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387 hedge funds and large institutions have $4.5B invested in Sonoco in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.1% more ownership

Funds ownership: 75.65%77.74% (+2.1%)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

9% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $5.57M

2% less funds holding

Funds holding: 394387 (-7)

11% less capital invested

Capital invested by funds: $5.06B → $4.5B (-$562M)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
123
Reduced
144
Closed
40
Calls
$5.08M
Puts
$5.57M
Net Calls
-$489K
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$24.7M -$708K -11,066 -3%
PPA
27
Parametric Portfolio Associates
Washington
$23.5M +$958K +14,967 +4%
SAM
28
Storebrand Asset Management
Norway
$20.8M +$1.82M +28,480 +9%
Principal Financial Group
29
Principal Financial Group
Iowa
$20.3M -$643K -10,047 -3%
SRC
30
Shufro Rose & Co
New York
$19.7M -$270K -4,216 -1%
ProShare Advisors
31
ProShare Advisors
Maryland
$19.2M +$1.11M +17,289 +6%
NIPH
32
NN Investment Partners Holdings
Netherlands
$16.9M +$17.3M +270,229 +2,047%
N
33
Nuveen
North Carolina
$16.8M -$2.04M -31,866 -10%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$15.8M -$2.82M -44,069 -14%
LSV Asset Management
35
LSV Asset Management
Illinois
$15.6M -$6.1M -95,400 -27%
Morgan Stanley
36
Morgan Stanley
New York
$15.4M +$2.69M +42,057 +19%
AQR Capital Management
37
AQR Capital Management
Connecticut
$14.9M -$5.08M -79,447 -24%
STCG
38
Speece Thorson Capital Group
Minnesota
$14.7M -$9.34K -146 -0.1%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$14.3M -$858K -13,418 -5%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$13.3M -$508K -7,943 -3%
Swiss National Bank
41
Swiss National Bank
Switzerland
$13.2M +$64K +1,000 +0.5%
FCI
42
Financial Counselors Inc
Kansas
$12.6M +$87.8K +1,372 +0.7%
Wells Fargo
43
Wells Fargo
California
$12.5M +$1.04M +16,206 +8%
Legal & General Group
44
Legal & General Group
United Kingdom
$12.4M -$357K -5,579 -3%
Goldman Sachs
45
Goldman Sachs
New York
$12.2M -$2.67M -41,780 -17%
UBS AM
46
UBS AM
Illinois
$11.7M -$126K -1,965 -1%
CB
47
Commerce Bank
Missouri
$11.3M +$601K +9,389 +5%
QP
48
Quilter Plc
United Kingdom
$10.2M +$208K +3,250 +2%
AIG
49
American International Group
New York
$10.1M -$601K -9,399 -5%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$9.98M -$256K -4,002 -2%

SON Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q3 2021, worth a combined $4.5B — down 11% from $5.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SON and 38 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 123 added.

The largest buyer was American Century Companies, adding an estimated $45.3M. The largest seller was Invesco, cutting an estimated $62.3M.

  • 387 institutional investors held Sonoco (SON) as of Q3 2021, down from 394 in Q2 2021.
  • Funds reported $4.5B of Sonoco stock for Q3 2021, down 11% quarter-over-quarter.
  • 38 funds opened new Sonoco positions in Q3 2021 and 40 closed out, a net change of -2 holders.
  • The largest Sonoco buyer in Q3 2021 was American Century Companies, an estimated $45.3M added.
  • The largest Sonoco seller in Q3 2021 was Invesco, an estimated $62.3M sold.

Based on aggregated 13F filings for Q3 2021.