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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
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$8K -$384 -7 -4%
LF
377
Lee Financial
Texas
$8K
CAM
378
Cresset Asset Management
Illinois
$8K +$8.72K +159 New
WT
379
Whittier Trust
California
$7K +$7.41K +135 New
VCM
380
Versant Capital Management
Arizona
$6K
MWM
381
Mascoma Wealth Management
New Hampshire
$5K
CA
382
Claro Advisors
Massachusetts
$5K +$5.32K +97 New
LC
383
Lindbrook Capital
California
$5K +$5.6K +102 New
CBT
384
Capital Bank & Trust
California
$4K
EFSCE
385
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
CFG
386
Citizens Financial Group
Rhode Island
$4K +$165 +3 +4%
W
387
WealthOne
New York
$4K +$3.84K +70 New
BFEC
388
Benjamin F. Edwards & Company
Missouri
$3K -$69.8K -1,272 -96%
ACS
389
Archford Capital Strategies
Illinois
$3K
HIM
390
Hillsdale Investment Management
Ontario, Canada
$3K
QCG
391
Quadrant Capital Group
Ohio
$3K
SMFS
392
Squar Milner Financial Services
California
$3K
BOPW
393
Brandywine Oak Private Wealth
Pennsylvania
$3K +$3.62K +66 New
GT
394
Glenmede Trust
Pennsylvania
$2.82K +$1.92M +34,990 +193%
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$2.5K +$2.58K +47 New
C
396
Cerebellum
California
$2K
DBT
397
Dubuque Bank & Trust
Iowa
$2K
QI
398
QS Investors
New York
$2K
Toronto Dominion Bank
399
Toronto Dominion Bank
Ontario, Canada
$2K +$2.58K +47 New
AAMU
400
Amundi Asset Management US
Massachusetts
$1.17K +$82.3K +1,500 +7%

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.