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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
FCA
326
FinTrust Capital Advisors
South Carolina
$6K
NFG
327
Next Financial Group
Texas
$6K
PMFA
328
Plante Moran Financial Advisors
Michigan
$6K +$6.58K +176 New
SWM
329
Spire Wealth Management
Virginia
$4K -$11.2K -300 -75%
HIIFS
330
Harel Insurance Investments & Financial Services
Israel
$4K -$4.15K -111 -47%
RIA
331
RPG Investment Advisory
California
$4K -$935 -25 -17%
CCC
332
Crescent Capital Consulting
Louisiana
$4K
PO
333
Private Ocean
California
$4K
AF
334
Allworth Financial
California
$4K +$3.74K +100 New
BFA
335
Brendel Financial Advisors
New Hampshire
$4K +$3.74K +100 New
LWA
336
Lenox Wealth Advisors
New York
$4K +$3.74K +100 New
PLU
337
Performa Ltd (US)
South Carolina
$4K +$3.74K +100 New
Parallax Volatility Advisers
338
Parallax Volatility Advisers
California
$3K -$3.47M -92,740 -100%
PA
339
Parallel Advisors
California
$3K -$2.02K -54 -41%
EWM
340
Edge Wealth Management
New York
$3K
LWANC
341
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
KJHP
342
K.J. Harrison & Partners
Ontario, Canada
$2.47K -$112K -3,000 -4%
AIG
343
American International Group
New York
$2.37K -$102K -2,730 -4%
CCMW
344
Cypress Capital Management (Wyoming)
Wyoming
$2K -$1.87M -49,861 -100%
WAM
345
Wolverine Asset Management
Illinois
$2K -$258K -6,906 -99%
HI
346
Hudock Inc
Pennsylvania
$2K
TCM
347
Tradewinds Capital Management
Washington
$2K
GWMIA
348
Global Wealth Management Investment Advisory
Florida
$2K +$1.87K +50 New
HFS
349
Hantz Financial Services
Michigan
$1K +$374 +10 +50%
BCA
350
Berman Capital Advisors
Georgia
$1K +$636 +17 +65%

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.