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348 hedge funds and large institutions have $4.27B invested in Sony in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $80.1M

6% more capital invested

Capital invested by funds: $4.03B → $4.27B (+$234M)

4% more funds holding

Funds holding: 336348 (+12)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.62% less ownership

Funds ownership: 35.49%34.88% (-0.62%)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
7.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
54
Increased
113
Reduced
107
Closed
39
Calls
$90.1M
Puts
$80.1M
Net Calls
+$10M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.1B -$7.11M -722,140 -0.3%
GI
2
GAMCO Investors
Connecticut
$233M -$14.3M -1,454,230 -6%
Bank of America
3
Bank of America
North Carolina
$164M -$4.49M -455,780 -3%
GF
4
Gabelli Funds
New York
$144M -$2.12M -215,000 -1%
Morgan Stanley
5
Morgan Stanley
New York
$116M +$245K +24,830 +0.2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$67.5M +$3.57M +362,405 +5%
GGHC
7
Gilder Gagnon Howe & Co
New York
$67.4M -$27.9M -2,828,445 -29%
Ameriprise
8
Ameriprise
Minnesota
$63.8M -$1.04M -105,775 -2%
Lazard Asset Management
9
Lazard Asset Management
New York
$60M -$28.6M -2,898,560 -32%
MPMG
10
Minneapolis Portfolio Management Group
Minnesota
$58.2M -$525K -53,305 -0.9%
Northern Trust
11
Northern Trust
Illinois
$56.5M +$1.86M +189,120 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$48.1M -$29.1M -2,957,000 -37%
PPA
13
Parametric Portfolio Associates
Washington
$47.3M +$5.71M +579,760 +13%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$44.5M +$14.9M +1,510,500 +49%
Millennium Management
15
Millennium Management
New York
$42.3M -$16.5M -1,675,275 -28%
BlackRock
16
BlackRock
New York
$41.5M -$4.21M -426,870 -9%
Wells Fargo
17
Wells Fargo
California
$39.4M +$11.2M +1,137,980 +39%
Goldman Sachs
18
Goldman Sachs
New York
$36.4M -$7.98M -810,490 -18%
AG
19
Aperio Group
California
$35.2M +$1.56M +157,965 +5%
OCAM
20
Onex Canada Asset Management
Ontario, Canada
$35.1M +$35.7M +3,626,090 New
NAM
21
NorthCoast Asset Management
Connecticut
$30M +$25.9M +2,626,860 +552%
Deutsche Bank
22
Deutsche Bank
Germany
$27.9M -$46.2M -4,693,520 -62%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$27.2M
Invesco
24
Invesco
Georgia
$25.4M +$7.74M +785,605 +43%
Two Sigma Investments
25
Two Sigma Investments
New York
$24.1M -$4.69M -476,075 -16%

SONY Hedge Fund Activity: Q1 2018 in Review

348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2018, worth a combined $4.27B — up 5.8% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SONY positions and 39 closed out — a net gain of 15 holders — while 113 added to existing stakes and 107 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $35.7M. The largest seller was Deutsche Bank, cutting an estimated $46.2M.

  • 348 institutional investors held Sony (SONY) as of Q1 2018, up from 336 in Q4 2017.
  • Funds reported $4.27B of Sony stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q1 2018 and 39 closed out, a net change of +15 holders.
  • The largest Sony buyer in Q1 2018 was Onex Canada Asset Management, an estimated $35.7M added.
  • The largest Sony seller in Q1 2018 was Deutsche Bank, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2018.