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Sono-Tek
SOTK

21 hedge funds and large institutions have $4.89M invested in Sono-Tek in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

11% more funds holding

Funds holding: 19 → 21 (+2)

0.2% more ownership

Funds ownership: 5.85% → 6.04% (+0.2%)

17% less capital invested

Capital invested by funds: $5.91M → $4.89M (-$1.02M)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$62.9K
2
Morgan Stanley
Morgan Stanley
New York
+$19K
3
UBS Group
UBS Group
Switzerland
+$8.24K
4
BlackRock
BlackRock
New York
+$3.25K
5
TRCT
Tower Research Capital (TRC)
New York
+$1.41K

Top Sellers

Rank Fund Capital Flow
1
BMC
Benin Management Corp
Connecticut
-$570
2
Bank of America
Bank of America
North Carolina
-$64

SOTK Hedge Fund Activity: Q1 2023 in Review

21 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q1 2023, worth a combined $4.89M — down 17% from $5.91M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SOTK positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $62.9K. The largest seller was Benin Management Corp, cutting an estimated $570.

  • 21 institutional investors held Sono-Tek (SOTK) as of Q1 2023, up from 19 in Q4 2022.
  • Funds reported $4.89M of Sono-Tek stock for Q1 2023, down 17% quarter-over-quarter.
  • 3 funds opened new Sono-Tek positions in Q1 2023 and 1 closed out, a net change of +2 holders.
  • The largest Sono-Tek buyer in Q1 2023 was Northern Trust, an estimated $62.9K added.
  • The largest Sono-Tek seller in Q1 2023 was Benin Management Corp, an estimated $570 sold.

Based on aggregated 13F filings for Q1 2023.