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138 hedge funds and large institutions have $649M invested in Sonos in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

36% more capital invested

Capital invested by funds: $478M → $649M (+$171M)

25% more funds holding

Funds holding: 110138 (+28)

14.37% more ownership

Funds ownership: 48.2%62.57% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

54% less call options, than puts

Call options by funds: $7.16M | Put options by funds: $15.7M

Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
2.99%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
43
Increased
46
Reduced
25
Closed
15
Calls
$7.16M
Puts
$15.7M
Net Calls
-$8.53M
Net Calls Change
-$517K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$83K +$86.7K +8,000 +8,000%
PCM
102
Prelude Capital Management
New York
$67K -$127K -11,746 -64%
VFA
103
Valeo Financial Advisors
Indiana
$67K
Citigroup
104
Citigroup
New York
$62K -$10.5K -967 -14%
Simplex Trading
105
Simplex Trading
Illinois
$51K +$54.5K +5,024 New
US Bancorp
106
US Bancorp
Minnesota
$50K +$51.2K +4,725 +4,725%
Canada Life
107
Canada Life
Manitoba, Canada
$47K
RIA
108
Realta Investment Advisors
Delaware
$40K +$42.3K +3,900 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$39.5K +$35.7K +3,296 +610%
Legal & General Group
110
Legal & General Group
United Kingdom
$26K
NWA
111
New World Advisors
Massachusetts
$26K +$27.1K +2,500 New
GWM
112
Geneos Wealth Management
Colorado
$17K
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$14K -$2.63K -243 -16%
AIP
114
Ameritas Investment Partners
Nebraska
$14K
SF
115
Synovus Financial
Georgia
$14K
SIC
116
Salem Investment Counselors
North Carolina
$13K +$8.67K +800 New
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$12K
TVWM
118
Tower View Wealth Management
Wisconsin
$12K
CAM
119
CenterStar Asset Management
Illinois
$10K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.46K
HH
121
HWG Holdings
Texas
$9K
MWC
122
MKD Wealth Coaches
Michigan
$9K +$9.85K +908 New
BFEC
123
Benjamin F. Edwards & Company
Missouri
$7K -$3.25K -300 -30%
RFC
124
Regions Financial Corp
Alabama
$7K -$694 -64 -9%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$5K -$15.3K -1,407 -75%

SONO Hedge Fund Activity: Q1 2019 in Review

138 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q1 2019, worth a combined $649M — up 36% from $478M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SONO positions and 15 closed out — a net gain of 28 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was Lake Street Advisors Group, opening a new position worth an estimated $77.1M. The largest seller was Index Venture Growth Associates I, cutting an estimated $43.4M.

  • 138 institutional investors held Sonos (SONO) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $649M of Sonos stock for Q1 2019, up 36% quarter-over-quarter.
  • 43 funds opened new Sonos positions in Q1 2019 and 15 closed out, a net change of +28 holders.
  • The largest Sonos buyer in Q1 2019 was Lake Street Advisors Group, an estimated $77.1M added.
  • The largest Sonos seller in Q1 2019 was Index Venture Growth Associates I, an estimated $43.4M sold.

Based on aggregated 13F filings for Q1 2019.