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387 hedge funds and large institutions have $4.5B invested in Sonoco in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.1% more ownership

Funds ownership: 75.65%77.74% (+2.1%)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

9% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $5.57M

2% less funds holding

Funds holding: 394387 (-7)

11% less capital invested

Capital invested by funds: $5.06B → $4.5B (-$562M)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
123
Reduced
144
Closed
40
Calls
$5.08M
Puts
$5.57M
Net Calls
-$489K
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
251
BOK Financial
Oklahoma
$421K +$451K +7,053 New
SIM
252
Sonora Investment Management
Arizona
$413K
PFO
253
Pathstone Family Office
New Jersey
$401K +$103K +1,616 +32%
SXL
254
Summit X LLC
Missouri
$393K -$640 -10 -0.2%
PIA
255
Pinion Investment Advisors
Kansas
$392K
TH
256
TCTC Holdings
Texas
$372K
WSTAM
257
Wilbanks Smith & Thomas Asset Management
Virginia
$371K
IMRF
258
Illinois Municipal Retirement Fund
Illinois
$369K
IF
259
Intrua Financial
Texas
$360K +$23.1K +361 +6%
GAM
260
Garrison Asset Management
Arkansas
$355K +$64 +1 +0%
OQS
261
Occudo Quantitative Strategies
Florida
$345K +$371K +5,795 New
SCM
262
Shelton Capital Management
Colorado
$332K
DTL
263
Dynamic Technology Lab
Singapore
$331K +$356K +5,560 New
FM
264
Foster & Motley
Ohio
$325K -$22.2K -347 -6%
Schroder Investment Management Group
265
Schroder Investment Management Group
United Kingdom
$323K +$4.99K +78 +1%
GCA
266
Greenwood Capital Associates
South Carolina
$316K -$65.3K -1,021 -16%
MML Investors Services
267
MML Investors Services
Massachusetts
$314K +$337K +5,271 New
RFC
268
Regions Financial Corp
Alabama
$310K
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$310K +$79.1K +1,236 +31%
Creative Planning
270
Creative Planning
Kansas
$308K +$3.84K +60 +1%
PA
271
Profund Advisors
Maryland
$301K -$80.4K -1,257 -20%
BCI
272
Brinker Capital Investments
Pennsylvania
$298K
WAM
273
World Asset Management
Michigan
$290K -$7.42K -116 -2%
PG
274
Pendal Group
Australia
$286K +$307K +4,800 New
MWNA
275
Marshall Wace North America
New York
$284K +$305K +4,769 New

SON Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q3 2021, worth a combined $4.5B — down 11% from $5.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SON and 38 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 123 added.

The largest buyer was American Century Companies, adding an estimated $45.3M. The largest seller was Invesco, cutting an estimated $62.3M.

  • 387 institutional investors held Sonoco (SON) as of Q3 2021, down from 394 in Q2 2021.
  • Funds reported $4.5B of Sonoco stock for Q3 2021, down 11% quarter-over-quarter.
  • 38 funds opened new Sonoco positions in Q3 2021 and 40 closed out, a net change of -2 holders.
  • The largest Sonoco buyer in Q3 2021 was American Century Companies, an estimated $45.3M added.
  • The largest Sonoco seller in Q3 2021 was Invesco, an estimated $62.3M sold.

Based on aggregated 13F filings for Q3 2021.