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344 hedge funds and large institutions have $3.86B invested in Sonoco in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 111 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

20% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $2.18M

18% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 111

1.58% more ownership

Funds ownership: 71.76%73.34% (+1.6%)

2% more capital invested

Capital invested by funds: $3.77B → $3.86B (+$85.8M)

1% more funds holding

Funds holding: 342344 (+2)

Holders
344
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
8.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
131
Reduced
111
Closed
28
Calls
$2.61M
Puts
$2.18M
Net Calls
+$434K
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
Community Bank
New York
$79K
Fuller & Thaler Asset Management
302
Fuller & Thaler Asset Management
California
$74K
WEC
303
Winslow Evans & Crocker
Massachusetts
$73.8K
ARMC
304
American Research & Management Company
Massachusetts
$69K
IWM
305
IHT Wealth Management
Illinois
$67K +$430 +8 +0.6%
DADC
306
D.A. Davidson & Co
Montana
$64K -$1.51K -28 -2%
CTC
307
Central Trust Company
Missouri
$64K
CG
308
Cutler Group
California
$57K +$55.5K +1,032 +1,947%
TCOV
309
Trust Company of Vermont
Vermont
$53K
CIA
310
Cascade Investment Advisors
Oregon
$52.9K
PHK
311
Point72 Hong Kong
Hong Kong
$50K +$51K +948 New
FWM
312
Focused Wealth Management
New York
$49K
FPFS
313
First Personal Financial Services
North Carolina
$34K
IUHSA
314
Itau Unibanco Holding S.A.
Brazil
$34K +$26.4K +490 +306%
Parallax Volatility Advisers
315
Parallax Volatility Advisers
California
$33K +$33.5K +623 New
OC
316
Oakworth Capital
Alabama
$32K
WT
317
Whittier Trust
California
$31K
GWM
318
Geneos Wealth Management
Colorado
$29K
EA
319
Edge Advisors
Georgia
$27K -$1.94K -36 -6%
MA
320
MUFG Americas
New York
$26K
PA
321
Parallel Advisors
California
$23K +$7.21K +134 +44%
AssetMark Inc
322
AssetMark Inc
California
$21K -$323 -6 -1%
RFA
323
Reilly Financial Advisors
California
$21K +$21.7K +403 New
TRCT
324
Tower Research Capital (TRC)
New York
$20K -$27.1K -504 -57%
JWA
325
JFS Wealth Advisors
Pennsylvania
$18K

SON Hedge Fund Activity: Q1 2017 in Review

344 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q1 2017, worth a combined $3.86B — up 2.3% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SON positions and 28 closed out — a net gain of 10 holders — while 131 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $586M. The largest seller was Allianz Asset Management, cutting an estimated $43.4M.

  • 344 institutional investors held Sonoco (SON) as of Q1 2017, up from 342 in Q4 2016.
  • Funds reported $3.86B of Sonoco stock for Q1 2017, up 2.3% quarter-over-quarter.
  • 38 funds opened new Sonoco positions in Q1 2017 and 28 closed out, a net change of +10 holders.
  • The largest Sonoco buyer in Q1 2017 was BlackRock, an estimated $586M added.
  • The largest Sonoco seller in Q1 2017 was Allianz Asset Management, an estimated $43.4M sold.

Based on aggregated 13F filings for Q1 2017.