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401 hedge funds and large institutions have $3.75B invested in Sonoco in 2017 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $1.5M

177% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 30

14% more funds holding

Funds holding: 353401 (+48)

2% more capital invested

Capital invested by funds: $3.67B → $3.75B (+$83.8M)

2% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 122

2.15% less ownership

Funds ownership: 73.19%71.04% (-2.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
401
Holders Change
+48
Holders Change %
+13.6%
% of All Funds
9.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
83
Increased
124
Reduced
122
Closed
30
Calls
$5.99M
Puts
$1.5M
Net Calls
+$4.49M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
251
Hanson & Doremus Investment Management
Vermont
$418K
BCM
252
Brookstone Capital Management
Illinois
$416K -$2.41K -46 -0.6%
Wolverine Trading
253
Wolverine Trading
Illinois
$416K +$410K +7,828 New
SCM
254
Shelton Capital Management
Colorado
$402K
Franklin Resources
255
Franklin Resources
California
$393K +$14.4K +275 +4%
AAM
256
Azzad Asset Management
Virginia
$386K +$7.96K +152 +2%
BO
257
Bank OZK
Arkansas
$376K +$370K +7,069 New
Squarepoint
258
Squarepoint
New York
$372K +$367K +7,009 New
Truist Financial
259
Truist Financial
North Carolina
$365K -$25.6K -490 -7%
WAM
260
World Asset Management
Michigan
$352K -$15.5K -297 -4%
AP
261
Advisor Partners
California
$347K +$105 +2 +0%
DIM
262
DC Investments Management
Virginia
$346K +$340K +6,502 New
GXMC
263
Global X Management Company
New York
$341K -$3.09K -59 -0.9%
GD
264
Grandfield & Dodd
New York
$341K
TH
265
TCTC Holdings
Texas
$332K
VAM
266
Visionary Asset Management
Texas
$328K +$9.21K +176 +3%
BCM
267
Bayesian Capital Management
New York
$328K +$323K +6,172 New
LIA
268
LS Investment Advisors
Michigan
$327K -$73.4K -1,403 -19%
Creative Planning
269
Creative Planning
Kansas
$326K +$38K +726 +13%
SA
270
Sicart Associates
New York
$319K +$314K +6,000 New
SAM
271
Shamrock Asset Management
Texas
$315K
PP
272
Prudential plc
United Kingdom
$308K -$78.5K -1,500 -21%
William Blair & Company
273
William Blair & Company
Illinois
$301K +$7.8K +149 +3%
Barclays
274
Barclays
United Kingdom
$285K -$132K -2,523 -32%
RI
275
Ridgewood Investments
New Jersey
$280K +$22.6K +431 +9%

SON Hedge Fund Activity: Q4 2017 in Review

401 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q4 2017, worth a combined $3.75B — up 2.3% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SON positions and 30 closed out — a net gain of 53 holders — while 124 added to existing stakes and 122 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.4M. The largest seller was Millennium Management, cutting an estimated $46M.

  • 401 institutional investors held Sonoco (SON) as of Q4 2017, up from 353 in Q3 2017.
  • Funds reported $3.75B of Sonoco stock for Q4 2017, up 2.3% quarter-over-quarter.
  • 83 funds opened new Sonoco positions in Q4 2017 and 30 closed out, a net change of +53 holders.
  • The largest Sonoco buyer in Q4 2017 was Fidelity Investments, an estimated $18.4M added.
  • The largest Sonoco seller in Q4 2017 was Millennium Management, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2017.