Sony
SONY
229 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 41 closing their positions.
0.45% less ownership
Funds ownership: 33.47% → 33.02% (-0.45%)
2% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 41
2% less funds holding
Funds holding: 234 → 229 (-5)
14% less call options, than puts
Call options by funds: $32M | Put options by funds: $37.2M
17% less capital invested
Capital invested by funds: $2.81B → $2.34B (-$468M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
33% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.4M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$12.3M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$9.69M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$7.1M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
+$5.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRFM
Shannon River Fund Management
New York
|
-$24.8M |
| 2 |
Renaissance Technologies
New York
|
-$16.7M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$13.3M |
| 4 |
ZDA
Zweig-DiMenna Associates
New York
|
-$7.92M |
| 5 |
TA
Teachers Advisors
New York
|
-$7.25M |
SONY Hedge Fund Activity: Q4 2016 in Review
229 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 17% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of SONY and 40 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 54 added.
The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.
- 229 institutional investors held Sony (SONY) as of Q4 2016, down from 234 in Q3 2016.
- Funds reported $2.34B of Sony stock for Q4 2016, down 17% quarter-over-quarter.
- 40 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of -1 holder.
- The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
- The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.
Based on aggregated 13F filings for Q4 2016.