Sonoco
421 hedge funds and large institutions have $4.6B invested in Sonoco in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 38 closing their positions.
261% more call options, than puts
Call options by funds: $2.43M | Put options by funds: $673K
53% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 38
7% more capital invested
Capital invested by funds: $4.29B → $4.6B (+$312M)
2% more funds holding
Funds holding: 411 → 421 (+10)
0.84% more ownership
Funds ownership: 73.7% → 74.54% (+0.84%)
1% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 142
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$40.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$20M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$14.8M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$14.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$39.2M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$25.3M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$14.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$10.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIT
451
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$6K | -100 | Closed |
|
|
PRC
452
Pearl River Capital
Niles,
Michigan
| – | -$6K | -100 | Closed |
|
|
NIC
453
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$5K | -78 | Closed |
|
|
RIA
454
Realta Investment Advisors
Wilmington,
Delaware
| – | -$4K | -70 | Closed |
|
|
GWAG
455
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$2.79K | -48 | Closed |
|
456
Parallax Volatility Advisers
San Francisco,
California
| – | -$2K | -26 | Closed |
|
|
CIR
457
Clear Investment Research
Alpharetta,
Georgia
| – | -$1K | -9 | Closed |
|
|
BHWM
458
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | +$59 | +1 | New |
|
SON Hedge Fund Activity: Q4 2019 in Review
421 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q4 2019, worth a combined $4.6B — up 7.3% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SON positions and 38 closed out — a net gain of 20 holders — while 143 added to existing stakes and 142 trimmed.
The largest buyer was State Street, adding an estimated $40.2M. The largest seller was LSV Asset Management, cutting an estimated $39.2M.
- 421 institutional investors held Sonoco (SON) as of Q4 2019, up from 411 in Q3 2019.
- Funds reported $4.6B of Sonoco stock for Q4 2019, up 7.3% quarter-over-quarter.
- 58 funds opened new Sonoco positions in Q4 2019 and 38 closed out, a net change of +20 holders.
- The largest Sonoco buyer in Q4 2019 was State Street, an estimated $40.2M added.
- The largest Sonoco seller in Q4 2019 was LSV Asset Management, an estimated $39.2M sold.
Based on aggregated 13F filings for Q4 2019.