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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
EI
326
Ellevest Inc
New York
$68K -$5.05K -79 -6%
CFA
327
Cahill Financial Advisors
Minnesota
$60K +$64K +1,000 New
CIA
328
Cascade Investment Advisors
Oregon
$59.6K
LIM
329
Longfellow Investment Management
Massachusetts
$56K
WT
330
Whittier Trust
California
$56K +$18K +282 +43%
FWM
331
Focused Wealth Management
New York
$55K
DI
332
Disciplined Investments
Oklahoma
$51K
FRA
333
Front Row Advisors
California
$49K
PK
334
Pflug Koory
Nebraska
$48K +$6.33K +99 +14%
CFD
335
Creative Financial Designs
Indiana
$42K
Simplex Trading
336
Simplex Trading
Illinois
$40K -$32K -500 -45%
FPS
337
Fieldpoint Private Securities
Connecticut
$40K +$4.03K +63 +10%
CFO
338
CVA Family Office
Colorado
$40K +$50.5K +790 New
SWA
339
SOA Wealth Advisors
New York
$37K +$320 +5 +0.8%
CWP
340
Concord Wealth Partners
Virginia
$36K -$30.8K -482 -45%
HPC
341
HM Payson & Co
Maine
$36K
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$1.6K +25 +5%
CWC
343
Carolinas Wealth Consulting
North Carolina
$35K +$19.4K +304 +105%
GLLW
344
Graves Light Lenhart Wealth
Virginia
$30K
MA
345
MUFG Americas
New York
$30K
BCA
346
Berman Capital Advisors
Georgia
$30K +$20.7K +324 +168%
TAM
347
Tucker Asset Management
Colorado
$30K +$8.57K +134 +35%
CWM
348
Cranbrook Wealth Management
Michigan
$27K
PA
349
Parallel Advisors
California
$27K +$6.85K +107 +31%
QCG
350
Quadrant Capital Group
Ohio
$26K +$10.5K +164 +59%

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.