We are live on ! Find out more

283 hedge funds and large institutions have $2.67B invested in Sonoco in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

180% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $2.57M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $2.32B → $2.67B (+$355M)

11% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 93

10% more funds holding

Funds holding: 257283 (+26)

2.27% more ownership

Funds ownership: 66.23%68.5% (+2.3%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
9.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
40
Increased
103
Reduced
93
Closed
13
Calls
$7.2M
Puts
$2.57M
Net Calls
+$4.63M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$220M +$2.27M +59,701 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M +$6.2M +163,131 +3%
State Street
3
State Street
Massachusetts
$189M -$14.1M -372,173 -7%
Deutsche Bank
4
Deutsche Bank
Germany
$164M -$1.44M -37,858 -0.9%
Invesco
5
Invesco
Georgia
$138M +$12.5M +329,872 +10%
BIT
6
BlackRock Institutional Trust
California
$109M -$3.88M -102,194 -4%
Allianz Asset Management
7
Allianz Asset Management
Germany
$105M -$2.95M -77,500 -3%
WCM
8
Wedge Capital Management
North Carolina
$84.1M -$484K -12,730 -0.6%
American Century Companies
9
American Century Companies
Missouri
$75.8M +$11.2M +295,489 +18%
Ameriprise
10
Ameriprise
Minnesota
$70.5M +$5.61M +147,547 +9%
Bank of America
11
Bank of America
North Carolina
$67.4M +$4.74M +124,697 +8%
GC
12
Guggenheim Capital
Illinois
$67.1M +$9.41M +247,512 +17%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$52.5M +$25.7M +676,571 +101%
TAM
14
Tocqueville Asset Management
New York
$48.4M +$574K +15,100 +1%
ACA
15
Anchor Capital Advisors
Massachusetts
$48.3M -$5.27M -138,527 -10%
HCM
16
Hamlin Capital Management
New York
$46.2M -$1.16M -30,604 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$46.1M +$196K +5,153 +0.4%
PIM
18
Perkins Investment Management
Illinois
$45.1M +$350K +9,200 +0.8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$38.7M +$586K +15,421 +2%
Norges Bank
20
Norges Bank
Norway
$32M
Northern Trust
21
Northern Trust
Illinois
$30.6M -$621K -16,346 -2%
AAM
22
Advisors Asset Management
Colorado
$29.6M +$1.59M +41,803 +6%
Wells Fargo
23
Wells Fargo
California
$28.6M +$5.69M +149,719 +26%
SRC
24
Shufro Rose & Co
New York
$27.4M -$3.21M -84,390 -11%
LCP
25
Lombardia Capital Partners
California
$24.5M -$2.73M -71,807 -10%

SON Hedge Fund Activity: Q3 2013 in Review

283 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q3 2013, worth a combined $2.67B — up 15% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SON positions and 13 closed out — a net gain of 27 holders — while 103 added to existing stakes and 93 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $25.7M. The largest seller was Royce & Associates, cutting an estimated $30.1M.

  • 283 institutional investors held Sonoco (SON) as of Q3 2013, up from 257 in Q2 2013.
  • Funds reported $2.67B of Sonoco stock for Q3 2013, up 15% quarter-over-quarter.
  • 40 funds opened new Sonoco positions in Q3 2013 and 13 closed out, a net change of +27 holders.
  • The largest Sonoco buyer in Q3 2013 was Acadian Asset Management, an estimated $25.7M added.
  • The largest Sonoco seller in Q3 2013 was Royce & Associates, an estimated $30.1M sold.

Based on aggregated 13F filings for Q3 2013.