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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
Man Group
176
Man Group
United Kingdom
$172K +$135K +10,006 New
SAM
177
Shell Asset Management
Netherlands
$165K -$39.1K -2,898 -23%
FFA
178
Farther Finance Advisors
California
$130K +$102K +7,578 +94,725%
SG Americas Securities
179
SG Americas Securities
New York
$130K -$760K -56,356 -88%
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$130K
CF
181
Centaurus Financial
California
$112K +$88.1K +6,534 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$76.9K +$29.6K +2,194 +96%
KBC Group
183
KBC Group
Belgium
$55K -$6.49K -481 -13%
EC
184
EntryPoint Capital
New York
$43.3K +$34.1K +2,525 New
GI
185
GAMMA Investing
California
$32.2K +$27.9K +2,069 New
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$32K -$40.4K -2,993 -62%
ASN
187
Advisory Services Network
Georgia
$31.9K +$25.1K +1,860 New
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.6K -$2.7K -200 -10%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$25K +$6.22K +461 +46%
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.8K +$2.36K +175 +14%
SPIA
191
Steward Partners Investment Advisory
New York
$22.7K -$1.69K -125 -9%
VCM
192
Versant Capital Management
Arizona
$21.3K +$9.5K +704 +131%
BCV
193
Banque Cantonale Vaudoise
Switzerland
$20K
CFD
194
Creative Financial Designs
Indiana
$18.9K -$4.05K -300 -21%
CA
195
Clearstead Advisors
Ohio
$18.9K +$14.8K +1,100 New
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$18.7K +$486 +36 +3%
QCG
197
Quadrant Capital Group
Ohio
$17.6K +$1.81K +134 +15%
PGAM
198
Princeton Global Asset Management
New Jersey
$17.1K +$13.5K +1,000 New
MHR
199
Matthew Hamilton Rosenberg
$16K
PLU
200
Performa Ltd (US)
South Carolina
$14.6K -$14.2K -1,050 -55%

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.