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408 hedge funds and large institutions have $4.07B invested in Sonoco in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

25% more call options, than puts

Call options by funds: $4.59M | Put options by funds: $3.67M

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

8% more capital invested

Capital invested by funds: $3.76B → $4.07B (+$315M)

6% more funds holding

Funds holding: 384408 (+24)

1.79% more ownership

Funds ownership: 71.91%73.7% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
408
Holders Change
+24
Holders Change %
+6.25%
% of All Funds
9.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
58
Increased
137
Reduced
120
Closed
28
Calls
$4.59M
Puts
$3.67M
Net Calls
+$923K
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
351
Community Bank
New York
$28K
WSTAM
352
Wilbanks Smith & Thomas Asset Management
Virginia
$28K +$27.8K +500 New
APA
353
American Portfolios Advisors
New York
$25K +$10.7K +193 +75%
CWM
354
Cranbrook Wealth Management
Michigan
$25K
SIAS
355
Shine Investment Advisory Services
Colorado
$25K
SWP
356
Stratos Wealth Partners
Ohio
$25K +$25.1K +450 New
Group One Trading
357
Group One Trading
Illinois
$22K +$22.3K +400 New
BFC
358
Bedel Financial Consulting
Indiana
$20K
PA
359
Parallel Advisors
California
$20K
AssetMark Inc
360
AssetMark Inc
California
$18K -$445 -8 -2%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$17K
KJWM
362
Kiley Juergens Wealth Management
Washington
$14K
CAC
363
Certified Advisory Corp
Florida
$14K +$56 +1 +0.4%
JA
364
JOYN Advisors
Georgia
$14K +$2.12K +38 +18%
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$13K
BAMG
366
Brand Asset Management Group
Missouri
$11K
GAM
367
Gemmer Asset Management
California
$11K
OC
368
Oakworth Capital
Alabama
$11K
APP
369
Avantax Planning Partners
Iowa
$11K +$10.9K +196 New
WAS
370
WESPAC Advisors SoCal
California
$11K +$12K +215 New
GRP
371
Global Retirement Partners
California
$10K
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$9K
LF
373
Lee Financial
Texas
$8K
CFGS
374
Concourse Financial Group Securities
Alabama
$8K +$7.68K +138 New
PCM
375
Prelude Capital Management
New York
$8K +$8.41K +151 New

SON Hedge Fund Activity: Q3 2018 in Review

408 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q3 2018, worth a combined $4.07B — up 8.4% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SON positions and 28 closed out — a net gain of 30 holders — while 137 added to existing stakes and 120 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $31.3M. The largest seller was Millennium Management, cutting an estimated $12.7M.

  • 408 institutional investors held Sonoco (SON) as of Q3 2018, up from 384 in Q2 2018.
  • Funds reported $4.07B of Sonoco stock for Q3 2018, up 8.4% quarter-over-quarter.
  • 58 funds opened new Sonoco positions in Q3 2018 and 28 closed out, a net change of +30 holders.
  • The largest Sonoco buyer in Q3 2018 was Victory Capital Management, an estimated $31.3M added.
  • The largest Sonoco seller in Q3 2018 was Millennium Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2018.