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282 hedge funds and large institutions have $2.07B invested in Sonos in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $11.3M

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

10% more funds holding

Funds holding: 257282 (+25)

9% more capital invested

Capital invested by funds: $1.89B → $2.07B (+$176M)

0.53% less ownership

Funds ownership: 88.19%87.66% (-0.53%)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 94

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
282
Holders Change
+25
Holders Change %
+9.73%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
70
Reduced
94
Closed
40
Calls
$20.6M
Puts
$11.3M
Net Calls
+$9.26M
Net Calls Change
-$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$375M -$12.1M -683,102 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$272M +$2.9M +163,736 +1%
TI
3
Trigran Investments
Illinois
$116M -$10.8M -606,779 -9%
State Street
4
State Street
Massachusetts
$93M +$996K +56,169 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$81.5M -$310K -17,503 -0.4%
CCM
6
Coliseum Capital Management
Connecticut
$70.6M -$39.3M -2,216,515 -37%
Jacobs Levy Equity Management
7
Jacobs Levy Equity Management
New Jersey
$55.1M +$4.73M +266,748 +10%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$53.7M +$50M +2,819,393 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$53.3M +$215K +12,121 +0.4%
American Century Companies
10
American Century Companies
Missouri
$47.2M +$16M +903,862 +57%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$46.9M -$8.87M -500,493 -17%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$46.1M +$1.13M +63,642 +3%
Franklin Resources
13
Franklin Resources
California
$37.6M -$3.53M -198,960 -9%
Morgan Stanley
14
Morgan Stanley
New York
$33.7M -$72.7M -4,098,978 -70%
Charles Schwab
15
Charles Schwab
California
$29.4M +$2.61M +147,244 +11%
ACB
16
Aristotle Capital Boston
Massachusetts
$29.3M -$125K -7,034 -0.5%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$28.9M -$589K -33,220 -2%
Victory Capital Management
18
Victory Capital Management
Texas
$28.8M +$18.1M +1,021,735 +209%
Man Group
19
Man Group
United Kingdom
$28.2M +$26.1M +1,470,215 +14,693%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$27.7M -$2.57M -144,879 -9%
Marshall Wace
21
Marshall Wace
United Kingdom
$25.5M +$23.7M +1,337,869 New
Northern Trust
22
Northern Trust
Illinois
$24.6M -$1.03M -57,985 -4%
Goldman Sachs
23
Goldman Sachs
New York
$22.9M +$14.6M +822,462 +216%
N
24
Nuveen
North Carolina
$21.8M -$2.37M -133,703 -10%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$19.3M -$1.31M -73,824 -7%

SONO Hedge Fund Activity: Q1 2024 in Review

282 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sonos (SONO) for Q1 2024, worth a combined $2.07B — up 9.3% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SONO positions and 40 closed out — a net gain of 25 holders — while 70 added to existing stakes and 94 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $50M. The largest seller was Morgan Stanley, cutting an estimated $72.7M.

  • 282 institutional investors held Sonos (SONO) as of Q1 2024, up from 257 in Q4 2023.
  • Funds reported $2.07B of Sonos stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 65 funds opened new Sonos positions in Q1 2024 and 40 closed out, a net change of +25 holders.
  • The largest Sonos buyer in Q1 2024 was Pacer Advisors, an estimated $50M added.
  • The largest Sonos seller in Q1 2024 was Morgan Stanley, an estimated $72.7M sold.

Based on aggregated 13F filings for Q1 2024.