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Sonoco
SON

342 hedge funds and large institutions have $3.77B invested in Sonoco in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

2% more funds holding

Funds holding: 334 → 342 (+8)

1.84% more ownership

Funds ownership: 69.92% → 71.76% (+1.8%)

3% more capital invested

Capital invested by funds: $3.67B → $3.77B (+$100M)

24% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 135

52% less call options, than puts

Call options by funds: $2.37M | Put options by funds: $4.99M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
342
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
8.55%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
103
Reduced
135
Closed
29
Calls
$2.37M
Puts
$4.99M
Net Calls
-$2.62M
Net Calls Change
-$5.12M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$32.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$18.4M
3
BFA
BlackRock Fund Advisors
California
+$18.1M
4
Wells Fargo
Wells Fargo
California
+$15.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$13.6M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$12.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$11M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$10.3M
4
LSV Asset Management
LSV Asset Management
Illinois
-$7.89M
5
Bank of America
Bank of America
North Carolina
-$7.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
NI
351
Numeric Investors
Massachusetts
– -$306K -5,800 Closed
WIS
352
Wright Investors Service
Connecticut
– -$237K -4,485 Closed
Millennium Management
353
Millennium Management
New York
– -$230K -4,414 Closed
Tudor Investment Corp
354
Tudor Investment Corp
Connecticut
– -$227K -4,300 Closed
PNC
355
Park National Corp
Ohio
– -$218K -4,125 Closed
LAM
356
Lebenthal Asset Management
New York
– -$79K -1,500 Closed
MWP
357
MYCIO Wealth Partners
Pennsylvania
– -$79K -1,500 Closed
TG
358
TLP Group
Illinois
– -$72K -1,360 Closed
AIM
359
Assured Investment Management
New York
– -$48K -912 Closed
PCM
360
Prelude Capital Management
New York
– -$27K -505 Closed
JFA
361
JNBA Financial Advisors
Minnesota
– -$5K -90 Closed
S
362
SignatureFD
Georgia
– -$5K -90 Closed
IWMPD
363
Integrated Wealth Management (Palm Desert)
California
– -$5K -88 Closed
TC
364
Trust Company
Kansas
– -$2K -46 Closed
FANJ
365
Financial Architects (New Jersey)
New Jersey
– -$2K -45 Closed
ACH
366
ArrowMark Colorado Holdings
Colorado
– -$2K -31 Closed
DPA
367
Delphi Private Advisors
California
– -$1K -24 Closed
BFEC
368
Benjamin F. Edwards & Company
Missouri
– -$1K -19 Closed
CAL
369
Capital Analysts LLC
Pennsylvania
– -$792 -15 Closed
SPIA
370
Steward Partners Investment Advisory
New York
– +$887 +17 New
11 12 13 14
15

SON Hedge Fund Activity: Q4 2016 in Review

342 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q4 2016, worth a combined $3.77B — up 2.7% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SON positions and 29 closed out — a net gain of 11 holders — while 103 added to existing stakes and 135 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $32.6M. The largest seller was American Century Companies, cutting an estimated $12.1M.

  • 342 institutional investors held Sonoco (SON) as of Q4 2016, up from 334 in Q3 2016.
  • Funds reported $3.77B of Sonoco stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 40 funds opened new Sonoco positions in Q4 2016 and 29 closed out, a net change of +11 holders.
  • The largest Sonoco buyer in Q4 2016 was Goldman Sachs, an estimated $32.6M added.
  • The largest Sonoco seller in Q4 2016 was American Century Companies, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2016.