions — a net loss of 7 holders — while 135 trimmed existing stakes and 103 added.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $56.6M. The largest seller was Primecap Management, cutting an estimated $69.9M.

  • 381 institutional investors held Sony (SONY) as of Q4 2018, down from 393 in Q3 2018.
  • Funds reported $4.61B of Sony stock for Q4 2018, down 22% quarter-over-quarter.
  • 70 funds opened new Sony positions in Q4 2018 and 77 closed out, a net change of -7 holders.
  • The largest Sony buyer in Q4 2018 was Menora Mivtachim Holdings, an estimated $56.6M added.
  • The largest Sony seller in Q4 2018 was Primecap Management, an estimated $69.9M sold.

Based on aggregated 13F filings for Q4 2018.