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257 hedge funds and large institutions have $1.89B invested in Sonos in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 69 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $17.3M

56% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 34

37% more capital invested

Capital invested by funds: $1.38B → $1.89B (+$511M)

6% more funds holding

Funds holding: 243257 (+14)

4.83% more ownership

Funds ownership: 83.36%88.19% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 90

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
69
Reduced
90
Closed
34
Calls
$33.7M
Puts
$17.3M
Net Calls
+$16.3M
Net Calls Change
+$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$2.86K
PA
227
Parallel Advisors
California
$2.69K +$1.24K +92 +142%
PCA
228
Providence Capital Advisors
North Carolina
$2.57K
BAM
229
Bellevue Asset Management
Washington
$2.13K
CTC
230
Central Trust Company
Missouri
$2.04K
AWM
231
Atticus Wealth Management
Florida
$1.71K
KHC
232
Koesten Hirschmann & Crabtree
Kansas
$1.71K
VWWMG
233
Vermillion & White Wealth Management Group
Pennsylvania
$1.71K +$1.35K +100 New
AIM
234
Anchor Investment Management
South Carolina
$1.63K
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.63K
NRG
236
Nemes Rush Group
Michigan
$1.37K
LC
237
Lindbrook Capital
California
$1.34K +$391 +29 +59%
PS
238
Principal Securities
Iowa
$1.2K +$944 +70 New
BF
239
BOK Financial
Oklahoma
$1.08K +$850 +63 New
PWMG
240
Private Wealth Management Group
New Jersey
$943 +$742 +55 New
RA
241
Rise Advisors
New York
$857
S
242
SignatureFD
Georgia
$806 +$634 +47 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$618 -$1.43K -106 -75%
YAL
244
Your Advocates Ltd
Texas
$343
AF
245
Advisornet Financial
Minnesota
$309 +$189 +14 +350%
Toronto Dominion Bank
246
Toronto Dominion Bank
Ontario, Canada
$291 +$229 +17 New
AWM
247
Abound Wealth Management
Tennessee
$275 +$27 +2 +14%
SC
248
SouthState Corp
Florida
$154 +$121 +9 New
TWC
249
TD Waterhouse Canada
Ontario, Canada
$127 +$81 +6 New
DPW
250
DiNuzzo Private Wealth
Pennsylvania
$120 +$94 +7 New

SONO Hedge Fund Activity: Q4 2023 in Review

257 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q4 2023, worth a combined $1.89B — up 37% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SONO positions and 34 closed out — a net gain of 19 holders — while 69 added to existing stakes and 90 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.3M. The largest seller was Franklin Resources, cutting an estimated $40.9M.

  • 257 institutional investors held Sonos (SONO) as of Q4 2023, up from 243 in Q3 2023.
  • Funds reported $1.89B of Sonos stock for Q4 2023, up 37% quarter-over-quarter.
  • 53 funds opened new Sonos positions in Q4 2023 and 34 closed out, a net change of +19 holders.
  • The largest Sonos buyer in Q4 2023 was Morgan Stanley, an estimated $58.3M added.
  • The largest Sonos seller in Q4 2023 was Franklin Resources, an estimated $40.9M sold.

Based on aggregated 13F filings for Q4 2023.