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Sono-Tek
SOTK

10 hedge funds and large institutions have $1.35M invested in Sono-Tek in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 0% → 2.12% (+2.1%)

Holders
10
Holders Change
+10
Holders Change %
–
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIP
ARS Investment Partners
New York
+$291K
2
Stifel Financial
Stifel Financial
Missouri
+$215K
3
BMC
Benin Management Corp
Connecticut
+$186K
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$152K
5
BFA
Beaumont Financial Advisors
Massachusetts
+$131K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1
ARS Investment Partners
New York
$333K +$291K +81,300 New
Stifel Financial
2
Stifel Financial
Missouri
$246K +$215K +60,000 New
BMC
3
Benin Management Corp
Connecticut
$213K +$186K +52,000 New
JMPWA
4
JP Morgan Private Wealth Advisors
California
$175K +$152K +42,580 New
BFA
5
Beaumont Financial Advisors
Massachusetts
$150K +$131K +36,671 New
BA
6
Bard Associates
Illinois
$82K +$71.5K +20,000 New
PFA
7
Peak Financial Advisors
Colorado
$82K +$71.9K +20,100 New
FWM
8
Focused Wealth Management
New York
$61K +$53.6K +14,992 New
UBS Group
9
UBS Group
Switzerland
$7K +$5.73K +1,601 New
Bank of America
10
Bank of America
North Carolina
$1K +$1.06K +296 New

SOTK Hedge Fund Activity: Q3 2021 in Review

10 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q3 2021, worth a combined $1.35M.

Buyers outnumbered sellers: 10 funds opened new SOTK positions and 0 closed out — a net gain of 10 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was ARS Investment Partners, opening a new position worth an estimated $291K.

  • 10 institutional investors held Sono-Tek (SOTK) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $1.35M of Sono-Tek stock for Q3 2021.
  • 10 funds opened new Sono-Tek positions in Q3 2021 and 0 closed out, a net change of +10 holders.
  • The largest Sono-Tek buyer in Q3 2021 was ARS Investment Partners, an estimated $291K added.

Based on aggregated 13F filings for Q3 2021.