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286 hedge funds and large institutions have $2B invested in Sonos in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 87 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

82% more capital invested

Capital invested by funds: $1.1B → $2B (+$900M)

81% more call options, than puts

Call options by funds: $106M | Put options by funds: $58.7M

36% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 64

29% more funds holding

Funds holding: 222286 (+64)

10.15% more ownership

Funds ownership: 65.68%75.83% (+10%)

Holders
286
Holders Change
+64
Holders Change %
+28.83%
% of All Funds
5.06%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
97
Increased
87
Reduced
64
Closed
31
Calls
$106M
Puts
$58.7M
Net Calls
+$47.7M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Woodson Capital Management
Connecticut
$20.1M -$18.9M -1,011,834 -54%
Voloridge Investment Management
27
Voloridge Investment Management
Florida
$19.9M +$15.8M +849,741 New
UBS AM
28
UBS AM
Illinois
$19M +$13.9M +747,312 +1,139%
Deutsche Bank
29
Deutsche Bank
Germany
$18.9M +$2.74M +146,934 +22%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$18.8M +$15M +802,649 New
AM
31
Atreides Management
Massachusetts
$17.7M +$35.4K +1,900 +0.3%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$17.7M +$14.1M +755,154 New
Russell Investments Group
33
Russell Investments Group
United Kingdom
$17M +$7.29M +391,062 +117%
JG
34
Jefferies Group
New York
$15.7M -$2.22M -119,256 -15%
OCMI
35
Oaktop Capital Management II
New Jersey
$15.2M
Charles Schwab
36
Charles Schwab
California
$13.3M +$285K +15,293 +3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$13.2M +$10.5M +562,621 New
CSS
38
Cubist Systematic Strategies
Connecticut
$12.5M +$7.94M +425,889 +388%
MOACM
39
Mutual of America Capital Management
New York
$10.2M +$1.45M +77,785 +22%
Walleye Trading
40
Walleye Trading
New York
$9.95M +$2.26M +121,082 +40%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$9.82M +$1.72M +92,264 +28%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$9.49M -$2.31M -123,825 -23%
CCI
43
Columbus Circle Investors
$9.35M +$7.45M +399,788 New
CCM
44
Crestwood Capital Management
New York
$9.09M -$1.91M -102,600 -21%
PI
45
PEAK6 Investments
Illinois
$9.01M +$2.71M +145,349 +61%
GC
46
Greenlight Capital
New York
$8.51M +$6.79M +364,000 New
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.14M +$6.49M +347,999 New
SEI Investments
48
SEI Investments
Pennsylvania
$8.05M +$160K +8,574 +3%
PCR
49
Potrero Capital Research
California
$7.68M
First Trust Advisors
50
First Trust Advisors
Illinois
$7.63M +$3.15M +169,177 +108%

SONO Hedge Fund Activity: Q4 2020 in Review

286 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q4 2020, worth a combined $2B — up 82% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SONO positions and 31 closed out — a net gain of 66 holders — while 87 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48.3M. The largest seller was Index Venture Growth Associates I, exiting entirely with an estimated $70.6M sold.

  • 286 institutional investors held Sonos (SONO) as of Q4 2020, up from 222 in Q3 2020.
  • Funds reported $2B of Sonos stock for Q4 2020, up 82% quarter-over-quarter.
  • 97 funds opened new Sonos positions in Q4 2020 and 31 closed out, a net change of +66 holders.
  • The largest Sonos buyer in Q4 2020 was Morgan Stanley, an estimated $48.3M added.
  • The largest Sonos seller in Q4 2020 was Index Venture Growth Associates I, an estimated $70.6M sold.

Based on aggregated 13F filings for Q4 2020.