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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
HWM
251
HighMark Wealth Management
Minnesota
$103
WWM
252
Wolff Wiese Magana
California
$86
FSWA
253
Financial Synergies Wealth Advisors
Texas
$85
JWA
254
JFS Wealth Advisors
Pennsylvania
$69 -$742 -55 -93%
Marshall Wace
255
Marshall Wace
United Kingdom
-$3.98M -308,229 Closed
JF
256
Jump Financial
Illinois
-$2.89M -223,905 Closed
Squarepoint
257
Squarepoint
New York
-$2.4M -177,839 Closed
DekaBank Deutsche Girozentrale
258
DekaBank Deutsche Girozentrale
Germany
-$1.51M -115,000 Closed
IMRF
259
Illinois Municipal Retirement Fund
Illinois
-$977K -75,665 Closed
NEI
260
Northwest & Ethical Investments
Ontario, Canada
-$494K -38,265 Closed
UOC
261
UBS O'Connor
Illinois
-$420K -32,500 Closed
CI Investments Inc
262
CI Investments Inc
Ontario, Canada
-$387K -30,000 Closed
Two Sigma Advisers
263
Two Sigma Advisers
New York
-$328K -25,400 Closed
QT
264
Quantbot Technologies
New York
-$265K -20,545 Closed
BIA
265
Barry Investment Advisors
Massachusetts
-$258K -19,994 Closed
CM
266
Caption Management
Oklahoma
-$243K -18,856 Closed
CIBC World Market
267
CIBC World Market
Ontario, Canada
-$210K -16,285 Closed
Verition Fund Management
268
Verition Fund Management
Connecticut
-$206K -15,948 Closed
FRM
269
Fox Run Management
Connecticut
-$176K -13,642 Closed
Nomura Holdings
270
Nomura Holdings
Japan
-$169K -13,125 Closed
OQS
271
Occudo Quantitative Strategies
Florida
-$168K -13,049 Closed
BCI
272
Brinker Capital Investments
Pennsylvania
-$160K -12,389 Closed
OPS
273
Orion Portfolio Solutions
Nebraska
-$160K -12,389 Closed
CAN
274
Cetera Advisor Networks
California
-$149K -11,543 Closed
GW
275
GW & Wade
Massachusetts
-$143K -11,087 Closed

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.