Sony
SONY
234 hedge funds and large institutions have $2.81B invested in Sony in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 84 reducing their positions, and 22 closing their positions.
109% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 22
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: 7 → 8 (+1)
12% more capital invested
Capital invested by funds: $2.5B → $2.81B (+$306M)
10% more funds holding
Funds holding: 213 → 234 (+21)
0.27% less ownership
Funds ownership: 33.75% → 33.47% (-0.27%)
40% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$59.9M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$13.7M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$12.6M |
| 4 |
SRFM
Shannon River Fund Management
New York
|
+$10.2M |
| 5 |
TA
Teachers Advisors
New York
|
+$6.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$40.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$19.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17.7M |
| 5 |
Citigroup
New York
|
-$12.4M |
SONY Hedge Fund Activity: Q3 2016 in Review
234 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2016, worth a combined $2.81B — up 12% from $2.5B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SONY positions and 22 closed out — a net gain of 24 holders — while 50 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.
- 234 institutional investors held Sony (SONY) as of Q3 2016, up from 213 in Q2 2016.
- Funds reported $2.81B of Sony stock for Q3 2016, up 12% quarter-over-quarter.
- 46 funds opened new Sony positions in Q3 2016 and 22 closed out, a net change of +24 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.