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362 hedge funds and large institutions have $3.24B invested in Sonos in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 106 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $177M | Put options by funds: $94.8M

25% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 106

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 356362 (+6)

1.18% more ownership

Funds ownership: 78.6%79.78% (+1.2%)

6% less capital invested

Capital invested by funds: $3.43B → $3.24B (-$196M)

Holders
362
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
6.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
62
Increased
133
Reduced
106
Closed
54
Calls
$177M
Puts
$94.8M
Net Calls
+$81.8M
Net Calls Change
-$74.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Violich Capital Management
California
$391K
Janus Henderson Group
227
Janus Henderson Group
United Kingdom
$391K +$436K +12,094 New
SBIA
228
Sheaff Brock Investment Advisors
Indiana
$390K +$16.2K +451 +4%
OC
229
Oppenheimer & Co
New York
$373K -$14.4K -400 -3%
Creative Planning
230
Creative Planning
Kansas
$358K +$57K +1,583 +17%
BFS
231
Bard Financial Services
Connecticut
$356K
GW
232
GW & Wade
Massachusetts
$356K
DF
233
Donoghue Forlines
Massachusetts
$349K +$24.3K +675 +7%
PIMG
234
Patriot Investment Management Group
Tennessee
$339K +$180 +5 +0%
WS
235
Wedbush Securities
California
$333K +$371K +10,305 New
HVIA
236
Hudson Valley Investment Advisors
New York
$332K
ACM
237
AlphaCrest Capital Management
New York
$331K -$257K -7,129 -41%
YIH
238
Y-Intercept (HK)
Hong Kong
$325K -$40.4K -1,122 -10%
AA
239
ALPS Advisors
Colorado
$325K +$362K +10,041 New
LSAG
240
Lake Street Advisors Group
New Hampshire
$324K +$360K +10,000 New
MAM
241
Meeder Asset Management
Ohio
$311K +$156K +4,343 +82%
AIP
242
Ameritas Investment Partners
Nebraska
$305K
State of Wisconsin Investment Board
243
State of Wisconsin Investment Board
Wisconsin
$291K
Cerity Partners
244
Cerity Partners
New York
$289K
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$288K +$48.1K +1,334 +18%
SWP
246
Stratos Wealth Partners
Ohio
$286K
AI
247
Atom Investors
Texas
$286K +$319K +8,844 New
SPC
248
Sigma Planning Corp
Michigan
$285K -$565K -15,675 -64%
ACM
249
Aljian Capital Management
Nevada
$284K -$229K -6,361 -42%
DADC
250
D.A. Davidson & Co
Montana
$283K -$10K -278 -3%

SONO Hedge Fund Activity: Q3 2021 in Review

362 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q3 2021, worth a combined $3.24B — down 5.7% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SONO positions and 54 closed out — a net gain of 8 holders — while 133 added to existing stakes and 106 trimmed.

The largest buyer was Newbrook Capital Advisors, opening a new position worth an estimated $64.6M. The largest seller was Renaissance Technologies, cutting an estimated $84.5M.

  • 362 institutional investors held Sonos (SONO) as of Q3 2021, up from 356 in Q2 2021.
  • Funds reported $3.24B of Sonos stock for Q3 2021, down 5.7% quarter-over-quarter.
  • 62 funds opened new Sonos positions in Q3 2021 and 54 closed out, a net change of +8 holders.
  • The largest Sonos buyer in Q3 2021 was Newbrook Capital Advisors, an estimated $64.6M added.
  • The largest Sonos seller in Q3 2021 was Renaissance Technologies, an estimated $84.5M sold.

Based on aggregated 13F filings for Q3 2021.