We are live on ! Find out more

425 hedge funds and large institutions have $4.61B invested in Sonoco in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $6.2M | Put options by funds: $3.84M

30% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 46

17% more capital invested

Capital invested by funds: $3.94B → $4.61B (+$676M)

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

2% more funds holding

Funds holding: 415425 (+10)

0.48% more ownership

Funds ownership: 75.03%75.51% (+0.48%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
9.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
60
Increased
152
Reduced
135
Closed
46
Calls
$6.2M
Puts
$3.84M
Net Calls
+$2.36M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$31K +$11.2K +194 +63%
CWM
377
Cranbrook Wealth Management
Michigan
$28K
SIAS
378
Shine Investment Advisory Services
Colorado
$28K
CIAS
379
Capital Investment Advisory Services
North Carolina
$25K
BFC
380
Bedel Financial Consulting
Indiana
$24K
AssetMark Inc
381
AssetMark Inc
California
$23K -$4.43K -77 -17%
RTC
382
Riverview Trust Company
Washington
$23K
CAC
383
Certified Advisory Corp
Florida
$23K +$6.27K +109 +42%
IRC
384
Investors Research Corp
Georgia
$23K +$21.7K +378 New
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$22K +$11.2K +194 +122%
CFB
386
Cullen/Frost Bankers
Texas
$21K +$19.3K +335 New
OIA
387
OneDigital Investment Advisors
Kansas
$20K -$63.3K -1,100 -77%
ACA
388
Anchor Capital Advisors
Massachusetts
$18K -$107K -1,865 -0.6%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$14K
WAS
390
WESPAC Advisors SoCal
California
$13K
VCM
391
Versant Capital Management
Arizona
$13K +$5.58K +97 +78%
BAMG
392
Brand Asset Management Group
Missouri
$12K
GAM
393
Gemmer Asset Management
California
$12K
OC
394
Oakworth Capital
Alabama
$12K
FCA
395
FinTrust Capital Advisors
South Carolina
$10K -$29.6K -514 -76%
GRP
396
Global Retirement Partners
California
$9K -$1.32K -23 -14%
LF
397
Lee Financial
Texas
$9K
PCM
398
Prelude Capital Management
New York
$8K +$7.59K +132 New
GT
399
Glenmede Trust
Pennsylvania
$7.25K +$3.73M +64,827 +122%
SCM
400
Shelton Capital Management
Colorado
$7.03K -$379K -6,595 -94%

SON Hedge Fund Activity: Q1 2019 in Review

425 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q1 2019, worth a combined $4.61B — up 17% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SON positions and 46 closed out — a net gain of 14 holders — while 152 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $53.9M. The largest seller was American Century Companies, cutting an estimated $62.3M.

  • 425 institutional investors held Sonoco (SON) as of Q1 2019, up from 415 in Q4 2018.
  • Funds reported $4.61B of Sonoco stock for Q1 2019, up 17% quarter-over-quarter.
  • 60 funds opened new Sonoco positions in Q1 2019 and 46 closed out, a net change of +14 holders.
  • The largest Sonoco buyer in Q1 2019 was Vanguard Group, an estimated $53.9M added.
  • The largest Sonoco seller in Q1 2019 was American Century Companies, an estimated $62.3M sold.

Based on aggregated 13F filings for Q1 2019.