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234 hedge funds and large institutions have $2.94B invested in Sony in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $2.34B → $2.94B (+$598M)

18% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $19.6M

3% more funds holding

Funds holding: 228234 (+6)

1.45% more ownership

Funds ownership: 33.02%34.47% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
71
Reduced
67
Closed
32
Calls
$23.1M
Puts
$19.6M
Net Calls
+$3.53M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.51B +$15.4M +2,477,500 +1%
GI
2
GAMCO Investors
Connecticut
$184M -$4.18M -670,790 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$167M -$6.65M -1,067,500 -4%
Bank of America
4
Bank of America
North Carolina
$108M +$22.3M +3,576,580 +29%
GF
5
Gabelli Funds
New York
$103M +$125K +20,000 +0.1%
Lazard Asset Management
6
Lazard Asset Management
New York
$74.2M +$323K +51,805 +0.5%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$71.5M +$66.1M +10,599,795 New
Morgan Stanley
8
Morgan Stanley
New York
$69.1M -$7.84M -1,257,355 -11%
MPMG
9
Minneapolis Portfolio Management Group
Minnesota
$40.7M +$196K +31,375 +0.5%
Renaissance Technologies
10
Renaissance Technologies
New York
$38.2M +$5.55M +891,000 +19%
Northern Trust
11
Northern Trust
Illinois
$37.5M +$676K +108,470 +2%
BlackRock
12
BlackRock
New York
$34.8M +$32.1M +5,153,535 +257,677%
Goldman Sachs
13
Goldman Sachs
New York
$28.3M +$6.18M +991,690 +31%
PPA
14
Parametric Portfolio Associates
Washington
$22.5M +$2.1M +336,185 +11%
TA
15
Teachers Advisors
New York
$21.1M -$304K -48,755 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$20.9M -$1.78M -285,490 -8%
Wells Fargo
17
Wells Fargo
California
$19.7M +$44.1K +7,075 +0.2%
AG
18
Aperio Group
California
$18.9M +$2.21M +354,700 +14%
CIP
19
Chartwell Investment Partners
Pennsylvania
$18.2M +$795K +127,500 +5%
ClearBridge Investments
20
ClearBridge Investments
New York
$16.2M -$91K -14,600 -0.6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$13.4M +$11M +1,770,435 +821%
ACM
22
Aviance Capital Management
Florida
$12.9M -$1.62M -259,640 -12%
SEI Investments
23
SEI Investments
Pennsylvania
$12.2M -$1.85M -296,950 -14%
NMC
24
Nine Masts Capital
Hong Kong
$11.6M -$22.1M -3,548,150 -67%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$9.84M +$698K +111,995 +8%

SONY Hedge Fund Activity: Q1 2017 in Review

234 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2017, worth a combined $2.94B — up 26% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SONY positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $66.1M. The largest seller was Nine Masts Capital, cutting an estimated $22.1M.

  • 234 institutional investors held Sony (SONY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.94B of Sony stock for Q1 2017, up 26% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Sony buyer in Q1 2017 was Arrowstreet Capital, an estimated $66.1M added.
  • The largest Sony seller in Q1 2017 was Nine Masts Capital, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.