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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
DC
351
Davenport & Co
Virginia
$207K +$201K +3,703 New
SAM
352
Shell Asset Management
Netherlands
$203K -$59.4K -1,095 -23%
HDIM
353
Hanson & Doremus Investment Management
Vermont
$189K +$5.15K +95 +3%
RFS
354
Richardson Financial Services
Massachusetts
$177K +$172K +3,165 New
CT
355
Caldwell Trust
Florida
$169K -$14K -258 -8%
GI
356
GAMMA Investing
California
$133K +$127K +2,338 New
AF
357
Allworth Financial
California
$120K -$5.91K -109 -5%
C
358
Covestor
United Kingdom
$115K -$69.6K -1,284 -38%
SWM
359
Spire Wealth Management
Virginia
$115K
KBC Group
360
KBC Group
Belgium
$114K +$28.6K +528 +35%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$110K +$94.2K +1,736 +752%
TPCW
362
TD Private Client Wealth
New York
$91.7K +$39.2K +722 +79%
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$90K +$13K +240 +18%
CTA
364
Colonial Trust Advisors
South Carolina
$89.5K
GWMI
365
Guardian Wealth Management (Illinois)
Illinois
$83.2K -$20.8K -384 -21%
ETC
366
Exchange Traded Concepts
Oklahoma
$80.5K +$78.1K +1,440 New
NF
367
Norwood Financial
Pennsylvania
$75.4K
CTC
368
Central Trust Company
Missouri
$74.1K
PS
369
Principal Securities
Iowa
$71K +$68.9K +1,271 New
SC
370
SouthState Corp
Florida
$69K -$29K -535 -30%
CTB
371
Country Trust Bank
Illinois
$67.7K
BWP
372
Baldwin Wealth Partners
Massachusetts
$67K
GWSG
373
GPS Wealth Strategies Group
Colorado
$65K +$63.1K +1,163 New
GRP
374
Global Retirement Partners
California
$63.4K +$217 +4 +0.4%
First Manhattan
375
First Manhattan
New York
$58.7K