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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
RC
301
RegentAtlantic Capital
New Jersey
$211K
SS
302
Sunbelt Securities
Texas
$206K
SC
303
SouthState Corp
Florida
$204K
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$186K +$10.7K +168 +6%
FCA
305
FinTrust Capital Advisors
South Carolina
$167K -$960 -15 -0.5%
AF
306
Allworth Financial
California
$164K +$177K +2,759 New
TRCT
307
Tower Research Capital (TRC)
New York
$161K -$233K -3,642 -57%
Koshinski Asset Management
308
Koshinski Asset Management
Illinois
$157K +$168K +2,630 New
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$151K -$5.44K -85 -3%
BU
310
BBVA USA
Alabama
$141K -$7.29K -114 -5%
SWM
311
Spire Wealth Management
Virginia
$133K +$64 +1 +0%
HI
312
Harbour Investments
Wisconsin
$128K +$26.4K +412 +24%
LAM
313
Lountzis Asset Management
Pennsylvania
$124K
PH
314
Pinnacle Holdings
Oklahoma
$117K +$125K +1,957 New
AF
315
Advisornet Financial
Minnesota
$106K +$113K +1,765 +19,611%
PHK
316
Point72 Hong Kong
Hong Kong
$101K +$88K +1,375 +427%
HWA
317
Heritage Wealth Advisors
Virginia
$96.8K
LS
318
Leelyn Smith
Illinois
$81K -$10.2K -160 -11%
PCG
319
Private Capital Group
Connecticut
$81K +$31.8K +497 +58%
PCM
320
Poehling Capital Management
Wisconsin
$79K +$41.7M +651,742 +20,769%
PA
321
PSI Advisors
Florida
$75K +$80.2K +1,253 New
MHR
322
Matthew Hamilton Rosenberg
$74K
CTB
323
Country Trust Bank
Illinois
$72K
ARMC
324
American Research & Management Company
Massachusetts
$71K
CTC
325
Central Trust Company
Missouri
$71K

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.