Sony
SONY
266 hedge funds and large institutions have $3.26B invested in Sony in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 26 closing their positions.
58% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 26
5% more funds holding
Funds holding: 253 → 266 (+13)
1.11% more ownership
Funds ownership: 33.42% → 34.53% (+1.1%)
8% more call options, than puts
Call options by funds: $35.8M | Put options by funds: $33.3M
1% more capital invested
Capital invested by funds: $3.23B → $3.26B (+$32.7M)
3% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 80
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$43.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.7M |
| 3 |
Bank of New York Mellon
New York
|
+$22M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$17.8M |
| 5 |
Morgan Stanley
New York
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.8M |
| 2 |
Primecap Management
Pasadena,
California
|
-$23.2M |
| 3 |
Lazard Asset Management
New York
|
-$16.1M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$12.1M |
| 5 |
SCM
Sanoor Capital Management
Greenwich,
Connecticut
|
-$8.13M |
SONY Hedge Fund Activity: Q3 2017 in Review
266 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2017, worth a combined $3.26B — up 1% from $3.23B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SONY positions and 26 closed out — a net gain of 15 holders — while 78 added to existing stakes and 80 trimmed.
The largest buyer was Millennium Management, adding an estimated $43.4M. The largest seller was Fidelity Investments, cutting an estimated $23.8M.
- 266 institutional investors held Sony (SONY) as of Q3 2017, up from 253 in Q2 2017.
- Funds reported $3.26B of Sony stock for Q3 2017, up 1% quarter-over-quarter.
- 41 funds opened new Sony positions in Q3 2017 and 26 closed out, a net change of +15 holders.
- The largest Sony buyer in Q3 2017 was Millennium Management, an estimated $43.4M added.
- The largest Sony seller in Q3 2017 was Fidelity Investments, an estimated $23.8M sold.
Based on aggregated 13F filings for Q3 2017.