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Sonoco
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342 hedge funds and large institutions have $3.77B invested in Sonoco in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

2% more funds holding

Funds holding: 334 → 342 (+8)

1.84% more ownership

Funds ownership: 69.92% → 71.76% (+1.8%)

3% more capital invested

Capital invested by funds: $3.67B → $3.77B (+$100M)

24% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 135

52% less call options, than puts

Call options by funds: $2.37M | Put options by funds: $4.99M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
342
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
8.55%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
103
Reduced
135
Closed
29
Calls
$2.37M
Puts
$4.99M
Net Calls
-$2.62M
Net Calls Change
-$5.12M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$32.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$18.4M
3
BFA
BlackRock Fund Advisors
California
+$18.1M
4
Wells Fargo
Wells Fargo
California
+$15.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$13.6M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$12.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$11M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$10.3M
4
LSV Asset Management
LSV Asset Management
Illinois
-$7.89M
5
Bank of America
Bank of America
North Carolina
-$7.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
URS
176
Utah Retirement Systems
Utah
$953K +$5.22K +100 +0.6%
CYG
177
Clean Yield Group
Vermont
$946K -$10.4K -200 -1%
PA
178
Profund Advisors
Maryland
$908K +$167K +3,194 +23%
NMIMC
179
Northwestern Mutual Investment Management Company
Wisconsin
$907K -$2.77K -53 -0.3%
FHA
180
First Horizon Advisors
Tennessee
$895K – – –
WCBA
181
Weaver C. Barksdale & Associates
Tennessee
$866K -$1.93K -37 -0.2%
LPL Financial
182
LPL Financial
California
$857K -$262K -5,028 -24%
CONA
183
Capital One National Association
New York
$854K -$65.2K -1,250 -7%
Luther King Capital Management (LKCM)
184
Luther King Capital Management (LKCM)
Texas
$840K -$2.87K -55 -0.3%
HPBT
185
High Point Bank & Trust
North Carolina
$806K – – –
AB
186
Amalgamated Bank
New York
$806K +$92.9K +1,780 +13%
BG
187
Bahl & Gaynor
Ohio
$783K +$51.7K +990 +7%
ECM
188
Estabrook Capital Management
New York
$781K -$328K -6,277 -30%
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$779K -$2.24K -43 -0.3%
CT
190
Coastline Trust
Rhode Island
$773K – – –
CFMC
191
Curbstone Financial Management Corp
New Hampshire
$765K -$774K -14,825 -51%
PP
192
Palladium Partners
Virginia
$749K -$4.7K -90 -0.6%
ZCM
193
Zebra Capital Management
Connecticut
$721K -$11.2K -215 -2%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$718K -$14.3K -275 -2%
JWM
195
Jacobus Wealth Management
Wisconsin
$713K – – –
CIM
196
Calvert Investment Management
Maryland
$693K -$53.8K -1,031 -7%
NPC
197
National Planning Corporation
California
$690K +$1.93K +37 +0.3%
CEP
198
Chicago Equity Partners
Illinois
$687K -$69.4K -1,330 -9%
VNA
199
VNBTrust National Association
Virginia
$661K – – –
Voloridge Investment Management
200
Voloridge Investment Management
Florida
$660K +$653K +12,515 New
6 7
8
9 10

SON Hedge Fund Activity: Q4 2016 in Review

342 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q4 2016, worth a combined $3.77B — up 2.7% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SON positions and 29 closed out — a net gain of 11 holders — while 103 added to existing stakes and 135 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $32.6M. The largest seller was American Century Companies, cutting an estimated $12.1M.

  • 342 institutional investors held Sonoco (SON) as of Q4 2016, up from 334 in Q3 2016.
  • Funds reported $3.77B of Sonoco stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 40 funds opened new Sonoco positions in Q4 2016 and 29 closed out, a net change of +11 holders.
  • The largest Sonoco buyer in Q4 2016 was Goldman Sachs, an estimated $32.6M added.
  • The largest Sonoco seller in Q4 2016 was American Century Companies, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2016.