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384 hedge funds and large institutions have $5.7B invested in Sony in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 108 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

61% more call options, than puts

Call options by funds: $144M | Put options by funds: $89.4M

53% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 58

37% more capital invested

Capital invested by funds: $4.17B → $5.7B (+$1.52B)

8% more funds holding

Funds holding: 356384 (+28)

3.93% more ownership

Funds ownership: 38.87%42.79% (+3.9%)

6% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 115

Holders
384
Holders Change
+28
Holders Change %
+7.87%
% of All Funds
8.34%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.39%
New
89
Increased
108
Reduced
115
Closed
58
Calls
$144M
Puts
$89.4M
Net Calls
+$54.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
201
Frontier Investment Management
Texas
$545K +$511K +52,050 New
JMPWA
202
JP Morgan Private Wealth Advisors
California
$542K +$237K +24,175 +88%
SFSIG
203
San Francisco Sentry Investment Group
California
$542K +$306K +31,150 +151%
WPW
204
Waldron Private Wealth
Pennsylvania
$523K -$491K -50,000 -50%
MML Investors Services
205
MML Investors Services
Massachusetts
$511K +$23.5K +2,390 +5%
BAM
206
Berkshire Asset Management
Pennsylvania
$508K -$7.66K -780 -2%
TSS
207
Two Sigma Securities
New York
$502K +$470K +47,920 New
CPC
208
Cookson Peirce & Co
Pennsylvania
$497K +$466K +47,450 New
RJFSA
209
Raymond James Financial Services Advisors
Florida
$496K -$2.94K -300 -0.6%
IB
210
Intrust Bank
Kansas
$484K -$125K -12,700 -22%
William Blair & Company
211
William Blair & Company
Illinois
$481K -$15.1K -1,535 -3%
CAM
212
Cacti Asset Management
Georgia
$474K -$49.1K -5,000 -10%
RC
213
RegentAtlantic Capital
New Jersey
$464K -$31.1K -3,165 -7%
RIA
214
Realta Investment Advisors
Delaware
$457K -$103K -10,540 -19%
OFS
215
OneAscent Financial Services
Alabama
$446K +$418K +42,610 New
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$443K -$48.4K -4,930 -10%
EVM
217
Eaton Vance Management
Massachusetts
$426K +$140K +14,300 +54%
AI
218
Atria Investments
North Carolina
$423K -$138K -14,065 -27%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$419K -$784K -79,865 -67%
AAP
220
Ardsley Advisory Partners
Connecticut
$419K +$393K +40,000 New
EAM
221
Eagle Asset Management
Florida
$414K -$7.9K -805 -2%
S
222
SignatureFD
Georgia
$411K +$73.4K +7,475 +24%
NERM
223
New England Research & Management
Illinois
$398K -$49.1K -5,000 -12%
PA
224
Pinnacle Associates
New York
$385K -$47.8K -4,870 -12%
BP
225
Ballentine Partners
Massachusetts
$377K +$30.9K +3,145 +10%

SONY Hedge Fund Activity: Q2 2019 in Review

384 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2019, worth a combined $5.7B — up 37% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SONY positions and 58 closed out — a net gain of 31 holders — while 108 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Primecap Management, cutting an estimated $46.7M.

  • 384 institutional investors held Sony (SONY) as of Q2 2019, up from 356 in Q1 2019.
  • Funds reported $5.7B of Sony stock for Q2 2019, up 37% quarter-over-quarter.
  • 89 funds opened new Sony positions in Q2 2019 and 58 closed out, a net change of +31 holders.
  • The largest Sony buyer in Q2 2019 was BlackRock, an estimated $155M added.
  • The largest Sony seller in Q2 2019 was Primecap Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2019.