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224 hedge funds and large institutions have $1.08B invested in Sonos in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

116% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $20M

88% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 40

66% more capital invested

Capital invested by funds: $650M → $1.08B (+$431M)

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

18% more funds holding

Funds holding: 190224 (+34)

1.69% less ownership

Funds ownership: 69.73%68.04% (-1.7%)

Holders
224
Holders Change
+34
Holders Change %
+17.89%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
75
Increased
73
Reduced
47
Closed
40
Calls
$43.1M
Puts
$20M
Net Calls
+$23.2M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
151
LPL Financial
California
$238K +$173K +16,277 New
FAAS
152
First Allied Advisory Services
California
$229K +$166K +15,625 New
Prudential Financial
153
Prudential Financial
New Jersey
$219K +$159K +14,961 New
Victory Capital Management
154
Victory Capital Management
Texas
$214K -$139K -13,098 -47%
DADC
155
D.A. Davidson & Co
Montana
$198K -$133K -12,550 -48%
SM
156
Sciencast Management
New Jersey
$194K +$26.3K +2,478 +23%
PWM
157
Perigon Wealth Management
California
$194K +$141K +13,265 New
Principal Financial Group
158
Principal Financial Group
Iowa
$192K +$30K +2,824 +27%
AB
159
Amalgamated Bank
New York
$186K -$9.7K -913 -7%
BFM
160
Boothbay Fund Management
New York
$186K +$135K +12,690 New
PPA
161
Parametric Portfolio Associates
Washington
$185K +$16.9K +1,589 +14%
TC
162
TwinBeech Capital
New York
$183K -$875K -82,359 -87%
HCM
163
Harvey Capital Management
Florida
$175K +$127K +12,000 New
ARTA
164
A.R.T. Advisors
New York
$168K +$122K +11,457 New
SSA
165
Schonfeld Strategic Advisors
New York
$161K -$183K -17,189 -61%
GW
166
GW & Wade
Massachusetts
$161K
ProShare Advisors
167
ProShare Advisors
Maryland
$158K +$115K +10,792 New
SEC
168
Seven Eight Capital
New York
$157K -$54.2K -5,100 -32%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$155K +$107K +10,107 +2,106%
IFG
170
Investors Financial Group
Minnesota
$155K +$113K +10,600 New
GWM
171
Geneos Wealth Management
Colorado
$150K +$105K +9,900 +6,513%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$147K
OBGC
173
O'Brien Greene & Co
Pennsylvania
$146K +$106K +10,000 New
HPC
174
HM Payson & Co
Maine
$132K +$5.31K +500 +6%
TRCT
175
Tower Research Capital (TRC)
New York
$126K +$91.3K +8,593 New

SONO Hedge Fund Activity: Q2 2020 in Review

224 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q2 2020, worth a combined $1.08B — up 66% from $650M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SONO positions and 40 closed out — a net gain of 35 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $35.6M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $117M sold.

  • 224 institutional investors held Sonos (SONO) as of Q2 2020, up from 190 in Q1 2020.
  • Funds reported $1.08B of Sonos stock for Q2 2020, up 66% quarter-over-quarter.
  • 75 funds opened new Sonos positions in Q2 2020 and 40 closed out, a net change of +35 holders.
  • The largest Sonos buyer in Q2 2020 was Point72 Asset Management, an estimated $35.6M added.
  • The largest Sonos seller in Q2 2020 was Kohlberg Kravis Roberts & Co, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.