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Sono-Tek

27 hedge funds and large institutions have $5.55M invested in Sono-Tek in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.46M 299,255 +457 +0.2%
MWM
2
Modera Wealth Management
New Jersey
$905K 184,975 -68 -0%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$518K 105,901
M&T Bank
4
M&T Bank
New York
$437K 89,412
Stifel Financial
5
Stifel Financial
Missouri
$293K 60,000
WC
6
Wynnefield Capital
New York
$249K 50,950
BMC
7
Benin Management Corp
Connecticut
$236K 48,300
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$205K 41,990 -102 -0.2%
BA
9
Bard Associates
Illinois
$199K 40,630 +15,350 +61%
BFA
10
Beaumont Financial Advisors
Massachusetts
$179K 36,671
Renaissance Technologies
11
Renaissance Technologies
New York
$139K 28,400 +16,300 +135%
Northern Trust
12
Northern Trust
Illinois
$134K 27,303 -2,424 -8%
BlackRock
13
BlackRock
New York
$103K 21,010 +1,098 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$80.6K 16,491 +1,945 +13%
Citadel Advisors
15
Citadel Advisors
Florida
$79.2K 16,201 +16,201 New
PFA
16
Peak Financial Advisors
Colorado
$71K 14,521
FWM
17
Focused Wealth Management
New York
$60.4K 12,343 -877 -7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$59.6K 12,185 +12,185 New
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$54K 11,223
Morgan Stanley
20
Morgan Stanley
New York
$49.8K 10,192 -10,058 -50%
TRCT
21
Tower Research Capital (TRC)
New York
$14.3K 2,929 +1,056 +56%
Citigroup
22
Citigroup
New York
$9.64K 1,972 +1,972 New
SWM
23
Spire Wealth Management
Virginia
$4.9K 1,002 +1,002 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K 219 +32 +17%
Wells Fargo
25
Wells Fargo
California
$445 91 +1 +1%