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336 hedge funds and large institutions have $4.03B invested in Sony in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 23

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

99% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $34.2M

26% more funds holding

Funds holding: 266336 (+70)

24% more capital invested

Capital invested by funds: $3.26B → $4.03B (+$773M)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

0.97% more ownership

Funds ownership: 34.53%35.49% (+0.97%)

Holders
336
Holders Change
+70
Holders Change %
+26.32%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
95
Increased
88
Reduced
80
Closed
23
Calls
$68.2M
Puts
$34.2M
Net Calls
+$34M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.96B -$18.8M -2,192,955 -1%
GI
2
GAMCO Investors
Connecticut
$230M -$12.3M -1,437,580 -5%
Bank of America
3
Bank of America
North Carolina
$157M -$13M -1,508,165 -8%
GF
4
Gabelli Funds
New York
$136M -$1.07M -125,000 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$108M -$4.36M -508,045 -4%
GGHC
6
Gilder Gagnon Howe & Co
New York
$88.1M +$84.1M +9,796,230 New
Lazard Asset Management
7
Lazard Asset Management
New York
$81.9M +$877K +102,140 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$71.3M -$5.3M -617,005 -7%
Deutsche Bank
9
Deutsche Bank
Germany
$68.2M +$37.1M +4,319,420 +132%
Ameriprise
10
Ameriprise
Minnesota
$60.5M +$13.4M +1,557,530 +31%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$59.5M -$2.39M -278,665 -4%
MPMG
12
Minneapolis Portfolio Management Group
Minnesota
$54.6M -$63K -7,335 -0.1%
Millennium Management
13
Millennium Management
New York
$54.4M -$974K -113,445 -2%
Northern Trust
14
Northern Trust
Illinois
$50.8M +$653K +76,060 +1%
BlackRock
15
BlackRock
New York
$42.4M -$15.4M -1,797,070 -28%
Goldman Sachs
16
Goldman Sachs
New York
$41.1M +$5.61M +653,265 +17%
PPA
17
Parametric Portfolio Associates
Washington
$38.8M +$1.77M +206,130 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$33M -$42.9M -4,997,420 -58%
AG
19
Aperio Group
California
$31.3M +$1.5M +174,845 +5%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$27.8M +$14.1M +1,640,000 +113%
Two Sigma Investments
21
Two Sigma Investments
New York
$26.6M +$4.42M +514,135 +21%
Wells Fargo
22
Wells Fargo
California
$26.4M +$2.93M +340,770 +13%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$25.3M +$42.9K +5,000 +0.2%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$16.6M +$81.1K +9,445 +0.5%
Invesco
25
Invesco
Georgia
$16.5M +$1.16M +134,750 +8%

SONY Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2017, worth a combined $4.03B — up 24% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SONY positions and 23 closed out — a net gain of 72 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 336 institutional investors held Sony (SONY) as of Q4 2017, up from 266 in Q3 2017.
  • Funds reported $4.03B of Sony stock for Q4 2017, up 24% quarter-over-quarter.
  • 95 funds opened new Sony positions in Q4 2017 and 23 closed out, a net change of +72 holders.
  • The largest Sony buyer in Q4 2017 was Gilder Gagnon Howe & Co, an estimated $84.1M added.
  • The largest Sony seller in Q4 2017 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.