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415 hedge funds and large institutions have $3.94B invested in Sonoco in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 131 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

22% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 50

15% more call options, than puts

Call options by funds: $5.26M | Put options by funds: $4.59M

2% more funds holding

Funds holding: 408415 (+7)

1.32% more ownership

Funds ownership: 73.7%75.03% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 131

3% less capital invested

Capital invested by funds: $4.07B → $3.94B (-$137M)

Holders
415
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
9.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
61
Increased
136
Reduced
131
Closed
50
Calls
$5.26M
Puts
$4.59M
Net Calls
+$672K
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$28K
CB
352
Community Bank
New York
$27K
CWM
353
Cranbrook Wealth Management
Michigan
$24K
SIAS
354
Shine Investment Advisory Services
Colorado
$24K
AssetMark Inc
355
AssetMark Inc
California
$24K +$7.3K +133 +41%
Schroder Investment Management Group
356
Schroder Investment Management Group
United Kingdom
$21.2K +$3.09M +56,256 +16%
BFC
357
Bedel Financial Consulting
Indiana
$21K
ER
358
Enlightenment Research
Florida
$21K +$21.9K +400 New
CIAS
359
Capital Investment Advisory Services
North Carolina
$21K +$22.1K +403 New
RTC
360
Riverview Trust Company
Washington
$20K +$20.5K +374 New
PA
361
Parallel Advisors
California
$19K +$604 +11 +3%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$18K +$17.4K +318 +1,590%
JA
363
JOYN Advisors
Georgia
$17K +$3.9K +71 +28%
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$16K
APA
365
American Portfolios Advisors
New York
$14.2K -$10K -183 -41%
PAMU
366
Pictet Asset Management (UK)
United Kingdom
$14.2K -$1.63M -29,747 -10%
CAC
367
Certified Advisory Corp
Florida
$14K
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$12K
BAMG
369
Brand Asset Management Group
Missouri
$11K
OC
370
Oakworth Capital
Alabama
$11K
WAS
371
WESPAC Advisors SoCal
California
$11K
DWM
372
Doyle Wealth Management
Florida
$11K +$11K +200 New
GAM
373
Gemmer Asset Management
California
$10K
FMT
374
First Mercantile Trust
Tennessee
$10K +$3.84K +70 +64%
GRP
375
Global Retirement Partners
California
$9K -$1.32K -24 -13%

SON Hedge Fund Activity: Q4 2018 in Review

415 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q4 2018, worth a combined $3.94B — down 3.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SON positions and 50 closed out — a net gain of 11 holders — while 136 added to existing stakes and 131 trimmed.

The largest buyer was Signature Financial Management, opening a new position worth an estimated $21.5M. The largest seller was Morgan Stanley, cutting an estimated $22.3M.

  • 415 institutional investors held Sonoco (SON) as of Q4 2018, up from 408 in Q3 2018.
  • Funds reported $3.94B of Sonoco stock for Q4 2018, down 3.4% quarter-over-quarter.
  • 61 funds opened new Sonoco positions in Q4 2018 and 50 closed out, a net change of +11 holders.
  • The largest Sonoco buyer in Q4 2018 was Signature Financial Management, an estimated $21.5M added.
  • The largest Sonoco seller in Q4 2018 was Morgan Stanley, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2018.