We are live on ! Find out more

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
NIC
426
Northwest Investment Counselors
Oregon
$4.6K
GWS
427
Glassman Wealth Services
Virginia
$4.49K
JWA
428
JFS Wealth Advisors
Pennsylvania
$4.37K
PO
429
Private Ocean
California
$3.78K
FCAG
430
First Capital Advisors Group
New Jersey
$3.72K +$3.79K +63 New
MCM
431
Manchester Capital Management
Vermont
$3.66K
VCM
432
Versant Capital Management
Arizona
$3.6K -$542 -9 -13%
CFB
433
Cullen/Frost Bankers
Texas
$3.54K +$3.61K +60 New
BIA
434
Bell Investment Advisors
California
$2.83K +$482 +8 +20%
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$2.6K
WTC
436
WhitTier Trust Company
Nevada
$2.48K
BAAM
437
Baker Avenue Asset Management
California
$2.24K
CAS
438
Coppell Advisory Solutions
Texas
$1.6K +$1.63K +27 New
BWM
439
BerganKDV Wealth Management
Minnesota
$1.59K
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$1.24K +$542 +9 +75%
FGAM
441
Financial Gravity Asset Management
Texas
$1.14K -$120 -2 -3%
CAL
442
Capital Advisors Ltd
Ohio
$1K -$241 -4 -31%
TAM
443
Tucker Asset Management
Colorado
$944
SIC
444
SJS Investment Consulting
Ohio
$827 -$301 -5 -26%
VAG
445
VisionPoint Advisory Group
Texas
$531 +$542 +9 New
HI
446
Horizon Investments
North Carolina
$292 +$301 +5 New
HI
447
Harbour Investments
Wisconsin
$121
Comerica Bank
448
Comerica Bank
Texas
$4 +$13.6M +226,041 New
SIS
449
Sound Income Strategies
Florida
$1
CCS
450
Concentric Capital Strategies
Connecticut
-$6.15M -100,825 Closed

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.