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406 hedge funds and large institutions have $3.84B invested in Sonoco in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $2.25M

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 390406 (+16)

0.39% more ownership

Funds ownership: 74.76%75.15% (+0.39%)

1% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 137

2% less capital invested

Capital invested by funds: $3.92B → $3.84B (-$75.9M)

Holders
406
Holders Change
+16
Holders Change %
+4.1%
% of All Funds
8.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
45
Increased
135
Reduced
137
Closed
28
Calls
$5.07M
Puts
$2.25M
Net Calls
+$2.82M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
376
Smithfield Trust
Pennsylvania
$7K +$7.14K +135 New
AWA
377
Arkadios Wealth Advisors
Georgia
$6.32K +$53 +1 +0.9%
TPCW
378
TD Private Client Wealth
New York
$6.28K +$6.24K +118 +2,360%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$6K -$297K -5,614 -98%
PFGIA
380
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.82K +110 New
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$5K
JIR
382
James Investment Research
Ohio
$4K -$147K -2,775 -97%
BC
383
Bartlett & Co
Ohio
$4K
GI
384
Gradient Investments
Minnesota
$4K
NIC
385
Northwest Investment Counselors
Oregon
$4K +$4.13K +78 New
BCWM
386
Bartlett & Co Wealth Management
Ohio
$3.68K
VFA
387
Valeo Financial Advisors
Indiana
$3K -$900 -17 -21%
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$3K -$265 -5 -7%
BFEC
389
Benjamin F. Edwards & Company
Missouri
$3K
HIM
390
Hillsdale Investment Management
Ontario, Canada
$3K +$1.59K +30 +100%
BWM
391
BNC Wealth Management
Oregon
$3K +$2.65K +50 New
HCP
392
Hexagon Capital Partners
Arkansas
$3K +$3.33K +63 New
SXL
393
Summit X LLC
Missouri
$2.25K -$4.23K -80 -1%
ABC
394
Associated Banc-Corp
Wisconsin
$2K
HGWM
395
Harvest Group Wealth Management
Massachusetts
$2K
SL
396
Savior LLC
Massachusetts
$2K
LWA
397
Lenox Wealth Advisors
New York
$2K +$2.06K +39 New
FHC
398
First Horizon Corporation
Tennessee
$2K +$3.02K +57 New
BWM
399
BerganKDV Wealth Management
Minnesota
$1K
EFSCE
400
Enterprise Financial Services Corp (EFSC)
Missouri
$1K

SON Hedge Fund Activity: Q3 2020 in Review

406 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q3 2020, worth a combined $3.84B — down 1.9% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SON positions and 28 closed out — a net gain of 17 holders — while 135 added to existing stakes and 137 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.8M. The largest seller was Citadel Advisors, cutting an estimated $33.8M.

  • 406 institutional investors held Sonoco (SON) as of Q3 2020, up from 390 in Q2 2020.
  • Funds reported $3.84B of Sonoco stock for Q3 2020, down 1.9% quarter-over-quarter.
  • 45 funds opened new Sonoco positions in Q3 2020 and 28 closed out, a net change of +17 holders.
  • The largest Sonoco buyer in Q3 2020 was Morgan Stanley, an estimated $21.8M added.
  • The largest Sonoco seller in Q3 2020 was Citadel Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2020.