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384 hedge funds and large institutions have $5.7B invested in Sony in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 108 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

61% more call options, than puts

Call options by funds: $144M | Put options by funds: $89.4M

53% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 58

37% more capital invested

Capital invested by funds: $4.17B → $5.7B (+$1.52B)

8% more funds holding

Funds holding: 356384 (+28)

3.93% more ownership

Funds ownership: 38.87%42.79% (+3.9%)

6% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 115

Holders
384
Holders Change
+28
Holders Change %
+7.87%
% of All Funds
8.34%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.39%
New
89
Increased
108
Reduced
115
Closed
58
Calls
$144M
Puts
$89.4M
Net Calls
+$54.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.13B -$46.7M -4,759,460 -2%
Aristotle Capital Management
2
Aristotle Capital Management
California
$353M -$12.7M -1,290,775 -4%
Bank of America
3
Bank of America
North Carolina
$296M +$97.7M +9,955,645 +54%
BlackRock
4
BlackRock
New York
$211M +$155M +15,799,630 +361%
SCP
5
Soroban Capital Partners
New York
$201M +$44.7M +4,553,930 +31%
Renaissance Technologies
6
Renaissance Technologies
New York
$194M +$28.1M +2,865,000 +18%
GI
7
GAMCO Investors
Connecticut
$193M -$7.98M -812,990 -4%
SCM
8
Suvretta Capital Management
New York
$163M +$152M +15,531,850 New
Morgan Stanley
9
Morgan Stanley
New York
$142M -$19.4M -1,978,675 -13%
Boston Partners
10
Boston Partners
Massachusetts
$133M -$6.93M -705,910 -5%
GF
11
Gabelli Funds
New York
$127M -$5.14M -523,500 -4%
TP
12
Third Point
New York
$78.6M
Northern Trust
13
Northern Trust
Illinois
$72.2M +$2.52M +257,160 +4%
PPA
14
Parametric Portfolio Associates
Washington
$60.5M +$6.04M +615,310 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$59.8M -$7.74M -788,735 -12%
MMH
16
Menora Mivtachim Holdings
Israel
$56.1M
AG
17
Aperio Group
California
$42.6M +$2.76M +281,635 +7%
Goldman Sachs
18
Goldman Sachs
New York
$39.3M +$2.27M +231,445 +7%
Wells Fargo
19
Wells Fargo
California
$36.2M +$3.48M +354,760 +11%
MPMG
20
Minneapolis Portfolio Management Group
Minnesota
$33.2M +$3.71M +378,225 +14%
TGHSA
21
TPG Group Holdings (SBS) Advisors
Texas
$32.2M +$30.2M +3,074,250 New
NAM
22
NorthCoast Asset Management
Connecticut
$30.4M +$278K +28,305 +1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$29.3M +$82.8K +8,430 +0.3%
OAMG
24
Odey Asset Management Group
United Kingdom
$27.4M +$25.7M +2,615,905 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$26.4M -$577K -58,740 -2%

SONY Hedge Fund Activity: Q2 2019 in Review

384 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2019, worth a combined $5.7B — up 37% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SONY positions and 58 closed out — a net gain of 31 holders — while 108 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Primecap Management, cutting an estimated $46.7M.

  • 384 institutional investors held Sony (SONY) as of Q2 2019, up from 356 in Q1 2019.
  • Funds reported $5.7B of Sony stock for Q2 2019, up 37% quarter-over-quarter.
  • 89 funds opened new Sony positions in Q2 2019 and 58 closed out, a net change of +31 holders.
  • The largest Sony buyer in Q2 2019 was BlackRock, an estimated $155M added.
  • The largest Sony seller in Q2 2019 was Primecap Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2019.