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210 hedge funds and large institutions have $2.23B invested in Sony in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.22B → $2.23B (+$8.88M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.47% less ownership

Funds ownership: 35.76%34.29% (-1.5%)

5% less funds holding

Funds holding: 222210 (-12)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

18% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $17.4M

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

Holders
210
Holders Change
-12
Holders Change %
-5.41%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
35
Increased
65
Reduced
73
Closed
46
Calls
$14.2M
Puts
$17.4M
Net Calls
-$3.11M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.19B +$32.8M +7,143,500 +3%
GI
2
GAMCO Investors
Connecticut
$151M -$2.89M -629,750 -2%
GF
3
Gabelli Funds
New York
$79.1M +$298K +65,000 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$57.4M -$1.47M -320,610 -3%
Lazard Asset Management
5
Lazard Asset Management
New York
$56M +$3.56M +777,360 +8%
Renaissance Technologies
6
Renaissance Technologies
New York
$50.8M +$1.34M +291,500 +3%
Bank of America
7
Bank of America
North Carolina
$45.5M +$1.61M +351,615 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$42.9M -$16.5M -3,598,955 -30%
TIM
9
Thornburg Investment Management
New Mexico
$38.6M -$2.26M -492,845 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$35.4M +$105K +22,900 +0.3%
MPMG
11
Minneapolis Portfolio Management Group
Minnesota
$35.4M -$1.66M -362,240 -5%
NMC
12
Nine Masts Capital
Hong Kong
$26.1M -$171K -37,330 -0.7%
Northern Trust
13
Northern Trust
Illinois
$20.5M +$539K +117,480 +3%
Goldman Sachs
14
Goldman Sachs
New York
$18.9M +$4.29M +936,370 +34%
KG
15
Killen Group
Pennsylvania
$18.7M -$884K -192,725 -5%
TA
16
Teachers Advisors
New York
$18.1M -$3.74K -815 -0%
Wells Fargo
17
Wells Fargo
California
$17.7M +$14.7K +3,205 +0.1%
MAM
18
Marketfield Asset Management
New York
$16.1M -$3.95M -860,910 -22%
AG
19
Aperio Group
California
$15.4M +$661K +144,050 +5%
Millennium Management
20
Millennium Management
New York
$15M +$539K +117,630 +4%
ClearBridge Investments
21
ClearBridge Investments
New York
$14.7M +$2.7M +588,945 +26%
PSCM
22
Prince Street Capital Management
New York
$13.9M +$12.4M +2,709,500 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$13.5M +$11.3M +2,472,890 +1,561%
PIA
24
Pleiad Investment Advisors
Hong Kong
$13.1M
UBS Group
25
UBS Group
Switzerland
$12M +$572K +124,675 +6%