We are live on ! Find out more

222 hedge funds and large institutions have $2.22B invested in Sony in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $52.7M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

6% more funds holding

Funds holding: 210222 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.31B → $2.22B (-$95.8M)

1.7% less ownership

Funds ownership: 37.46%35.76% (-1.7%)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
63
Reduced
85
Closed
27
Calls
$81.3M
Puts
$52.7M
Net Calls
+$28.6M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.1B +$14.7M +2,778,500 +1%
GI
2
GAMCO Investors
Connecticut
$147M -$2.03M -382,250 -1%
GF
3
Gabelli Funds
New York
$75.3M -$371K -70,000 -0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$58.8M +$14.1M +2,656,500 +29%
Morgan Stanley
5
Morgan Stanley
New York
$56.5M +$346K +65,220 +0.6%
Lazard Asset Management
6
Lazard Asset Management
New York
$49.7M -$15.4M -2,911,770 -22%
Renaissance Technologies
7
Renaissance Technologies
New York
$47.1M -$3.36M -634,505 -6%
Bank of America
8
Bank of America
North Carolina
$41.8M -$24M -4,528,510 -35%
TIM
9
Thornburg Investment Management
New Mexico
$39.3M -$5.27M -993,595 -11%
MPMG
10
Minneapolis Portfolio Management Group
Minnesota
$35.6M -$1.26M -237,585 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$33.8M -$3.58M -676,195 -9%
AVC
12
Arlington Value Capital
Utah
$32.8M -$23.4M -4,413,140 -40%
ZDA
13
Zweig-DiMenna Associates
New York
$28M +$5.02M +948,080 +20%
NMC
14
Nine Masts Capital
Hong Kong
$25.6M -$7.8M -1,470,970 -22%
Barclays
15
Barclays
United Kingdom
$24.8M +$1.71M +323,375 +7%
MAM
16
Marketfield Asset Management
New York
$19.7M -$4.58M -864,305 -18%
Northern Trust
17
Northern Trust
Illinois
$19.2M +$1.54M +291,135 +8%
KG
18
Killen Group
Pennsylvania
$18.9M -$919K -173,485 -4%
TA
19
Teachers Advisors
New York
$17.3M -$363K -68,405 -2%
Wells Fargo
20
Wells Fargo
California
$16.9M -$1.61M -303,875 -8%
AG
21
Aperio Group
California
$14M +$721K +135,965 +5%
Millennium Management
22
Millennium Management
New York
$13.7M +$4.1M +773,610 +38%
Goldman Sachs
23
Goldman Sachs
New York
$13.4M -$2.74M -517,595 -16%
PIA
24
Pleiad Investment Advisors
Hong Kong
$12.5M +$13.5M +2,545,000 New
ClearBridge Investments
25
ClearBridge Investments
New York
$11.2M +$2.49M +469,045 +26%

SONY Hedge Fund Activity: Q4 2015 in Review

222 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2015, worth a combined $2.22B — down 4.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SONY positions and 27 closed out — a net gain of 13 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Primecap Management, adding an estimated $14.7M. The largest seller was Jefferies Group, exiting entirely with an estimated $26.1M sold.

  • 222 institutional investors held Sony (SONY) as of Q4 2015, up from 210 in Q3 2015.
  • Funds reported $2.22B of Sony stock for Q4 2015, down 4.1% quarter-over-quarter.
  • 40 funds opened new Sony positions in Q4 2015 and 27 closed out, a net change of +13 holders.
  • The largest Sony buyer in Q4 2015 was Primecap Management, an estimated $14.7M added.
  • The largest Sony seller in Q4 2015 was Jefferies Group, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.