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
TAM
101
Trillium Asset Management
Massachusetts
$3.46M +$274K +4,550 +8%
CI
102
Centerstone Investors
New York
$3.36M
EWM
103
Evercore Wealth Management
New York
$3.34M
GF
104
Gabelli Funds
New York
$3.19M
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$3.18M -$355K -5,890 -10%
FP
106
Foundry Partners
Minnesota
$3.12M +$3.19M +52,912 New
AQR Capital Management
107
AQR Capital Management
Connecticut
$3.12M +$1.98M +32,834 +163%
M&T Bank
108
M&T Bank
New York
$3.12M -$843 -14 -0%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$3.08M +$2.36M +39,255 +304%
YCM
110
Yousif Capital Management
Michigan
$2.94M -$97.8K -1,624 -3%
RBA
111
Richard Bernstein Advisors
New York
$2.93M
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.88M -$255K -4,234 -8%
NGA
113
Naples Global Advisors
Florida
$2.86M +$129K +2,140 +5%
KCM
114
Kennedy Capital Management
Missouri
$2.84M +$2.34M +38,936 +426%
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$2.83M -$202K -3,355 -7%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.79M +$207K +3,431 +8%
AIM
117
Anchor Investment Management
South Carolina
$2.71M -$26.8K -446 -1%
AIP
118
Ameritas Investment Partners
Nebraska
$2.64M +$19.9K +331 +0.7%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$2.62M -$20.2M -335,057 -88%
E
120
Ergoteles
New York
$2.6M +$2.65M +44,060 New
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$2.59M
NL
122
NVWM LLC
Pennsylvania
$2.54M -$15K -250 -0.6%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$2.52M +$10.8K +180 +0.4%
HF
124
HRT Financial
New York
$2.5M +$1.75M +29,121 +221%
Wellington Management Group
125
Wellington Management Group
Massachusetts
$2.47M +$1.46M +24,230 +138%

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.