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Sono-Tek
SOTK

24 hedge funds and large institutions have $5.77M invested in Sono-Tek in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

14% more funds holding

Funds holding: 21 → 24 (+3)

9% more capital invested

Capital invested by funds: $5.3M → $5.77M (+$470K)

0.36% more ownership

Funds ownership: 6.44% → 6.81% (+0.36%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$459K
2
JP Morgan Chase
JP Morgan Chase
New York
+$216K
3
Northern Trust
Northern Trust
Illinois
+$93.8K
4
Renaissance Technologies
Renaissance Technologies
New York
+$62.1K
5
BA
Bard Associates
Illinois
+$10.4K

Top Sellers

Rank Fund Capital Flow
1
AIP
ARS Investment Partners
New York
-$355K
2
BlackRock
BlackRock
New York
-$1.16K

SOTK Hedge Fund Activity: Q4 2023 in Review

24 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q4 2023, worth a combined $5.77M — up 8.9% from $5.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SOTK positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $459K. The largest seller was ARS Investment Partners, exiting entirely with an estimated $355K sold.

  • 24 institutional investors held Sono-Tek (SOTK) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $5.77M of Sono-Tek stock for Q4 2023, up 8.9% quarter-over-quarter.
  • 5 funds opened new Sono-Tek positions in Q4 2023 and 1 closed out, a net change of +4 holders.
  • The largest Sono-Tek buyer in Q4 2023 was M&T Bank, an estimated $459K added.
  • The largest Sono-Tek seller in Q4 2023 was ARS Investment Partners, an estimated $355K sold.

Based on aggregated 13F filings for Q4 2023.