We are live on ! Find out more

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
BlackRock
1
BlackRock
New York
$349M +$8.14M +603,393 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$241M -$706K -52,321 -0.4%
TI
3
Trigran Investments
Illinois
$114M -$323K -23,949 -0.4%
CCM
4
Coliseum Capital Management
Connecticut
$101M -$8.93M -661,882 -10%
Morgan Stanley
5
Morgan Stanley
New York
$101M +$58.3M +4,318,096 +279%
State Street
6
State Street
Massachusetts
$82.7M +$1.84M +136,747 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$73.6M -$3.56M -263,588 -6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$50.8M +$2.99M +221,875 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$47.7M +$1.84M +136,338 +5%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$45M -$763K -56,580 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$40.3M -$266K -19,740 -0.8%
Franklin Resources
12
Franklin Resources
California
$37.2M -$40.9M -3,034,031 -58%
HRCM
13
Hawk Ridge Capital Management
California
$34.9M -$27.8M -2,059,523 -50%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$27.4M +$108K +7,990 +0.5%
American Century Companies
15
American Century Companies
Missouri
$27M +$20.9M +1,545,835 +5,766%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$26.6M -$4.76M -352,785 -19%
ACB
17
Aristotle Capital Boston
Massachusetts
$26.5M +$102K +7,579 +0.5%
Charles Schwab
18
Charles Schwab
California
$23.9M +$1.12M +83,110 +6%
Northern Trust
19
Northern Trust
Illinois
$23.1M -$147K -10,912 -0.8%
Millennium Management
20
Millennium Management
New York
$23M +$17M +1,257,681 +1,478%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$22.2M +$6.03M +447,297 +53%
N
22
Nuveen
North Carolina
$21.9M +$6.1M +452,117 +55%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$18.6M +$14.6M +1,079,800 +19,908%
DDPIC
24
Deroy & Devereaux Private Investment Counsel
Michigan
$17M -$293K -21,742 -2%
Norges Bank
25
Norges Bank
Norway
$13.6M -$1.62M -120,354 -13%

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.