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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
Lazard Asset Management
176
Lazard Asset Management
New York
$120K +$37.3K +3,513 +75%
VFA
177
Valeo Financial Advisors
Indiana
$110K
CAN
178
Cetera Advisor Networks
California
$107K +$77.8K +7,322 New
Acadian Asset Management
179
Acadian Asset Management
Massachusetts
$106K -$141K -13,299 -65%
AIP
180
Ameritas Investment Partners
Nebraska
$102K +$9.35K +880 +14%
FHA
181
Flagship Harbor Advisors
Massachusetts
$101K
Canada Life
182
Canada Life
Manitoba, Canada
$90K +$34.3K +3,230 +110%
PFO
183
Pathstone Family Office
New Jersey
$88K +$26.6K +2,500 +72%
QCG
184
Quadrant Capital Group
Ohio
$88K +$63.7K +6,000 New
PIMG
185
Patriot Investment Management Group
Tennessee
$66.6K +$48.3K +4,550 New
PAG
186
Private Advisor Group
New Jersey
$56K +$40.6K +3,826 New
SPIA
187
Steward Partners Investment Advisory
New York
$46K +$26.6K +2,500 +376%
US Bancorp
188
US Bancorp
Minnesota
$41K -$21.4K -2,017 -42%
NG
189
NWK Group
California
$38K
S
190
SignatureFD
Georgia
$37K +$26.6K +2,500 +4,167%
APA
191
American Portfolios Advisors
New York
$29.3K +$21.2K +2,000 New
Macquarie Group
192
Macquarie Group
Australia
$27K +$19.9K +1,871 New
BDWM
193
Brewin Dolphin Wealth Management
Ireland
$23.4K +$17K +1,600 New
SF
194
Synovus Financial
Georgia
$21K
CFG
195
Citizens Financial Group
Rhode Island
$21K +$4.76K +448 +45%
LDFR
196
Lehman & Derafelo Financial Resources
Pennsylvania
$20K +$14.9K +1,400 New
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K +$10.8K +1,020 +364%
SFS
198
Sowell Financial Services
Arkansas
$19K +$5.31K +500 +62%
HFS
199
Hantz Financial Services
Michigan
$18K +$13K +1,220 New
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$17K +$4.89K +460 +64%

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.