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155 hedge funds and large institutions have $1.19B invested in Sony in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$154M)

3% more ownership

Funds ownership: 24.17%27.17% (+3%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

1% less funds holding

Funds holding: 157155 (-2)

62% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $124M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
155
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
44
Reduced
47
Closed
31
Calls
$46.7M
Puts
$124M
Net Calls
-$77.2M
Net Calls Change
+$582K
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$442M +$115M +27,090,500 +36%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$85.8M -$9.56M -2,256,500 -10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.7M -$157K -37,000 -0.2%
Alkeon Capital Management
4
Alkeon Capital Management
New York
$72.6M +$65.1M +15,375,000 +1,025%
YCMGA
5
York Capital Management Global Advisors
New York
$65.2M -$45.9M -10,823,810 -42%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$33.6M +$2.22M +525,000 +7%
GF
7
Gabelli Funds
New York
$31.5M +$31.1M +7,330,000 New
Bank of America
8
Bank of America
North Carolina
$27.5M -$742K -175,160 -3%
Renaissance Technologies
9
Renaissance Technologies
New York
$27.4M +$24.3M +5,731,000 +897%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$27.1M +$26.7M +6,299,020 New
MPMG
11
Minneapolis Portfolio Management Group
Minnesota
$20.2M -$172K -40,625 -0.9%
HCMT
12
Highland Capital Management (Texas)
Texas
$20M
Deutsche Bank
13
Deutsche Bank
Germany
$15.1M +$6.72M +1,585,735 +83%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$12.6M -$1.06M -249,070 -8%
IIM
15
Ivory Investment Management
New York
$12.5M -$13M -3,068,070 -51%
LCM
16
LionEye Capital Management
New York
$11.6M +$2.91M +686,000 +34%
TCIM
17
TIAA CREF Investment Management
New York
$11.2M
Morgan Stanley
18
Morgan Stanley
New York
$10.1M +$2.58M +608,160 +35%
BTS
19
BB&T Securities
Virginia
$10M +$987K +233,000 New
MCM
20
Mason Capital Management
New York
$9.59M +$9.44M +2,228,205 New
ST
21
Spot Trading
Illinois
$8.51M +$4.84M +1,142,315 +137%
GI
22
GAMCO Investors
Connecticut
$8.4M +$8.02M +1,894,000 +3,294%
Capital Fund Management (CFM)
23
Capital Fund Management (CFM)
France
$6.82M +$6.71M +1,583,430 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$6.12M +$266K +62,825 +5%
Goldman Sachs
25
Goldman Sachs
New York
$6.06M -$24.5M -5,792,430 -80%

SONY Hedge Fund Activity: Q3 2013 in Review

155 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2013, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SONY positions and 31 closed out — a net gain of 1 holder — while 44 added to existing stakes and 47 trimmed.

The largest buyer was Primecap Management, adding an estimated $115M. The largest seller was York Capital Management Global Advisors, cutting an estimated $45.9M.

  • 155 institutional investors held Sony (SONY) as of Q3 2013, down from 157 in Q2 2013.
  • Funds reported $1.19B of Sony stock for Q3 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Sony positions in Q3 2013 and 31 closed out, a net change of +1 holder.
  • The largest Sony buyer in Q3 2013 was Primecap Management, an estimated $115M added.
  • The largest Sony seller in Q3 2013 was York Capital Management Global Advisors, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2013.