We are live on ! Find out more

288 hedge funds and large institutions have $2.17B invested in Sonos in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $40.8M

19% more capital invested

Capital invested by funds: $1.83B → $2.17B (+$342M)

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

0.41% more ownership

Funds ownership: 86.68%87.09% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 300288 (-12)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

Holders
288
Holders Change
-12
Holders Change %
-4%
% of All Funds
4.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
93
Reduced
92
Closed
43
Calls
$50.1M
Puts
$40.8M
Net Calls
+$9.29M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
226
Harbor Investment Advisory
Maryland
$13.8K
AWM
227
Avior Wealth Management
Nebraska
$13.7K
EL
228
EMFO LLC
Florida
$12.4K
LC
229
Lindbrook Capital
California
$11.8K
AF
230
Allworth Financial
California
$10.6K
FMTCOCP
231
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
QPBE
232
Quintet Private Bank (Europe)
Luxembourg
$9.82K +$9.56K +501 New
CCA
233
Column Capital Advisors
Indiana
$7.85K
PFBT
234
Parkside Financial Bank & Trust
Missouri
$7.77K
EWA
235
EverSource Wealth Advisors
Alabama
$7.28K +$7.08K +371 New
GI
236
GS Investments
Minnesota
$7.26K
GRP
237
Global Retirement Partners
California
$7.17K +$172 +9 +3%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$6.87K -$229 -12 -3%
PA
239
Parallel Advisors
California
$6.46K +$401 +21 +7%
AIM
240
Anchor Investment Management
South Carolina
$6.08K
POIA
241
Pin Oak Investment Advisors
Texas
$6K
WWP
242
WR Wealth Planners
Missouri
$5.89K +$5.72K +300 New
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$5.22K +$2.06K +108 +68%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$5.04K -$7.8K -409 -61%
PA
245
PSI Advisors
Florida
$4.91K
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$4.65K +$3.24K +170 +254%
WTA
247
Washington Trust Advisors
Massachusetts
$4.38K +$782 +41 +23%
Bessemer Group
248
Bessemer Group
New Jersey
$4K
VCM
249
Versant Capital Management
Arizona
$3.94K +$2.29K +120 +145%
CWC
250
Carolinas Wealth Consulting
North Carolina
$3.92K

SONO Hedge Fund Activity: Q1 2023 in Review

288 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q1 2023, worth a combined $2.17B — up 19% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SONO and 36 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 93 added.

The largest buyer was American Century Companies, adding an estimated $22.9M. The largest seller was Millennium Management, cutting an estimated $50.1M.

  • 288 institutional investors held Sonos (SONO) as of Q1 2023, down from 300 in Q4 2022.
  • Funds reported $2.17B of Sonos stock for Q1 2023, up 19% quarter-over-quarter.
  • 36 funds opened new Sonos positions in Q1 2023 and 43 closed out, a net change of -7 holders.
  • The largest Sonos buyer in Q1 2023 was American Century Companies, an estimated $22.9M added.
  • The largest Sonos seller in Q1 2023 was Millennium Management, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2023.