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461 hedge funds and large institutions have $4.33B invested in Sonoco in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

27% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $2.29M

4% more funds holding

Funds holding: 445461 (+16)

2.29% more ownership

Funds ownership: 76.84%79.13% (+2.3%)

0% less capital invested

Capital invested by funds: $4.33B → $4.33B (-$99.6K)

16% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 176

Holders
461
Holders Change
+16
Holders Change %
+3.6%
% of All Funds
6.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
148
Reduced
176
Closed
42
Calls
$2.9M
Puts
$2.29M
Net Calls
+$609K
Net Calls Change
+$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
426
Dividend Assets Capital
South Carolina
$6K
NS
427
NBC Securities
Alabama
$6K
DIP
428
DT Investment Partners
Pennsylvania
$5.84K
GWM
429
Geneos Wealth Management
Colorado
$5.59K
MWM
430
Mascoma Wealth Management
New Hampshire
$5.59K
FPF
431
First Pacific Financial
Washington
$5.36K +$5.21K +96 New
Kayne Anderson Rudnick Investment Management
432
Kayne Anderson Rudnick Investment Management
California
$5.31K -$5M -92,270 -100%
Bessemer Group
433
Bessemer Group
New Jersey
$5K -$18.5K -341 -79%
WT
434
Washington Trust
Rhode Island
$4.57K +$4.45K +82 New
GWS
435
Glassman Wealth Services
Virginia
$3.8K -$759 -14 -17%
PO
436
Private Ocean
California
$3.58K
LC
437
Lindbrook Capital
California
$3.58K +$2.5K +46 +256%
CFB
438
Cullen/Frost Bankers
Texas
$3.35K
CPG
439
Custom Portfolio Group
Colorado
$3.35K +$3.25K +60 New
JWA
440
JFS Wealth Advisors
Pennsylvania
$3.24K
BIA
441
Bell Investment Advisors
California
$3.24K +$2.06K +38 +190%
RCM
442
Raleigh Capital Management
North Carolina
$3.07K +$2.98K +55 New
MCM
443
Manchester Capital Management
Vermont
$2.96K -$1.3K -24 -31%
VCM
444
Versant Capital Management
Arizona
$2.96K -$434 -8 -13%
Jones Financial Companies
445
Jones Financial Companies
Missouri
$2.96K +$1.74K +32 +152%
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$2.29K -$163 -3 -7%
RG
447
Retirement Group
California
$2.29K +$2.22K +41 New
WTC
448
WhitTier Trust Company
Nevada
$2.12K -$108 -2 -5%
AGWCA
449
Annis Gardner Whiting Capital Advisors
Florida
$1.96K
S
450
Sachetta
Massachusetts
$1.9K +$1.84K +34 New