We are live on ! Find out more

288 hedge funds and large institutions have $2.17B invested in Sonos in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $40.8M

19% more capital invested

Capital invested by funds: $1.83B → $2.17B (+$342M)

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

0.41% more ownership

Funds ownership: 86.68%87.09% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 300288 (-12)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

Holders
288
Holders Change
-12
Holders Change %
-4%
% of All Funds
4.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
93
Reduced
92
Closed
43
Calls
$50.1M
Puts
$40.8M
Net Calls
+$9.29M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
201
Sageworth Trust
Pennsylvania
$51.8K
HFM
202
Harvest Fund Management
China
$48K +$39.6K +2,074 +537%
QCG
203
Quadrant Capital Group
Ohio
$45.8K +$267 +14 +0.6%
HPC
204
HM Payson & Co
Maine
$45.1K
SIA
205
Sit Investment Associates
Minnesota
$45K
EBA
206
Eagle Bay Advisors
New York
$41.9K -$1.79K -94 -4%
CFD
207
Creative Financial Designs
Indiana
$41.2K
PCFFS
208
Pacific Center for Financial Services
California
$39.2K +$38.2K +2,000 New
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.9K
TWA
210
TCI Wealth Advisors
Arizona
$37.1K +$19 +1 +0.1%
C
211
Covestor
United Kingdom
$37K -$66.6K -3,493 -65%
AAS
212
Ameritas Advisory Services
Nebraska
$36.3K +$35.2K +1,845 New
SO
213
STRS Ohio
Ohio
$35K +$34.3K +1,800 New
SPIA
214
Steward Partners Investment Advisory
New York
$30.8K -$5.11K -268 -15%
PLU
215
Performa Ltd (US)
South Carolina
$26.5K -$25.8K -1,350 -50%
NFSG
216
Newbridge Financial Services Group
Florida
$25.5K
BCV
217
Banque Cantonale Vaudoise
Switzerland
$23K
Allspring Global Investments
218
Allspring Global Investments
North Carolina
$22K -$31K -1,623 -59%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$21K +$2.8K +147 +16%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$20.3K
HI
221
Harbour Investments
Wisconsin
$19.2K
MHR
222
Matthew Hamilton Rosenberg
$18.3K
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K +$2.82K +148 +19%
IAIM
224
International Assets Investment Management
Florida
$17.9K +$17.4K +910 New
SIC
225
Salem Investment Counselors
North Carolina
$16.7K

SONO Hedge Fund Activity: Q1 2023 in Review

288 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q1 2023, worth a combined $2.17B — up 19% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SONO and 36 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 93 added.

The largest buyer was American Century Companies, adding an estimated $22.9M. The largest seller was Millennium Management, cutting an estimated $50.1M.

  • 288 institutional investors held Sonos (SONO) as of Q1 2023, down from 300 in Q4 2022.
  • Funds reported $2.17B of Sonos stock for Q1 2023, up 19% quarter-over-quarter.
  • 36 funds opened new Sonos positions in Q1 2023 and 43 closed out, a net change of -7 holders.
  • The largest Sonos buyer in Q1 2023 was American Century Companies, an estimated $22.9M added.
  • The largest Sonos seller in Q1 2023 was Millennium Management, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2023.