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Sono-Tek
SOTK

23 hedge funds and large institutions have $5.48M invested in Sono-Tek in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

12% more capital invested

Capital invested by funds: $4.89M → $5.48M (+$595K)

10% more funds holding

Funds holding: 21 → 23 (+2)

0.4% more ownership

Funds ownership: 6.04% → 6.45% (+0.4%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WC
Wynnefield Capital
New York
+$266K
2
TSS
Two Sigma Securities
New York
+$69K
3
BlackRock
BlackRock
New York
+$12.7K
4
Northern Trust
Northern Trust
Illinois
+$2.19K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.01K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.99K
2
BMC
Benin Management Corp
Connecticut
-$5.32K
3
TRCT
Tower Research Capital (TRC)
New York
-$2.11K

SOTK Hedge Fund Activity: Q2 2023 in Review

23 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q2 2023, worth a combined $5.48M — up 12% from $4.89M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SOTK positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Wynnefield Capital, adding an estimated $266K. The largest seller was UBS Group, cutting an estimated $6.99K.

  • 23 institutional investors held Sono-Tek (SOTK) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $5.48M of Sono-Tek stock for Q2 2023, up 12% quarter-over-quarter.
  • 2 funds opened new Sono-Tek positions in Q2 2023 and 0 closed out, a net change of +2 holders.
  • The largest Sono-Tek buyer in Q2 2023 was Wynnefield Capital, an estimated $266K added.
  • The largest Sono-Tek seller in Q2 2023 was UBS Group, an estimated $6.99K sold.

Based on aggregated 13F filings for Q2 2023.