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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
MHR
201
Matthew Hamilton Rosenberg
$16K +$11.3K +1,065 New
TWA
202
TCI Wealth Advisors
Arizona
$15K +$10.6K +1,000 New
SIC
203
Salem Investment Counselors
North Carolina
$12K
CAM
204
CenterStar Asset Management
Illinois
$10K
HIA
205
Harbor Investment Advisory
Maryland
$10K
JG
206
Jefferies Group
New York
$8.62K +$2.94M +276,477 +88%
JPLA
207
Joseph P. Lucia & Associates
New York
$8K +$5.68K +535 New
HF
208
Halpern Financial
Virginia
$7.32K
RWA
209
Ropes Wealth Advisors
Massachusetts
$7K
GWMIA
210
Global Wealth Management Investment Advisory
Florida
$7K +$5.31K +500 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$5K +$2.28K +215 +201%
RIA
212
RPG Investment Advisory
California
$4K
HFA
213
HC Financial Advisors
California
$3K
JCM
214
Jacobi Capital Management
Pennsylvania
$3K
LFG
215
Larson Financial Group
Missouri
$3K +$2.34K +220 New
CAC
216
Certified Advisory Corp
Florida
$3K +$2.35K +221 New
CWC
217
Carolinas Wealth Consulting
North Carolina
$3K +$2.46K +232 New
GI
218
GS Investments
Minnesota
$2.93K
GT
219
Glenmede Trust
Pennsylvania
$2K +$2.07K +195 New
WCG
220
Weaver Consulting Group
California
$1K -$15.4K -1,450 -97%
HS
221
Horan Securities
United States
$1K
PO
222
Private Ocean
California
$1K
AIM
223
Anchor Investment Management
South Carolina
$293
KKRC
224
Kohlberg Kravis Roberts & Co
New York
-$117M -13,845,682 Closed
Marshall Wace
225
Marshall Wace
United Kingdom
-$10.2M -1,198,732 Closed

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.