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356 hedge funds and large institutions have $3.43B invested in Sonos in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $246M | Put options by funds: $89.4M

30% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 46

4% more funds holding

Funds holding: 343356 (+13)

3% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 119

3.61% less ownership

Funds ownership: 82.21%78.6% (-3.6%)

7% less capital invested

Capital invested by funds: $3.68B → $3.43B (-$250M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
356
Holders Change
+13
Holders Change %
+3.79%
% of All Funds
6.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
60
Increased
123
Reduced
119
Closed
46
Calls
$246M
Puts
$89.4M
Net Calls
+$157M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
226
Prudential Financial
New Jersey
$381K -$3.05M -81,511 -88%
HSBC Holdings
227
HSBC Holdings
United Kingdom
$380K +$403K +10,781 New
PIMG
228
Patriot Investment Management Group
Tennessee
$369K -$4.94K -132 -1%
HFP
229
Holistic Financial Partners
Indiana
$369K
HVIA
230
Hudson Valley Investment Advisors
New York
$361K
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$358K +$20.5K +548 +6%
DF
232
Donoghue Forlines
Massachusetts
$356K +$66.6K +1,779 +21%
Creative Planning
233
Creative Planning
Kansas
$334K +$2.51K +67 +0.7%
AIP
234
Ameritas Investment Partners
Nebraska
$332K -$13.3K -356 -4%
VF
235
Virtu Financial
New York
$329K +$349K +9,340 New
DADC
236
D.A. Davidson & Co
Montana
$318K -$195K -5,225 -37%
State of Wisconsin Investment Board
237
State of Wisconsin Investment Board
Wisconsin
$317K
Cerity Partners
238
Cerity Partners
New York
$315K
Comerica Bank
239
Comerica Bank
Texas
$312K +$9.2K +246 +3%
SWP
240
Stratos Wealth Partners
Ohio
$311K +$6.55K +175 +2%
TRCT
241
Tower Research Capital (TRC)
New York
$305K -$481K -12,864 -60%
BCM
242
Bienville Capital Management
New York
$296K
CIP
243
Cornerstone Investment Partners
Georgia
$286K
VFA
244
Valeo Financial Advisors
Indiana
$282K -$13.9K -372 -4%
PAMU
245
Pictet Asset Management (UK)
United Kingdom
$282K +$79.1K +2,113 +36%
PWM
246
Perigon Wealth Management
California
$277K -$41.5K -1,108 -12%
AGA
247
Accuvest Global Advisors
Utah
$277K +$26.9K +720 +10%
RZH
248
Relyea Zuckerberg Hanson
Connecticut
$266K -$15.5K -415 -5%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$266K +$88.4K +2,364 +46%
Vontobel Holding
250
Vontobel Holding
Switzerland
$261K -$404K -10,800 -59%

SONO Hedge Fund Activity: Q2 2021 in Review

356 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q2 2021, worth a combined $3.43B — down 6.8% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SONO positions and 46 closed out — a net gain of 14 holders — while 123 added to existing stakes and 119 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $120M. The largest seller was Acadian Asset Management, cutting an estimated $49.8M.

  • 356 institutional investors held Sonos (SONO) as of Q2 2021, up from 343 in Q1 2021.
  • Funds reported $3.43B of Sonos stock for Q2 2021, down 6.8% quarter-over-quarter.
  • 60 funds opened new Sonos positions in Q2 2021 and 46 closed out, a net change of +14 holders.
  • The largest Sonos buyer in Q2 2021 was Thrivent Financial for Lutherans, an estimated $120M added.
  • The largest Sonos seller in Q2 2021 was Acadian Asset Management, an estimated $49.8M sold.

Based on aggregated 13F filings for Q2 2021.