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461 hedge funds and large institutions have $4.33B invested in Sonoco in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

27% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $2.29M

4% more funds holding

Funds holding: 445461 (+16)

2.29% more ownership

Funds ownership: 76.84%79.13% (+2.3%)

0% less capital invested

Capital invested by funds: $4.33B → $4.33B (-$99.6K)

16% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 176

Holders
461
Holders Change
+16
Holders Change %
+3.6%
% of All Funds
6.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
148
Reduced
176
Closed
42
Calls
$2.9M
Puts
$2.29M
Net Calls
+$609K
Net Calls Change
+$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
326
MML Investors Services
Massachusetts
$272K -$4.23K -78 -2%
QCM
327
Quantinno Capital Management
New York
$266K -$109K -2,013 -30%
DBIA
328
Dumont & Blake Investment Advisors
New Jersey
$264K -$4.07K -75 -2%
ABLA
329
Alan B. Lancz & Associates
Ohio
$263K
IWA
330
IVC Wealth Advisors
Pennsylvania
$261K +$16.8K +310 +7%
CWA
331
Centennial Wealth Advisory
Michigan
$260K -$6.56K -121 -3%
Baird Financial Group
332
Baird Financial Group
Wisconsin
$259K -$132K -2,440 -34%
BTI
333
Blue Trust Inc
Georgia
$257K +$40.1K +740 +19%
IPW
334
Impact Partnership Wealth
Georgia
$256K +$249K +4,589 New
FAFN
335
First Affirmative Financial Network
Colorado
$246K +$8.89K +164 +4%
ECM
336
Estabrook Capital Management
New York
$244K -$32.5K -600 -12%
SCM
337
Shelton Capital Management
Colorado
$240K -$28.1K -518 -11%
HSA
338
HBK Sorce Advisory
Pennsylvania
$237K
AG
339
Advocate Group
Minnesota
$236K -$41.7K -768 -15%
BIP
340
Brandes Investment Partners
California
$233K +$226K +4,167 New
TRCT
341
Tower Research Capital (TRC)
New York
$232K +$84.1K +1,550 +59%
APG
342
Abacus Planning Group
South Carolina
$224K -$11.1K -205 -5%
WAG
343
Winthrop Advisory Group
Massachusetts
$223K
VPIM
344
Vanguard Personalized Indexing Management
California
$222K -$376K -6,933 -64%
RFC
345
Regions Financial Corp
Alabama
$217K
CCM
346
Corsair Capital Management
New York
$216K -$6.46K -119 -3%
BHCM
347
Brevan Howard Capital Management
Jersey
$215K +$209K +3,857 New
MAM
348
Martingale Asset Management
Massachusetts
$213K +$7.05K +130 +4%
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$212K -$542 -10 -0.3%
Cetera Investment Advisers
350
Cetera Investment Advisers
Illinois
$208K -$35.6K -657 -15%