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373 hedge funds and large institutions have $6.41B invested in Sony in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $5.7B → $6.41B (+$713M)

11% more call options, than puts

Call options by funds: $198M | Put options by funds: $178M

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.14% less ownership

Funds ownership: 42.79%42.66% (-0.14%)

3% less funds holding

Funds holding: 384373 (-11)

11% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 129

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

Holders
373
Holders Change
-11
Holders Change %
-2.86%
% of All Funds
8.18%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
54
Increased
115
Reduced
129
Closed
64
Calls
$198M
Puts
$178M
Net Calls
+$20.1M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.37B -$32.9M -2,913,500 -1%
Bank of America
2
Bank of America
North Carolina
$434M +$95.2M +8,427,365 +30%
BlackRock
3
BlackRock
New York
$433M +$186M +16,428,195 +81%
Aristotle Capital Management
4
Aristotle Capital Management
California
$404M +$4.97M +440,515 +1%
GI
5
GAMCO Investors
Connecticut
$192M -$25.1M -2,224,780 -12%
Renaissance Technologies
6
Renaissance Technologies
New York
$171M -$46.6M -4,124,000 -22%
Morgan Stanley
7
Morgan Stanley
New York
$152M -$8.15M -721,305 -5%
Boston Partners
8
Boston Partners
Massachusetts
$142M -$7.2M -637,690 -5%
GF
9
Gabelli Funds
New York
$140M -$4.09M -362,250 -3%
SCM
10
Suvretta Capital Management
New York
$136M -$45.7M -4,050,540 -26%
MNG
11
Manning & Napier Group
New York
$126M +$120M +10,627,895 New
TP
12
Third Point
New York
$88.7M
Northern Trust
13
Northern Trust
Illinois
$82.2M +$680K +60,220 +0.9%
PPA
14
Parametric Portfolio Associates
Washington
$72.3M +$3.79M +335,840 +6%
MMH
15
Menora Mivtachim Holdings
Israel
$62.7M -$661K -58,500 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$60.8M -$6.43M -569,200 -10%
AG
17
Aperio Group
California
$50.5M +$2.33M +206,115 +5%
OAMG
18
Odey Asset Management Group
United Kingdom
$48.3M +$16.6M +1,468,995 +56%
Goldman Sachs
19
Goldman Sachs
New York
$48M +$3.58M +316,890 +8%
TGHSA
20
TPG Group Holdings (SBS) Advisors
Texas
$44.2M +$7.45M +659,490 +21%
Wells Fargo
21
Wells Fargo
California
$43.5M +$2.58M +228,745 +7%
MPMG
22
Minneapolis Portfolio Management Group
Minnesota
$37M -$488K -43,250 -1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$36.7M +$11.4M +1,006,385 +48%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$33M -$124K -11,000 -0.4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$31.5M +$1.62M +143,270 +6%

SONY Hedge Fund Activity: Q3 2019 in Review

373 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2019, worth a combined $6.41B — up 13% from $5.7B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of SONY and 54 opened new positions — a net loss of 10 holders — while 129 trimmed existing stakes and 115 added.

The largest buyer was BlackRock, adding an estimated $186M. The largest seller was Soroban Capital Partners, cutting an estimated $215M.

  • 373 institutional investors held Sony (SONY) as of Q3 2019, down from 384 in Q2 2019.
  • Funds reported $6.41B of Sony stock for Q3 2019, up 13% quarter-over-quarter.
  • 54 funds opened new Sony positions in Q3 2019 and 64 closed out, a net change of -10 holders.
  • The largest Sony buyer in Q3 2019 was BlackRock, an estimated $186M added.
  • The largest Sony seller in Q3 2019 was Soroban Capital Partners, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2019.