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442 hedge funds and large institutions have $4.46B invested in Sonoco in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $9.51M | Put options by funds: $3.87M

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

13% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 138

3% more funds holding

Funds holding: 431442 (+11)

4% more capital invested

Capital invested by funds: $4.28B → $4.46B (+$182M)

0.11% more ownership

Funds ownership: 78.08%78.18% (+0.11%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
442
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
7.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
156
Reduced
138
Closed
42
Calls
$9.51M
Puts
$3.87M
Net Calls
+$5.64M
Net Calls Change
+$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
326
MTM Investment Management
South Carolina
$230K
MAM
327
Martingale Asset Management
Massachusetts
$224K -$91.3K -1,520 -29%
CT
328
Caldwell Trust
Florida
$221K
CCM
329
Coldstream Capital Management
Washington
$211K +$209K +3,474 New
HCM
330
Howland Capital Management
Massachusetts
$207K +$205K +3,408 New
ONST
331
Old North State Trust
North Carolina
$206K
BAMF
332
BI Asset Management Fondsmaeglerselskab
Denmark
$202K +$200K +3,333 New
MFG
333
Merit Financial Group
Georgia
$202K +$200K +3,324 New
LCOV
334
London Company of Virginia
Virginia
$200K +$198K +3,300 New
SC
335
SouthState Corp
Florida
$178K
SOW
336
State of Wyoming
Wyoming
$176K +$126K +2,095 +263%
CMBA
337
C.M. Bidwell & Associates
Hawaii
$174K
TRCT
338
Tower Research Capital (TRC)
New York
$158K -$651K -10,828 -81%
AF
339
Allworth Financial
California
$132K +$1.08K +18 +0.8%
SWM
340
Spire Wealth Management
Virginia
$121K
GWMI
341
Guardian Wealth Management (Illinois)
Illinois
$117K -$5.83K -97 -5%
Dimensional Fund Advisors
342
Dimensional Fund Advisors
Texas
$116K +$1.02M +17,046 +0.9%
CTA
343
Colonial Trust Advisors
South Carolina
$97.2K +$96.2K +1,602 New
NF
344
Norwood Financial
Pennsylvania
$81.9K
CTB
345
Country Trust Bank
Illinois
$73.6K
NA
346
NewEdge Advisors
Louisiana
$73.5K +$95.8K +1,595 +27%
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$73K +$16.9K +282 +31%
CTC
348
Central Trust Company
Missouri
$72.9K
BWP
349
Baldwin Wealth Partners
Massachusetts
$72.9K +$72.1K +1,200 New
CWC
350
Carolinas Wealth Consulting
North Carolina
$58.2K +$1.08K +18 +0.1%

SON Hedge Fund Activity: Q4 2022 in Review

442 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q4 2022, worth a combined $4.46B — up 4.2% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SON positions and 42 closed out — a net gain of 16 holders — while 156 added to existing stakes and 138 trimmed.

The largest buyer was BlackRock, adding an estimated $35.1M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.

  • 442 institutional investors held Sonoco (SON) as of Q4 2022, up from 431 in Q3 2022.
  • Funds reported $4.46B of Sonoco stock for Q4 2022, up 4.2% quarter-over-quarter.
  • 58 funds opened new Sonoco positions in Q4 2022 and 42 closed out, a net change of +16 holders.
  • The largest Sonoco buyer in Q4 2022 was BlackRock, an estimated $35.1M added.
  • The largest Sonoco seller in Q4 2022 was Morgan Stanley, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2022.