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190 hedge funds and large institutions have $650M invested in Sonos in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

6% more funds holding

Funds holding: 180190 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less call options, than puts

Call options by funds: $6.13M | Put options by funds: $6.19M

5.27% less ownership

Funds ownership: 75%69.73% (-5.3%)

49% less capital invested

Capital invested by funds: $1.27B → $650M (-$624M)

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
55
Increased
64
Reduced
48
Closed
41
Calls
$6.13M
Puts
$6.19M
Net Calls
-$63K
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
RPG Investment Advisory
California
$3K +$3.7K +300 New
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.37K -$4.19K -339 -55%
NFG
178
Next Financial Group
Texas
$2K -$3.7K -300 -52%
JCM
179
Jacobi Capital Management
Pennsylvania
$2K
AIC
180
Ameritas Investment Company
Nebraska
$2K +$2.35K +190 New
HFA
181
HC Financial Advisors
California
$2K +$2.47K +200 New
GI
182
GS Investments
Minnesota
$1.7K +$2.47K +200 New
GWM
183
Geneos Wealth Management
Colorado
$1K -$20.7K -1,680 -92%
BFEC
184
Benjamin F. Edwards & Company
Missouri
$1K
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$1K
S
186
SignatureFD
Georgia
$1K
HS
187
Horan Securities
United States
$1K +$803 +65 New
AIM
188
Anchor Investment Management
South Carolina
$170 +$247 +20 New
PCM
189
Portolan Capital Management
Massachusetts
-$11.8M -755,670 Closed
DLCIG
190
D.L. Carlson Investment Group
New Hampshire
-$3.83M -244,880 Closed
American Century Companies
191
American Century Companies
Missouri
-$3.1M -198,167 Closed
AAMU
192
AEGON Asset Management (UK)
United Kingdom
-$2.47M -157,923 Closed
HI
193
HBK Investments
Texas
-$2.34M -150,000 Closed
ARTA
194
A.R.T. Advisors
New York
-$1.78M -113,909 Closed
SC
195
Sculptor Capital
New York
-$1.63M -104,500 Closed
CCI
196
Columbus Circle Investors
-$1.34M -85,889 Closed
KJHP
197
K.J. Harrison & Partners
Ontario, Canada
-$1.25M -80,000 Closed
LI
198
Leap Investments
Illinois
-$1.23M -78,500 Closed
LCM
199
Landscape Capital Management
New Jersey
-$935K -59,890 Closed
BAM
200
Blueshift Asset Management
New Jersey
-$796K -50,987 Closed

SONO Hedge Fund Activity: Q1 2020 in Review

190 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q1 2020, worth a combined $650M — down 49% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SONO positions and 41 closed out — a net gain of 14 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Trigran Investments, adding an estimated $24.4M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $98.8M.

  • 190 institutional investors held Sonos (SONO) as of Q1 2020, up from 180 in Q4 2019.
  • Funds reported $650M of Sonos stock for Q1 2020, down 49% quarter-over-quarter.
  • 55 funds opened new Sonos positions in Q1 2020 and 41 closed out, a net change of +14 holders.
  • The largest Sonos buyer in Q1 2020 was Trigran Investments, an estimated $24.4M added.
  • The largest Sonos seller in Q1 2020 was Kohlberg Kravis Roberts & Co, an estimated $98.8M sold.

Based on aggregated 13F filings for Q1 2020.