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Sono-Tek
SOTK

25 hedge funds and large institutions have $7.46M invested in Sono-Tek in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more capital invested

Capital invested by funds: $4.34M → $7.46M (+$3.13M)

14% more funds holding

Funds holding: 22 → 25 (+3)

4.98% more ownership

Funds ownership: 6.83% → 11.82% (+5%)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% 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
3
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$3.42M
2
Northern Trust
Northern Trust
Illinois
+$67.3K
3
State Street
State Street
Massachusetts
+$60.2K
4
BA
Bard Associates
Illinois
+$13.3K
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.84K

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$41.6K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$25K
3
UBS Group
UBS Group
Switzerland
-$20.7K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.92K
5
TRCT
Tower Research Capital (TRC)
New York
-$2.67K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$3.1M +$3.42M +773,386 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21M – – –
UBS Group
3
UBS Group
Switzerland
$580K -$20.7K -4,674 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$503K – – –
M&T Bank
5
M&T Bank
New York
$321K -$41.6K -9,412 -11%
Stifel Financial
6
Stifel Financial
Missouri
$241K – – –
BA
7
Bard Associates
Illinois
$226K +$13.3K +3,006 +6%
WC
8
Wynnefield Capital
New York
$204K – – –
BMC
9
Benin Management Corp
Connecticut
$192K -$1.33K -300 -0.6%
Northern Trust
10
Northern Trust
Illinois
$165K +$67.3K +15,212 +59%
BFA
11
Beaumont Financial Advisors
Massachusetts
$147K – – –
Renaissance Technologies
12
Renaissance Technologies
New York
$134K +$8.84K +2,000 +6%
BlackRock
13
BlackRock
New York
$83.5K -$239 -54 -0.3%
PFA
14
Peak Financial Advisors
Colorado
$58.2K – – –
State Street
15
State Street
Massachusetts
$54.6K +$60.2K +13,612 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$51.1K -$7.92K -1,792 -12%
FWM
17
Focused Wealth Management
New York
$49.5K – – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$49.1K -$25K -5,656 -32%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$44K – – –
Morgan Stanley
20
Morgan Stanley
New York
$40.6K – – –
TRCT
21
Tower Research Capital (TRC)
New York
$1.65K -$2.67K -605 -59%
Bank of America
22
Bank of America
North Carolina
$421 -$9 -2 -2%
SS
23
SBI Securities
Japan
$401 +$442 +100 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$92 – – –
JP Morgan Chase
25
JP Morgan Chase
New York
$60 – – –

SOTK Hedge Fund Activity: Q4 2024 in Review

25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q4 2024, worth a combined $7.46M — up 72% from $4.34M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SOTK positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $3.42M. The largest seller was M&T Bank, cutting an estimated $41.6K.

  • 25 institutional investors held Sono-Tek (SOTK) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $7.46M of Sono-Tek stock for Q4 2024, up 72% quarter-over-quarter.
  • 3 funds opened new Sono-Tek positions in Q4 2024 and 0 closed out, a net change of +3 holders.
  • The largest Sono-Tek buyer in Q4 2024 was Signature Estate & Investment Advisors, an estimated $3.42M added.
  • The largest Sono-Tek seller in Q4 2024 was M&T Bank, an estimated $41.6K sold.

Based on aggregated 13F filings for Q4 2024.