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394 hedge funds and large institutions have $5.06B invested in Sonoco in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 132 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $11.2M

6% more capital invested

Capital invested by funds: $4.8B → $5.06B (+$264M)

8% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 132

0.14% less ownership

Funds ownership: 75.79%75.65% (-0.14%)

5% less funds holding

Funds holding: 416394 (-22)

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
394
Holders Change
-22
Holders Change %
-5.29%
% of All Funds
6.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
142
Reduced
132
Closed
52
Calls
$13.4M
Puts
$11.2M
Net Calls
+$2.18M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
301
IVC Wealth Advisors
Pennsylvania
$216K -$23.2K -350 -10%
CI
302
Cigna Investments
Connecticut
$212K -$26.6K -400 -11%
IAA
303
Independent Advisor Alliance
North Carolina
$212K +$266 +4 +0.1%
PCM
304
Poehling Capital Management
Wisconsin
$210K +$208K +3,138 New
ZCM
305
Ziegler Capital Management
Illinois
$207K +$205K +3,090 New
SS
306
Sunbelt Securities
Texas
$206K -$67.3K -1,014 -25%
GCP
307
GSA Capital Partners
United Kingdom
$205K -$9.36K -141 -4%
PNC
308
Park National Corp
Ohio
$203K +$202K +3,039 New
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$198K +$72.6K +1,094 +59%
FCA
310
FinTrust Capital Advisors
South Carolina
$189K +$30.7K +462 +20%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$175K -$66.4K -1,000 -28%
BU
312
BBVA USA
Alabama
$166K +$164K +2,476 New
SWM
313
Spire Wealth Management
Virginia
$149K +$66 +1 +0%
LAM
314
Lountzis Asset Management
Pennsylvania
$139K
FC
315
FORA Capital
Florida
$133K +$132K +1,992 New
HI
316
Harbour Investments
Wisconsin
$116K +$78.1K +1,176 +210%
HWA
317
Heritage Wealth Advisors
Virginia
$109K +$108K +1,625 New
LS
318
Leelyn Smith
Illinois
$102K -$1.33K -20 -1%
PGWM
319
Parisi Gray Wealth Management
New Jersey
$86K +$85.5K +1,287 New
MHR
320
Matthew Hamilton Rosenberg
$84K
EI
321
Ellevest Inc
New York
$82K -$1.79K -27 -2%
FWM
322
FFT Wealth Management
Pennsylvania
$82K +$81.1K +1,222 New
CTB
323
Country Trust Bank
Illinois
$81K
ARMC
324
American Research & Management Company
Massachusetts
$80K
CTC
325
Central Trust Company
Missouri
$80K

SON Hedge Fund Activity: Q2 2021 in Review

394 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q2 2021, worth a combined $5.06B — up 5.5% from $4.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of SON and 33 opened new positions — a net loss of 19 holders — while 132 trimmed existing stakes and 142 added.

The largest buyer was Macquarie Group, adding an estimated $47.9M. The largest seller was Janus Henderson Group, cutting an estimated $34.6M.

  • 394 institutional investors held Sonoco (SON) as of Q2 2021, down from 416 in Q1 2021.
  • Funds reported $5.06B of Sonoco stock for Q2 2021, up 5.5% quarter-over-quarter.
  • 33 funds opened new Sonoco positions in Q2 2021 and 52 closed out, a net change of -19 holders.
  • The largest Sonoco buyer in Q2 2021 was Macquarie Group, an estimated $47.9M added.
  • The largest Sonoco seller in Q2 2021 was Janus Henderson Group, an estimated $34.6M sold.

Based on aggregated 13F filings for Q2 2021.