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232 hedge funds and large institutions have $2.79B invested in Sony in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

42% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $27.6M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$285M)

9% more funds holding

Funds holding: 212232 (+20)

0.28% less ownership

Funds ownership: 33.75%33.47% (-0.28%)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 84

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
6.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
49
Reduced
84
Closed
23
Calls
$39.2M
Puts
$27.6M
Net Calls
+$11.6M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.47B -$40.6M -6,329,000 -3%
GI
2
GAMCO Investors
Connecticut
$189M -$7.17M -1,118,600 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$140M +$59.9M +9,337,010 +79%
GF
4
Gabelli Funds
New York
$102M -$641K -100,000 -0.6%
Bank of America
5
Bank of America
North Carolina
$88.2M -$17.7M -2,758,345 -17%
Lazard Asset Management
6
Lazard Asset Management
New York
$74.6M +$307K +47,870 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$71.4M -$2.97M -462,665 -4%
Renaissance Technologies
8
Renaissance Technologies
New York
$49.9M -$6.52M -1,017,500 -12%
MPMG
9
Minneapolis Portfolio Management Group
Minnesota
$42.5M -$573K -89,435 -1%
NMC
10
Nine Masts Capital
Hong Kong
$40.7M -$1.78M -278,200 -4%
TA
11
Teachers Advisors
New York
$29M +$6.15M +958,895 +28%
Northern Trust
12
Northern Trust
Illinois
$25.6M -$673K -104,930 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$25M -$20M -3,125,005 -45%
SRFM
14
Shannon River Fund Management
New York
$24.8M +$10.2M +1,586,885 +74%
Goldman Sachs
15
Goldman Sachs
New York
$22.5M +$565K +88,085 +3%
Wells Fargo
16
Wells Fargo
California
$21.1M +$540K +84,230 +3%
AG
17
Aperio Group
California
$21M +$228K +35,530 +1%
ZDA
18
Zweig-DiMenna Associates
New York
$18.3M +$463K +72,220 +3%
PPA
19
Parametric Portfolio Associates
Washington
$17.6M +$943K +147,185 +6%
ClearBridge Investments
20
ClearBridge Investments
New York
$17.2M -$1.47M -228,615 -8%
CCM
21
Conatus Capital Management
Connecticut
$16.6M +$4.7M +733,255 +41%
TIM
22
Thornburg Investment Management
New Mexico
$14.5M -$19.3M -3,017,865 -58%
UBS Group
23
UBS Group
Switzerland
$13.5M -$459K -71,535 -3%
SEI Investments
24
SEI Investments
Pennsylvania
$13.2M +$12.6M +1,968,040 +8,564%
CIP
25
Chartwell Investment Partners
Pennsylvania
$12.3M -$1.71M -266,450 -13%

SONY Hedge Fund Activity: Q3 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2016, worth a combined $2.79B — up 11% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SONY positions and 23 closed out — a net gain of 23 holders — while 49 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.9M. The largest seller was Primecap Management, cutting an estimated $40.6M.

  • 232 institutional investors held Sony (SONY) as of Q3 2016, up from 212 in Q2 2016.
  • Funds reported $2.79B of Sony stock for Q3 2016, up 11% quarter-over-quarter.
  • 46 funds opened new Sony positions in Q3 2016 and 23 closed out, a net change of +23 holders.
  • The largest Sony buyer in Q3 2016 was Fidelity Investments, an estimated $59.9M added.
  • The largest Sony seller in Q3 2016 was Primecap Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2016.