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212 hedge funds and large institutions have $2.5B invested in Sony in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$275M)

1% more funds holding

Funds holding: 210212 (+2)

0.54% less ownership

Funds ownership: 34.29%33.75% (-0.54%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
43
Increased
55
Reduced
70
Closed
36
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.34B -$16.1M -3,005,500 -1%
GI
2
GAMCO Investors
Connecticut
$174M +$1.63M +304,575 +1%
Bank of America
3
Bank of America
North Carolina
$94.1M +$38.5M +7,183,395 +81%
GF
4
Gabelli Funds
New York
$90.6M +$376K +70,000 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$69.2M +$18.5M +3,454,350 +41%
Morgan Stanley
6
Morgan Stanley
New York
$65.8M +$274K +51,140 +0.5%
Lazard Asset Management
7
Lazard Asset Management
New York
$65.6M +$1.6M +298,920 +3%
Renaissance Technologies
8
Renaissance Technologies
New York
$50.1M -$7.15M -1,332,000 -13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$40.5M +$64.4K +12,000 +0.2%
MPMG
10
Minneapolis Portfolio Management Group
Minnesota
$38.1M -$2.04M -380,250 -6%
NMC
11
Nine Masts Capital
Hong Kong
$37.8M +$7.81M +1,456,280 +29%
TIM
12
Thornburg Investment Management
New Mexico
$30.6M -$12.3M -2,296,550 -31%
Northern Trust
13
Northern Trust
Illinois
$23.2M -$349K -65,125 -2%
TA
14
Teachers Advisors
New York
$20M -$562K -104,810 -3%
Goldman Sachs
15
Goldman Sachs
New York
$19.4M -$1.96M -364,735 -10%
AG
16
Aperio Group
California
$18.4M +$787K +146,640 +5%
Wells Fargo
17
Wells Fargo
California
$18.1M -$1.87M -347,870 -10%
ClearBridge Investments
18
ClearBridge Investments
New York
$16.6M -$182K -33,865 -1%
ZDA
19
Zweig-DiMenna Associates
New York
$15.7M +$7.15M +1,332,010 +99%
Citigroup
20
Citigroup
New York
$15.5M +$10.1M +1,876,040 +247%
PPA
21
Parametric Portfolio Associates
Washington
$14.7M +$1.88M +349,810 +16%
MAM
22
Marketfield Asset Management
New York
$13.3M -$4.66M -869,155 -28%
SRFM
23
Shannon River Fund Management
New York
$12.6M +$11.5M +2,150,000 New
CIP
24
Chartwell Investment Partners
Pennsylvania
$12.4M +$11.4M +2,115,920 New
UBS Group
25
UBS Group
Switzerland
$12.4M -$1.21M -224,950 -10%

SONY Hedge Fund Activity: Q2 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2016, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONY positions and 36 closed out — a net gain of 7 holders — while 55 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $38.5M. The largest seller was Primecap Management, cutting an estimated $16.1M.

  • 212 institutional investors held Sony (SONY) as of Q2 2016, up from 210 in Q1 2016.
  • Funds reported $2.5B of Sony stock for Q2 2016, up 12% quarter-over-quarter.
  • 43 funds opened new Sony positions in Q2 2016 and 36 closed out, a net change of +7 holders.
  • The largest Sony buyer in Q2 2016 was Bank of America, an estimated $38.5M added.
  • The largest Sony seller in Q2 2016 was Primecap Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.