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146 hedge funds and large institutions have $786M invested in Sonos in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $649M → $786M (+$137M)

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

6% more funds holding

Funds holding: 138146 (+8)

3.58% more ownership

Funds ownership: 62.57%66.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

50% less call options, than puts

Call options by funds: $6.8M | Put options by funds: $13.7M

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
32
Increased
45
Reduced
39
Closed
22
Calls
$6.8M
Puts
$13.7M
Net Calls
-$6.93M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
126
Tower View Wealth Management
Wisconsin
$14K
SPIA
127
Steward Partners Investment Advisory
New York
$12K +$12K +1,090 New
Canada Life
128
Canada Life
Manitoba, Canada
$10K -$40.6K -3,694 -80%
HH
129
HWG Holdings
Texas
$10K
MWC
130
MKD Wealth Coaches
Michigan
$10K
SIC
131
Salem Investment Counselors
North Carolina
$9K
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.02K -$3.29K -300 -33%
NFG
133
Next Financial Group
Texas
$7K +$6.3K +574 New
RWA
134
Ropes Wealth Advisors
Massachusetts
$6K
AP
135
Atwood & Palmer
Missouri
$6K +$5.49K +500 New
KCPG
136
Kavar Capital Partners Group
Kansas
$6K +$5.49K +500 New
PA
137
Parallel Advisors
California
$5K
PFO
138
Pathstone Family Office
New Jersey
$5K
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$5K
FHA
140
Flagship Harbor Advisors
Massachusetts
$3K
BFEC
141
Benjamin F. Edwards & Company
Missouri
$2K -$5.49K -500 -71%
JCM
142
Jacobi Capital Management
Pennsylvania
$2K
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$2K
BRWM
144
B. Riley Wealth Management
Tennessee
$1.27K
HS
145
Horan Securities
United States
$1K
S
146
SignatureFD
Georgia
$1K
Marshall Wace
147
Marshall Wace
United Kingdom
-$5.43M -527,785 Closed
Adage Capital Partners
148
Adage Capital Partners
Massachusetts
-$2.57M -250,000 Closed
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
-$1.57M -152,199 Closed
Voloridge Investment Management
150
Voloridge Investment Management
Florida
-$661K -64,283 Closed

SONO Hedge Fund Activity: Q2 2019 in Review

146 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q2 2019, worth a combined $786M — up 21% from $649M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SONO positions and 22 closed out — a net gain of 10 holders — while 45 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $27.4M. The largest seller was Spark Investment Management, cutting an estimated $6.6M.

  • 146 institutional investors held Sonos (SONO) as of Q2 2019, up from 138 in Q1 2019.
  • Funds reported $786M of Sonos stock for Q2 2019, up 21% quarter-over-quarter.
  • 32 funds opened new Sonos positions in Q2 2019 and 22 closed out, a net change of +10 holders.
  • The largest Sonos buyer in Q2 2019 was BlackRock, an estimated $27.4M added.
  • The largest Sonos seller in Q2 2019 was Spark Investment Management, an estimated $6.6M sold.

Based on aggregated 13F filings for Q2 2019.