We are live on ! Find out more
SONY icon

Sony
SONY

168 hedge funds and large institutions have $981M invested in Sony in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

8% more funds holding

Funds holding: 155 → 168 (+13)

0.22% more ownership

Funds ownership: 27.09% → 27.31% (+0.22%)

17% less capital invested

Capital invested by funds: $1.18B → $981M (-$199M)

61% less call options, than puts

Call options by funds: $53.8M | Put options by funds: $139M

Holders
168
Holders Change
+13
Holders Change %
+8.39%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
62
Reduced
36
Closed
31
Calls
$53.8M
Puts
$139M
Net Calls
-$85.4M
Net Calls Change
-$8.23M

Top Buyers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
+$21.9M
2
TCSAM
Tyrus Capital S.A.M.
Monaco
+$19.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$15.1M
5
HT
HAP Trading
New York
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$70.6M
2
YCMGA
York Capital Management Global Advisors
New York
-$27.4M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$24.5M
4
IIM
Ivory Investment Management
New York
-$12.5M
5
MCM
Mason Capital Management
New York
-$9.59M

SONY Hedge Fund Activity: Q4 2013 in Review

168 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2013, worth a combined $981M — down 17% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SONY positions and 31 closed out — a net gain of 13 holders — while 62 added to existing stakes and 36 trimmed.

The largest buyer was GAMCO Investors, adding an estimated $21.9M. The largest seller was Fidelity Investments, cutting an estimated $70.6M.

  • 168 institutional investors held Sony (SONY) as of Q4 2013, up from 155 in Q3 2013.
  • Funds reported $981M of Sony stock for Q4 2013, down 17% quarter-over-quarter.
  • 44 funds opened new Sony positions in Q4 2013 and 31 closed out, a net change of +13 holders.
  • The largest Sony buyer in Q4 2013 was GAMCO Investors, an estimated $21.9M added.
  • The largest Sony seller in Q4 2013 was Fidelity Investments, an estimated $70.6M sold.

Based on aggregated 13F filings for Q4 2013.