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343 hedge funds and large institutions have $3.68B invested in Sonos in 2021 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 94 increasing their positions, 114 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 38

84% more capital invested

Capital invested by funds: $2B → $3.68B (+$1.68B)

46% more call options, than puts

Call options by funds: $176M | Put options by funds: $120M

20% more funds holding

Funds holding: 286343 (+57)

6.38% more ownership

Funds ownership: 75.83%82.21% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

18% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 114

Holders
343
Holders Change
+57
Holders Change %
+19.93%
% of All Funds
6.02%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
98
Increased
94
Reduced
114
Closed
38
Calls
$176M
Puts
$120M
Net Calls
+$55.8M
Net Calls Change
+$8.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$438M +$200M +5,939,625 +103%
Vanguard Group
2
Vanguard Group
Pennsylvania
$411M +$50.3M +1,489,788 +16%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$192M +$86.3M +2,555,818 +100%
Morgan Stanley
4
Morgan Stanley
New York
$106M -$37.3M -1,104,132 -28%
Citadel Advisors
5
Citadel Advisors
Florida
$95.6M -$43.9M -1,300,918 -34%
Two Sigma Investments
6
Two Sigma Investments
New York
$88.6M +$15.3M +453,868 +24%
Renaissance Technologies
7
Renaissance Technologies
New York
$86.2M -$40.2M -1,191,483 -34%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$83.6M +$21.7M +644,300 +41%
State Street
9
State Street
Massachusetts
$82.9M +$20.5M +608,177 +38%
JP Morgan Chase
10
JP Morgan Chase
New York
$78.4M +$64.4M +1,907,195 +1,024%
N
11
Nuveen
North Carolina
$72.8M +$4.94M +146,447 +8%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$71.7M +$9.08M +268,953 +16%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$68.8M +$16.3M +483,017 +36%
Norges Bank
14
Norges Bank
Norway
$68.7M +$52.2M +1,547,852 +543%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$59.5M +$34.6M +1,025,573 +182%
Bank of America
16
Bank of America
North Carolina
$54.8M +$3.06M +90,608 +7%
SCM
17
Sandler Capital Management
New York
$52.4M +$47.2M +1,397,810 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$50.6M +$18.4M +546,460 +68%
HRCM
19
Hawk Ridge Capital Management
California
$50.4M -$54.9M -1,628,020 -55%
Northern Trust
20
Northern Trust
Illinois
$48.3M +$9.04M +267,738 +26%
TI
21
Trigran Investments
Illinois
$46.2M -$45.5M -1,349,477 -52%
Franklin Resources
22
Franklin Resources
California
$46.1M +$1.67M +49,623 +4%
Goldman Sachs
23
Goldman Sachs
New York
$45.1M -$856K -25,367 -2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$44.7M -$4.24M -125,710 -10%
ACB
25
Aristotle Capital Boston
Massachusetts
$41.2M -$16M -474,768 -30%

SONO Hedge Fund Activity: Q1 2021 in Review

343 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q1 2021, worth a combined $3.68B — up 84% from $2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SONO positions and 38 closed out — a net gain of 60 holders — while 94 added to existing stakes and 114 trimmed.

The largest buyer was BlackRock, adding an estimated $200M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $54.9M.

  • 343 institutional investors held Sonos (SONO) as of Q1 2021, up from 286 in Q4 2020.
  • Funds reported $3.68B of Sonos stock for Q1 2021, up 84% quarter-over-quarter.
  • 98 funds opened new Sonos positions in Q1 2021 and 38 closed out, a net change of +60 holders.
  • The largest Sonos buyer in Q1 2021 was BlackRock, an estimated $200M added.
  • The largest Sonos seller in Q1 2021 was Hawk Ridge Capital Management, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2021.