We are live on ! Find out more

349 hedge funds and large institutions have $3.4B invested in Sonos in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 119 increasing their positions, 107 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $126M | Put options by funds: $80.4M

12.59% more ownership

Funds ownership: 82.14%94.72% (+13%)

11% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 107

10% more capital invested

Capital invested by funds: $3.1B → $3.4B (+$298M)

6% less funds holding

Funds holding: 370349 (-21)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

20% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 83

Holders
349
Holders Change
-21
Holders Change %
-5.68%
% of All Funds
5.5%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
66
Increased
119
Reduced
107
Closed
83
Calls
$126M
Puts
$80.4M
Net Calls
+$45.6M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
301
GS Investments
Minnesota
$9K +$1.33K +50 +16%
AIM
302
Anchor Investment Management
South Carolina
$8.75K
LTI
303
Laffer Tengler Investments
Tennessee
$8.47K
IA
304
IFP Advisors
Florida
$8K -$9.93K -374 -50%
BBPWM
305
Blue Bell Private Wealth Management
Pennsylvania
$7K
CWC
306
Carolinas Wealth Consulting
North Carolina
$7K
Lazard Asset Management
307
Lazard Asset Management
New York
$7K
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$7K
PA
309
PSI Advisors
Florida
$7K
KFP
310
KB Financial Partners
New Jersey
$7K +$6.4K +241 New
GRP
311
Global Retirement Partners
California
$7K +$8.93K +336 New
CFB
312
Cullen/Frost Bankers
Texas
$6K
HFA
313
HC Financial Advisors
California
$6K
BAM
314
Bellevue Asset Management
Washington
$6K +$1.2K +45 +27%
TFS
315
TrustCore Financial Services
Tennessee
$6K +$3.32K +125 +179%
JPLA
316
Joseph P. Lucia & Associates
New York
$6K +$5.31K +200 New
HA
317
Herold Advisors
New York
$5.64K +$5.31K +200 New
MCM
318
Manchester Capital Management
Vermont
$5K -$1.33K -50 -24%
FCA
319
FinTrust Capital Advisors
South Carolina
$5K
PMFA
320
Plante Moran Financial Advisors
Michigan
$5K
TFP
321
Tilia Fiduciary Partners
North Carolina
$5K
PA
322
Parallel Advisors
California
$5K +$983 +37 +27%
SIC
323
SJS Investment Consulting
Ohio
$5K +$4.81K +181 New
LFG
324
Larson Financial Group
Missouri
$4K
WTA
325
Washington Trust Advisors
Massachusetts
$3K -$115K -4,315 -97%

SONO Hedge Fund Activity: Q1 2022 in Review

349 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q1 2022, worth a combined $3.4B — up 9.6% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONO and 66 opened new positions — a net loss of 17 holders — while 107 trimmed existing stakes and 119 added.

The largest buyer was BlackRock, adding an estimated $259M. The largest seller was Millennium Management, cutting an estimated $57.2M.

  • 349 institutional investors held Sonos (SONO) as of Q1 2022, down from 370 in Q4 2021.
  • Funds reported $3.4B of Sonos stock for Q1 2022, up 9.6% quarter-over-quarter.
  • 66 funds opened new Sonos positions in Q1 2022 and 83 closed out, a net change of -17 holders.
  • The largest Sonos buyer in Q1 2022 was BlackRock, an estimated $259M added.
  • The largest Sonos seller in Q1 2022 was Millennium Management, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2022.