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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
LFA
401
Legacy Financial Advisors
Kentucky
$1K -$549 -10 -36%
CAL
402
Capital Analysts LLC
Pennsylvania
$1K
CFD
403
Creative Financial Designs
Indiana
$1K
FLI
404
Family Legacy Inc
South Carolina
$1K
TWA
405
TCI Wealth Advisors
Arizona
$1K
FTI
406
Fiduciary Trust International
Massachusetts
$1K +$549 +10 New
CAW
407
Cornerstone Advisors (Washington)
Washington
$1K +$658 +12 New
PWMG
408
Prestige Wealth Management Group
New Jersey
$1K +$878 +16 New
BCA
409
Berman Capital Advisors
Georgia
$1K +$1.32K +24 New
PMFA
410
Plante Moran Financial Advisors
Michigan
$1K +$1.37K +25 New
UB
411
UMB Bank
Missouri
$204
WI
412
WBI Investments
New Jersey
-$7.24M -130,486 Closed
Two Sigma Investments
413
Two Sigma Investments
New York
-$2.62M -47,190 Closed
Mackenzie Financial
414
Mackenzie Financial
Ontario, Canada
-$2.28M -41,000 Closed
Renaissance Technologies
415
Renaissance Technologies
New York
-$2.02M -36,300 Closed
Pacer Advisors
416
Pacer Advisors
Pennsylvania
-$1.97M -35,410 Closed
Bank of Nova Scotia
417
Bank of Nova Scotia
Ontario, Canada
-$1.78M -32,000 Closed
LMGAM
418
Liberty Mutual Group Asset Management
Massachusetts
-$1.1M -19,826 Closed
MCM
419
Mork Capital Management
California
-$1.04M -18,700 Closed
DF
420
Donoghue Forlines
Massachusetts
-$950K -17,123 Closed
Capital Fund Management (CFM)
421
Capital Fund Management (CFM)
France
-$944K -17,000 Closed
Verition Fund Management
422
Verition Fund Management
Connecticut
-$659K -11,869 Closed
Teacher Retirement System of Texas
423
Teacher Retirement System of Texas
Texas
-$651K -11,728 Closed
BCM
424
Brookstone Capital Management
Illinois
-$621K -11,181 Closed
QC
425
Quadrature Capital
United Kingdom
-$574K -10,348 Closed

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.