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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: 243257 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$11.4M -$248K -18,378 -3%
Bank of America
27
Bank of America
North Carolina
$11.4M +$1.98M +146,693 +28%
Ameriprise
28
Ameriprise
Minnesota
$10.1M +$736K +54,522 +10%
PHK
29
Point72 Hong Kong
Hong Kong
$9.68M +$7.62M +564,600 New
SFM
30
Systematic Financial Management
New Jersey
$9.42M -$52.9K -3,920 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.62M -$33.8K -2,502 -0.5%
Victory Capital Management
32
Victory Capital Management
Texas
$8.39M +$1.04M +76,952 +19%
NW
33
NewEdge Wealth
Pennsylvania
$7.45M +$5.87M +434,818 New
Barclays
34
Barclays
United Kingdom
$6.67M +$1M +74,455 +24%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$6.64M -$84.9K -6,297 -2%
Goldman Sachs
36
Goldman Sachs
New York
$6.53M -$616K -45,634 -11%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$6.16M +$311K +23,031 +7%
Legal & General Group
38
Legal & General Group
United Kingdom
$6.05M -$44.5K -3,298 -0.9%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$6.02M +$3.77M +279,202 +389%
EGM
40
Engineers Gate Manager
New York
$5.79M +$3.17M +235,026 +229%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$5.77M -$2.14M -158,696 -32%
Invesco
42
Invesco
Georgia
$5.76M -$1.04M -77,423 -19%
SEI Investments
43
SEI Investments
Pennsylvania
$5.39M +$3.02K +224 +0.1%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.56M +$1.45M +107,633 +68%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$4.53M +$3.57M +264,464 New
PP
46
PDT Partners
New York
$4.25M +$3.8K +282 +0.1%
Swiss National Bank
47
Swiss National Bank
Switzerland
$4.12M -$375K -27,800 -10%
MIH
48
Meitav Investment House
Israel
$3.96M +$2.02K +150 +0.1%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$3.89M -$593K -43,936 -16%
CSS
50
Cubist Systematic Strategies
Connecticut
$3.18M +$2.09M +154,879 +510%

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.