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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
HSA
276
HBK Sorce Advisory
Pennsylvania
$283K -$74.9K -1,170 -20%
William Blair & Company
277
William Blair & Company
Illinois
$281K -$19.6K -306 -6%
DBIA
278
Dumont & Blake Investment Advisors
New Jersey
$278K +$3.9K +61 +1%
ESCM
279
Echo Street Capital Management
New York
$274K +$294K +4,598 New
AAS
280
Avantax Advisory Services
Texas
$267K -$16K -250 -5%
EVM
281
Eaton Vance Management
Massachusetts
$258K -$2.17K -34 -0.2%
CP
282
Covenant Partners
Tennessee
$252K
APG
283
Abacus Planning Group
South Carolina
$252K +$8.64K +135 +3%
OIA
284
OneDigital Investment Advisors
Kansas
$250K +$25K +390 +10%
HDIM
285
Hanson & Doremus Investment Management
Vermont
$249K -$142K -2,215 -35%
Neuberger Berman Group
286
Neuberger Berman Group
New York
$247K -$211K -3,298 -40%
MAM
287
Meeder Asset Management
Ohio
$245K -$62.1K -970 -19%
FEM
288
Fulcrum Equity Management
Texas
$241K +$32.7K +511 +14%
FAFN
289
First Affirmative Financial Network
Colorado
$238K +$255K +3,986 New
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$234K +$25.3K +396 +11%
Assenagon Asset Management
291
Assenagon Asset Management
Luxembourg
$234K +$251K +3,921 New
IA
292
IFP Advisors
Florida
$232K +$23.7K +370 +11%
II
293
Inspire Investing
Idaho
$232K +$249K +3,894 New
MIM
294
MTM Investment Management
South Carolina
$226K
CT
295
Caldwell Trust
Florida
$225K -$17.3K -271 -7%
EI
296
Ethic Inc
New York
$217K +$233K +3,639 New
Baird Financial Group
297
Baird Financial Group
Wisconsin
$216K
HCM
298
Howland Capital Management
Massachusetts
$215K
ONST
299
Old North State Trust
North Carolina
$215K
GTCM
300
Gyon Technologies Capital Management
New Jersey
$212K +$227K +3,552 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.