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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
PFO
201
Pathstone Family Office
New Jersey
$1.04M +$110K +1,834 +12%
FRM
202
Fox Run Management
Connecticut
$1M +$1.02M +17,015 New
FAM
203
Family Asset Management
South Carolina
$995K
TRSOTSOK
204
Teachers Retirement System of the State of Kentucky
Kentucky
$992K +$96.6K +1,604 +11%
URS
205
Utah Retirement Systems
Utah
$990K -$48.2K -800 -5%
JFG
206
Jefferies Financial Group
New York
$986K +$1.01M +16,700 New
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$964K +$91K +1,511 +10%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$957K -$301 -5 -0%
GVAG
209
Great Valley Advisor Group
Delaware
$943K +$179K +2,968 +23%
Mitsubishi UFJ Trust & Banking
210
Mitsubishi UFJ Trust & Banking
Japan
$925K -$289K -4,801 -23%
SM
211
Sciencast Management
New Jersey
$900K +$947K +15,726 New
GA
212
GoalVest Advisory
New York
$890K -$400K -6,644 -31%
SF
213
Synovus Financial
Georgia
$884K -$21.6K -358 -2%
Financial Engines Advisors
214
Financial Engines Advisors
California
$882K -$134K -2,226 -13%
Corient Private Wealth
215
Corient Private Wealth
Florida
$876K +$1.5K +25 +0.2%
SAG
216
SageView Advisory Group
California
$873K -$13.7K -227 -2%
BHPW
217
Beverly Hills Private Wealth
California
$863K +$488K +8,099 +118%
VPIM
218
Vanguard Personalized Indexing Management
California
$861K +$8.97K +149 +1%
IMRF
219
Illinois Municipal Retirement Fund
Illinois
$861K
TRCT
220
Tower Research Capital (TRC)
New York
$831K +$629K +10,445 +288%
PFPT
221
Pinnacle Financial Partners (Tennessee)
Tennessee
$820K +$30.1K +500 +4%
Sumitomo Mitsui Trust Group
222
Sumitomo Mitsui Trust Group
Japan
$819K +$125K +2,080 +18%
CFGS
223
Concourse Financial Group Securities
Alabama
$811K +$66.3K +1,102 +9%
Mariner
224
Mariner
Kansas
$794K +$10.7K +177 +1%
Cerity Partners
225
Cerity Partners
New York
$792K -$69.5K -1,154 -8%

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.