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448 hedge funds and large institutions have $4.72B invested in Sonoco in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

4% more funds holding

Funds holding: 432448 (+16)

0.76% more ownership

Funds ownership: 77.15%77.91% (+0.76%)

0% less call options, than puts

Call options by funds: $9.86M | Put options by funds: $9.89M

2% less capital invested

Capital invested by funds: $4.84B → $4.72B (-$113M)

3% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 156

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
448
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
7.03%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
151
Reduced
156
Closed
37
Calls
$9.86M
Puts
$9.89M
Net Calls
-$30K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
376
Focused Wealth Management
New York
$54.5K
Nomura Asset Management
377
Nomura Asset Management
Japan
$54.3K
UB
378
UMB Bank
Missouri
$52.2K
DI
379
Disciplined Investments
Oklahoma
$51.3K
BTI
380
Blue Trust Inc
Georgia
$47K -$321K -5,339 -87%
FRA
381
Front Row Advisors
California
$47K -$241 -4 -0.5%
GRP
382
Global Retirement Partners
California
$46.9K +$36.4K +604 +316%
PI
383
PineBridge Investments
New York
$43K
PK
384
Pflug Koory
Nebraska
$41.3K
CYG
385
Clean Yield Group
Vermont
$41.1K +$22.6K +375 +116%
PTC
386
Private Trust Company
Ohio
$40.6K +$241 +4 +0.6%
DJSG
387
D.J. St. Germain
Massachusetts
$39.8K +$40.6K +675 New
PPC
388
Park Place Capital
Alabama
$39.4K +$10.2K +169 +34%
SWA
389
SOA Wealth Advisors
New York
$39.2K +$361 +6 +0.9%
PA
390
PSI Advisors
Florida
$36.1K
Point72 Asset Management
391
Point72 Asset Management
Connecticut
$34.4K +$35K +582 New
RCM
392
Raleigh Capital Management
North Carolina
$32.9K +$5.12K +85 +18%
AF
393
Advisornet Financial
Minnesota
$32.3K +$602 +10 +2%
RFA
394
Resurgent Financial Advisors
Georgia
$31.6K
LSA
395
Leonteq Securities AG
Switzerland
$31.1K +$31.7K +527 New
QC
396
Quent Capital
New York
$29.7K +$60 +1 +0.2%
CT
397
Colonial Trust
South Carolina
$29.5K
PA
398
Parallel Advisors
California
$24.7K +$3.73K +62 +17%
SPIA
399
Steward Partners Investment Advisory
New York
$24.2K +$60 +1 +0.2%
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$23K +$2.05K +34 +9%

SON Hedge Fund Activity: Q2 2023 in Review

448 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q2 2023, worth a combined $4.72B — down 2.3% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SON positions and 37 closed out — a net gain of 16 holders — while 151 added to existing stakes and 156 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $58.9M. The largest seller was State Street, cutting an estimated $39.3M.

  • 448 institutional investors held Sonoco (SON) as of Q2 2023, up from 432 in Q1 2023.
  • Funds reported $4.72B of Sonoco stock for Q2 2023, down 2.3% quarter-over-quarter.
  • 53 funds opened new Sonoco positions in Q2 2023 and 37 closed out, a net change of +16 holders.
  • The largest Sonoco buyer in Q2 2023 was Nordea Investment Management, an estimated $58.9M added.
  • The largest Sonoco seller in Q2 2023 was State Street, an estimated $39.3M sold.

Based on aggregated 13F filings for Q2 2023.