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356 hedge funds and large institutions have $3.43B invested in Sonos in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $246M | Put options by funds: $89.4M

30% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 46

4% more funds holding

Funds holding: 343356 (+13)

3% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 119

3.61% less ownership

Funds ownership: 82.21%78.6% (-3.6%)

7% less capital invested

Capital invested by funds: $3.68B → $3.43B (-$250M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
356
Holders Change
+13
Holders Change %
+3.79%
% of All Funds
6.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
60
Increased
123
Reduced
119
Closed
46
Calls
$246M
Puts
$89.4M
Net Calls
+$157M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
Salem Investment Counselors
North Carolina
$30K
TWA
302
TCI Wealth Advisors
Arizona
$29K -$1.27K -34 -4%
EAM
303
Exos Asset Management
New York
$28K +$30K +803 New
HIA
304
Harbor Investment Advisory
Maryland
$25K
EL
305
EMFO LLC
Florida
$22K +$23.6K +630 New
NICM
306
Neo Ivy Capital Management
New York
$21K -$87.5K -2,338 -80%
GWM
307
Geneos Wealth Management
Colorado
$21K -$21.4K -572 -49%
GRP
308
Global Retirement Partners
California
$20K +$4.12K +110 +24%
S
309
SignatureFD
Georgia
$19K +$898 +24 +5%
HWMA
310
Heritage Wealth Management (Arizona)
Arizona
$18K
QCG
311
Quadrant Capital Group
Ohio
$18K +$262 +7 +1%
CWA
312
Clearview Wealth Advisors
Oregon
$16K
SGAM
313
Smith Group Asset Management
Texas
$14K
PCH
314
Polar Capital Holdings
United Kingdom
$11.5K +$12.3M +327,612 New
GI
315
GS Investments
Minnesota
$9K
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$9K
MA
317
Modus Advisors
Minnesota
$9K +$9.8K +262 New
CWC
318
Carolinas Wealth Consulting
North Carolina
$8K
CFB
319
Cullen/Frost Bankers
Texas
$8K
HMS
320
Hanseatic Management Services
New Mexico
$8K
PHK
321
Point72 Hong Kong
Hong Kong
$8K +$8.94K +239 New
HFA
322
HC Financial Advisors
California
$7K
JPLA
323
Joseph P. Lucia & Associates
New York
$7K
TFS
324
TrustCore Financial Services
Tennessee
$7K
BAM
325
Bellevue Asset Management
Washington
$6K

SONO Hedge Fund Activity: Q2 2021 in Review

356 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q2 2021, worth a combined $3.43B — down 6.8% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SONO positions and 46 closed out — a net gain of 14 holders — while 123 added to existing stakes and 119 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $120M. The largest seller was Acadian Asset Management, cutting an estimated $49.8M.

  • 356 institutional investors held Sonos (SONO) as of Q2 2021, up from 343 in Q1 2021.
  • Funds reported $3.43B of Sonos stock for Q2 2021, down 6.8% quarter-over-quarter.
  • 60 funds opened new Sonos positions in Q2 2021 and 46 closed out, a net change of +14 holders.
  • The largest Sonos buyer in Q2 2021 was Thrivent Financial for Lutherans, an estimated $120M added.
  • The largest Sonos seller in Q2 2021 was Acadian Asset Management, an estimated $49.8M sold.

Based on aggregated 13F filings for Q2 2021.