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317 hedge funds and large institutions have $3.09B invested in Sonoco in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $980K | Put options by funds: $640K

7% more capital invested

Capital invested by funds: $2.9B → $3.09B (+$190M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 69.29%68.99% (-0.29%)

6% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 114

2% less funds holding

Funds holding: 323317 (-6)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
317
Holders Change
-6
Holders Change %
-1.86%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
107
Reduced
114
Closed
30
Calls
$980K
Puts
$640K
Net Calls
+$340K
Net Calls Change
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$273M +$9.32M +220,546 +4%
State Street
2
State Street
Massachusetts
$268M +$50M +1,182,380 +24%
BFA
3
BlackRock Fund Advisors
California
$248M +$12.6M +298,466 +6%
BIT
4
BlackRock Institutional Trust
California
$127M -$2.2M -52,089 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$123M -$1.91M -45,268 -2%
American Century Companies
6
American Century Companies
Missouri
$119M +$23.6M +558,101 +26%
Deutsche Bank
7
Deutsche Bank
Germany
$103M -$49.3M -1,167,324 -33%
Allianz Asset Management
8
Allianz Asset Management
Germany
$88.8M -$2.1M -49,770 -2%
Invesco
9
Invesco
Georgia
$84M -$12.2M -289,508 -13%
Ameriprise
10
Ameriprise
Minnesota
$77.3M +$853K +20,190 +1%
Bank of America
11
Bank of America
North Carolina
$70.3M -$139K -3,296 -0.2%
WCM
12
Wedge Capital Management
North Carolina
$68.8M -$16.4M -388,750 -20%
Norges Bank
13
Norges Bank
Norway
$68.7M +$33.1M +782,184 +100%
GC
14
Guggenheim Capital
Illinois
$68.7M +$54K +1,278 +0.1%
Wells Fargo
15
Wells Fargo
California
$52.6M +$5.29M +125,289 +12%
ACA
16
Anchor Capital Advisors
Massachusetts
$48.9M -$1.79M -42,310 -4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$48.3M +$5.25M +124,152 +13%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$46.8M +$251K +5,935 +0.6%
PIM
19
Perkins Investment Management
Illinois
$39.6M -$4.45M -105,283 -10%
HCM
20
Hamlin Capital Management
New York
$38.2M -$2.27M -53,675 -6%
Northern Trust
21
Northern Trust
Illinois
$36.6M +$159K +3,755 +0.5%
TAM
22
Tocqueville Asset Management
New York
$33.4M -$20.3M -481,150 -39%
EARNEST Partners
23
EARNEST Partners
Georgia
$30.2M -$926K -21,908 -3%
LCP
24
Lombardia Capital Partners
California
$26.7M -$255K -6,028 -1%
SRC
25
Shufro Rose & Co
New York
$25.9M -$377K -8,915 -1%

SON Hedge Fund Activity: Q2 2014 in Review

317 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q2 2014, worth a combined $3.09B — up 6.6% from $2.9B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SON and 25 opened new positions — a net loss of 5 holders — while 114 trimmed existing stakes and 107 added.

The largest buyer was State Street, adding an estimated $50M. The largest seller was Deutsche Bank, cutting an estimated $49.3M.

  • 317 institutional investors held Sonoco (SON) as of Q2 2014, down from 323 in Q1 2014.
  • Funds reported $3.09B of Sonoco stock for Q2 2014, up 6.6% quarter-over-quarter.
  • 25 funds opened new Sonoco positions in Q2 2014 and 30 closed out, a net change of -5 holders.
  • The largest Sonoco buyer in Q2 2014 was State Street, an estimated $50M added.
  • The largest Sonoco seller in Q2 2014 was Deutsche Bank, an estimated $49.3M sold.

Based on aggregated 13F filings for Q2 2014.