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Sonos
SONO

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: 243 → 257 (+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: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$58.3M
2
American Century Companies
American Century Companies
Missouri
+$20.9M
3
Millennium Management
Millennium Management
New York
+$17M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$14.6M
5
BlackRock
BlackRock
New York
+$8.14M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$40.9M
2
HRCM
Hawk Ridge Capital Management
California
-$27.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.4M
4
CCM
Coliseum Capital Management
Connecticut
-$8.93M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
276
Bard Financial Services
Connecticut
– -$139K -10,750 Closed
Lazard Asset Management
277
Lazard Asset Management
New York
– -$69K -5,349 Closed
CG
278
Cutler Group
California
– -$49.4K -3,663 Closed
SIA
279
Sit Investment Associates
Minnesota
– -$18K -1,370 Closed
NFSG
280
Newbridge Financial Services Group
Florida
– -$12.9K -1,000 Closed
AWM
281
Avior Wealth Management
Nebraska
– -$9.04K -700 Closed
AWM
282
Activest Wealth Management
Florida
– -$7.75K -600 Closed
QPBE
283
Quintet Private Bank (Europe)
Luxembourg
– -$6.46K -500 Closed
CSPIA
284
Cary Street Partners Investment Advisory
Virginia
– -$4.52K -350 Closed
WWP
285
WR Wealth Planners
Missouri
– -$3.87K -300 Closed
SWM
286
Spire Wealth Management
Virginia
– -$2.58K -200 Closed
TCM
287
Tradewinds Capital Management
Washington
– -$646 -50 Closed
CA
288
Crewe Advisors
Utah
– -$130 -10 Closed
WIA
289
Wetzel Investment Advisors
Indiana
– +$40 +3 New
BTI
290
Blue Trust Inc
Georgia
– +$418 +31 New
8 9 10 11
12

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.