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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
MOACM
151
Mutual of America Capital Management
New York
$385K -$405 -30 -0.1%
WAM
152
WNY Asset Management
New York
$355K +$19.6K +1,450 +8%
LP
153
LMR Partners
United Kingdom
$343K +$270K +20,000 New
William Blair & Company
154
William Blair & Company
Illinois
$338K -$24.3K -1,802 -8%
HAG
155
HighPoint Advisor Group
Illinois
$307K +$219K +16,267 New
Natixis Advisors
156
Natixis Advisors
Massachusetts
$274K +$216K +16,036 New
HIS
157
Harvest Investment Services
Illinois
$274K +$216K +15,979 New
Corient Private Wealth
158
Corient Private Wealth
Florida
$270K -$71.8K -5,321 -25%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$244K +$16.5K +1,221 +9%
Vontobel Holding
160
Vontobel Holding
Switzerland
$240K
Cerity Partners
161
Cerity Partners
New York
$239K +$188K +13,928 New
Pictet Asset Management
162
Pictet Asset Management
Switzerland
$235K
SSA
163
Schonfeld Strategic Advisors
New York
$226K +$178K +13,180 New
AIP
164
Ameritas Investment Partners
Nebraska
$226K +$7.14K +529 +4%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$225K
Osaic Holdings
166
Osaic Holdings
Arizona
$222K -$65.9K -4,884 -27%
Empower Advisory Group
167
Empower Advisory Group
Colorado
$208K +$27 +2 +0%
SBIA
168
Sheaff Brock Investment Advisors
Indiana
$207K
BC
169
Bridgefront Capital
Texas
$198K +$156K +11,561 New
HighTower Advisors
170
HighTower Advisors
Illinois
$193K -$444K -32,944 -75%
VF
171
Virtu Financial
New York
$193K +$152K +11,283 New
Allianz Asset Management
172
Allianz Asset Management
Germany
$189K +$148K +11,000 New
SPA
173
Sherbrooke Park Advisers
New York
$175K +$138K +10,208 New
USCWA
174
U.S. Capital Wealth Advisors
Texas
$175K +$138K +10,200 New
IC
175
IEQ Capital
California
$173K -$1.65K -122 -1%

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.