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387 hedge funds and large institutions have $4.5B invested in Sonoco in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.1% more ownership

Funds ownership: 75.65%77.74% (+2.1%)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

9% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $5.57M

2% less funds holding

Funds holding: 394387 (-7)

11% less capital invested

Capital invested by funds: $5.06B → $4.5B (-$562M)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
123
Reduced
144
Closed
40
Calls
$5.08M
Puts
$5.57M
Net Calls
-$489K
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
351
Dark Forest Capital Management
Puerto Rico
$25K -$8.45K -132 -24%
SPIA
352
Steward Partners Investment Advisory
New York
$25K +$1.15K +18 +5%
BFC
353
Bedel Financial Consulting
Indiana
$24K
Group One Trading
354
Group One Trading
Illinois
$24K +$25.6K +400 New
CA
355
Clearstead Advisors
Ohio
$23K
RTC
356
Riverview Trust Company
Washington
$22K
AssetMark Inc
357
AssetMark Inc
California
$20K -$12.2K -190 -36%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$19K +$15.2K +237 +289%
SWM
359
Selective Wealth Management
Virginia
$19K +$20.5K +320 New
CFB
360
Cullen/Frost Bankers
Texas
$18K
LWANC
361
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K
TPCW
362
TD Private Client Wealth
New York
$16.6K +$2.94K +46 +20%
DAC
363
Dividend Assets Capital
South Carolina
$15K
Bessemer Group
364
Bessemer Group
New Jersey
$15K +$6.01K +94 +59%
BBHC
365
Brown Brothers Harriman & Co
New York
$13.4K -$19.5K -305 -0.1%
OC
366
Oakworth Capital
Alabama
$12K
GAM
367
Gemmer Asset Management
California
$11K
ST
368
Smithfield Trust
Pennsylvania
$8K
MCM
369
Manchester Capital Management
Vermont
$7K -$5.57K -87 -43%
IRC
370
Investors Research Corp
Georgia
$7K
GRP
371
Global Retirement Partners
California
$6K
MWM
372
Mascoma Wealth Management
New Hampshire
$6K +$6.4K +100 New
LSA
373
Leonteq Securities AG
Switzerland
$5.06K
VCM
374
Versant Capital Management
Arizona
$5K -$2.05K -32 -30%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$3K

SON Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q3 2021, worth a combined $4.5B — down 11% from $5.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SON and 38 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 123 added.

The largest buyer was American Century Companies, adding an estimated $45.3M. The largest seller was Invesco, cutting an estimated $62.3M.

  • 387 institutional investors held Sonoco (SON) as of Q3 2021, down from 394 in Q2 2021.
  • Funds reported $4.5B of Sonoco stock for Q3 2021, down 11% quarter-over-quarter.
  • 38 funds opened new Sonoco positions in Q3 2021 and 40 closed out, a net change of -2 holders.
  • The largest Sonoco buyer in Q3 2021 was American Century Companies, an estimated $45.3M added.
  • The largest Sonoco seller in Q3 2021 was Invesco, an estimated $62.3M sold.

Based on aggregated 13F filings for Q3 2021.