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445 hedge funds and large institutions have $4.33B invested in Sonoco in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 177 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

1% less funds holding

Funds holding: 448445 (-3)

1.07% less ownership

Funds ownership: 77.91%76.84% (-1.1%)

8% less capital invested

Capital invested by funds: $4.72B → $4.33B (-$393M)

19% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 177

24% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $9.01M

Holders
445
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
7.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
144
Reduced
177
Closed
42
Calls
$6.86M
Puts
$9.01M
Net Calls
-$2.16M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
NERM
251
New England Research & Management
Illinois
$583K -$12.7K -225 -2%
CA
252
CoreCap Advisors
Michigan
$580K +$39.7K +701 +7%
IA
253
IFP Advisors
Florida
$574K +$69.7K +1,232 +13%
NYLIM
254
New York Life Investment Management
New York
$564K +$311K +5,494 +113%
Luther King Capital Management (LKCM)
255
Luther King Capital Management (LKCM)
Texas
$536K -$22.6K -400 -4%
BEAM
256
Baker Ellis Asset Management
Washington
$528K -$28.3K -500 -5%
DIP
257
Davis Investment Partners
North Carolina
$528K
EI
258
Ethic Inc
New York
$526K -$164K -2,898 -23%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$524K -$128K -2,267 -19%
RC
260
RBF Capital
California
$522K
WA
261
Waverly Advisors
Alabama
$516K -$1.87K -33 -0.3%
GT
262
Glenmede Trust
Pennsylvania
$504K +$179K +3,158 +52%
Creative Planning
263
Creative Planning
Kansas
$494K +$11.3K +200 +2%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$492K +$19.6K +346 +4%
HSBC Holdings
265
HSBC Holdings
United Kingdom
$486K +$307K +5,429 +155%
Axa
266
Axa
France
$484K +$22.6K +400 +5%
UCFA
267
United Capital Financial Advisors
Texas
$478K -$962 -17 -0.2%
KFA
268
Krane Funds Advisors
New York
$476K +$271K +4,785 +120%
OQS
269
Occudo Quantitative Strategies
Florida
$476K +$495K +8,751 New
MHI
270
Miller Howard Investments
New York
$470K -$28.4K -501 -5%
CGH
271
Crossmark Global Holdings
Texas
$470K -$16.5K -291 -3%
MFC
272
Morris Financial Concepts
South Carolina
$469K
CAM
273
Cresset Asset Management
Illinois
$456K +$4.42K +78 +0.9%
NFC
274
Northeast Financial Consultants
Connecticut
$451K
SAM
275
Securian Asset Management
Minnesota
$451K -$24.1K -426 -5%