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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
HI
201
Harbour Investments
Wisconsin
$14.6K -$1.71K -127 -13%
HIA
202
Harbor Investment Advisory
Maryland
$12.1K
EL
203
EMFO LLC
Florida
$10.8K
AF
204
Allworth Financial
California
$9.65K -$54 -4 -0.7%
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$9.35K -$6.41K -475 -46%
FMTCOCP
206
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
HPC
207
HM Payson & Co
Maine
$8.57K
DWM
208
Dogwood Wealth Management
Kansas
$8.57K +$6.75K +500 New
QL
209
Quarry LP
New York
$7.08K -$23K -1,703 -80%
C
210
Covestor
United Kingdom
$7K -$27 -2 -0.5%
GI
211
GS Investments
Minnesota
$6.77K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$6.68K -$931 -69 -15%
WTA
213
Washington Trust Advisors
Massachusetts
$5.62K
EBA
214
Eagle Bay Advisors
New York
$5.35K -$27.7K -2,050 -87%
POIA
215
Pin Oak Investment Advisors
Texas
$5K
GRP
216
Global Retirement Partners
California
$4.54K
PA
217
PSI Advisors
Florida
$4.29K
FCA
218
FinTrust Capital Advisors
South Carolina
$4.29K +$3.37K +250 New
SIC
219
SJS Investment Consulting
Ohio
$3.48K +$1.56K +116 +133%
PA
220
Pineridge Advisors
Missouri
$3.48K +$2.74K +203 New
CWC
221
Carolinas Wealth Consulting
North Carolina
$3.43K
GJIA
222
Glass Jacobson Investment Advisors
Maryland
$3.43K
GEA
223
Glen Eagle Advisors
New Jersey
$3.43K
BFEC
224
Benjamin F. Edwards & Company
Missouri
$3K
Bessemer Group
225
Bessemer Group
New Jersey
$3K +$1.13K +84 +100%

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.