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Sonoco
SON

338 hedge funds and large institutions have $3.11B invested in Sonoco in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $1.42M

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

2% more funds holding

Funds holding: 331 → 338 (+7)

10% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 111

5% more capital invested

Capital invested by funds: $2.97B → $3.11B (+$138M)

0.67% more ownership

Funds ownership: 67.33% → 68% (+0.67%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
338
Holders Change
+7
Holders Change %
+2.11%
% of All Funds
9.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
122
Reduced
111
Closed
20
Calls
$3.05M
Puts
$1.42M
Net Calls
+$1.63M
Net Calls Change
-$176K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$32.3M
2
BIT
BlackRock Institutional Trust
California
+$32M
3
CS
Credit Suisse
Switzerland
+$22.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$17.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$11.9M

Top Sellers

1
HCM
Hamlin Capital Management
New York
-$34.3M
2
American Century Companies
American Century Companies
Missouri
-$15.9M
3
SRC
Shufro Rose & Co
New York
-$11.4M
4
Invesco
Invesco
Georgia
-$9.97M
5
GC
Guggenheim Capital
Illinois
-$9.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$1.31M +$3.71K +82 +0.3%
VWM
152
Valley Wealth Managers
New Jersey
$1.27M -$35.6K -785 -3%
JWM
153
Jacobus Wealth Management
Wisconsin
$1.24M – – –
Nomura Holdings
154
Nomura Holdings
Japan
$1.22M +$738K +16,295 +152%
HK
155
Horizon Kinetics
New York
$1.21M -$40.8K -900 -3%
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.2M +$206K +4,557 +21%
CNB
157
City National Bank
California
$1.19M +$92.3K +2,038 +8%
SB
158
Suntrust Banks
Georgia
$1.19M – – –
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$1.17M -$81.5K -1,800 -7%
ZCM
160
Zebra Capital Management
Connecticut
$1.15M -$57.7K -1,273 -5%
SAG
161
Sterne Agee Group
Alabama
$1.15M -$84.8K -1,873 -7%
EFS
162
Essex Financial Services
Connecticut
$1.14M – – –
IRF
163
IBM Retirement Fund
New York
$1.1M -$3.26K -72 -0.3%
AG
164
Aperio Group
California
$1.06M +$105K +2,309 +11%
NGA
165
Naples Global Advisors
Florida
$1.05M +$4.53K +100 +0.4%
CIC
166
Chilton Investment Company
Connecticut
$1.04M – – –
BB
167
Bell Bank
North Dakota
$1.04M -$7.97K -176 -0.8%
TD Asset Management
168
TD Asset Management
Ontario, Canada
$1.02M +$236K +5,200 +30%
TRSOTSOK
169
Teachers Retirement System of the State of Kentucky
Kentucky
$1.02M – – –
WBG
170
Wharton Business Group
Pennsylvania
$1M -$8.26M -182,305 -89%
Axa
171
Axa
France
$996K – – –
LS
172
Livforsakringsbolaget Skandia
Sweden
$964K – – –
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$950K +$284K +6,267 +43%
LPL Financial
174
LPL Financial
California
$947K -$32.5K -718 -3%
CFA
175
Carroll Financial Associates
North Carolina
$943K +$34.2K +756 +4%
5 6
7
8 9

SON Hedge Fund Activity: Q1 2015 in Review

338 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q1 2015, worth a combined $3.11B — up 4.6% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SON positions and 20 closed out — a net gain of 11 holders — while 122 added to existing stakes and 111 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $32.3M. The largest seller was Hamlin Capital Management, cutting an estimated $34.3M.

  • 338 institutional investors held Sonoco (SON) as of Q1 2015, up from 331 in Q4 2014.
  • Funds reported $3.11B of Sonoco stock for Q1 2015, up 4.6% quarter-over-quarter.
  • 31 funds opened new Sonoco positions in Q1 2015 and 20 closed out, a net change of +11 holders.
  • The largest Sonoco buyer in Q1 2015 was Acadian Asset Management, an estimated $32.3M added.
  • The largest Sonoco seller in Q1 2015 was Hamlin Capital Management, an estimated $34.3M sold.

Based on aggregated 13F filings for Q1 2015.