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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
LG
76
Leuthold Group
Minnesota
$4.63M -$331K -5,166 -6%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$4.52M -$877K -13,712 -15%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$4.33M +$407K +6,363 +10%
TPSF
79
Texas Permanent School Fund
Texas
$4.33M -$144K -2,246 -3%
AB
80
Amalgamated Bank
New York
$4.31M -$578K -9,028 -11%
CI
81
Centerstone Investors
New York
$4.15M +$3.2M +50,000 +254%
TAM
82
Trillium Asset Management
Massachusetts
$4.01M +$413K +6,459 +11%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.96M +$356K +5,567 +9%
EWM
84
Evercore Wealth Management
New York
$3.62M -$59.1K -924 -1%
Holocene Advisors
85
Holocene Advisors
New York
$3.61M +$85.3K +1,333 +2%
DIA
86
Dean Investment Associates
Ohio
$3.55M +$94.4K +1,476 +3%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$3.54M -$69.6K -1,088 -2%
GF
88
Gabelli Funds
New York
$3.52M -$128K -2,000 -3%
AC
89
Arjuna Capital
North Carolina
$3.29M +$96.2K +1,504 +3%
Barclays
90
Barclays
United Kingdom
$3.27M -$860K -13,440 -20%
VWM
91
Valley Wealth Managers
New Jersey
$3.21M +$32.3K +505 +0.9%
AIP
92
Ameritas Investment Partners
Nebraska
$3.18M -$60.7K -949 -2%
RP
93
Rowlandmiller & Partners
Georgia
$3.12M -$159K -2,484 -4%
KAS
94
Kestra Advisory Services
Texas
$3.11M +$992K +15,510 +42%
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$3.07M -$34.2K -534 -1%
Comerica Bank
96
Comerica Bank
Texas
$3.02M -$707K -11,050 -18%
Citadel Advisors
97
Citadel Advisors
Florida
$2.93M +$3.15M +49,162 New
PAM
98
Panagora Asset Management
Massachusetts
$2.9M
Canada Life
99
Canada Life
Manitoba, Canada
$2.88M +$493K +7,713 +19%
M&T Bank
100
M&T Bank
New York
$2.85M -$57.6K -901 -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.