We are live on ! Find out more

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
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M -$26.5K -1,965 -3%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$1.04M -$289K -21,444 -26%
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$953K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$942K -$17.6K -1,303 -2%
AB
105
Amalgamated Bank
New York
$938K -$26K -1,928 -3%
GGHC
106
Gilder Gagnon Howe & Co
New York
$931K -$24.3K -1,799 -3%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$913K -$40.1K -2,973 -5%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$908K +$5.07K +376 +0.7%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$888K +$49.9K +3,702 +8%
EAM
110
EFG Asset Management
Oregon
$885K -$17.3K -1,283 -2%
PTC
111
Petrus Trust Company
Texas
$884K -$306K -22,659 -31%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$853K +$491K +36,426 +273%
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$799K -$8.46K -627 -1%
US Bancorp
114
US Bancorp
Minnesota
$773K +$583K +43,215 +2,273%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$764K +$146K +10,820 +33%
Mariner
116
Mariner
Kansas
$754K +$170K +12,603 +40%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$751K
FF
118
Friedenthal Financial
New Jersey
$733K +$577K +42,746 New
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$721K -$227K -16,853 -29%
AIM
120
Aigen Investment Management
New York
$719K +$566K +41,936 New
Stifel Financial
121
Stifel Financial
Missouri
$718K -$129K -9,546 -19%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$712K
AG
123
Algert Global
California
$663K +$327K +24,260 +168%
PWS
124
Peloton Wealth Strategists
Indiana
$648K -$101K -7,500 -17%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$643K -$8.09K -600 -2%

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.