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Sonoco
SON

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$434M +$18.4M +351,847 +4%
BFA
2
BlackRock Fund Advisors
California
$360M +$18.1M +347,171 +5%
State Street
3
State Street
Massachusetts
$342M -$6.24M -119,511 -2%
Wells Fargo
4
Wells Fargo
California
$165M +$15.8M +301,912 +11%
BIT
5
BlackRock Institutional Trust
California
$161M +$2.13M +40,845 +1%
Ameriprise
6
Ameriprise
Minnesota
$150M +$5.99M +114,839 +4%
Invesco
7
Invesco
Georgia
$147M +$1.05M +20,073 +0.7%
Bank of America
8
Bank of America
North Carolina
$110M -$7.26M -139,052 -6%
Goldman Sachs
9
Goldman Sachs
New York
$106M +$32.6M +625,318 +45%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$105M +$6.58M +126,054 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$98.2M +$2.63M +50,371 +3%
American Century Companies
12
American Century Companies
Missouri
$85.6M -$12.1M -232,522 -13%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$58.7M -$11M -209,875 -16%
AQR Capital Management
14
AQR Capital Management
Connecticut
$55M +$13.6M +261,288 +33%
LSV Asset Management
15
LSV Asset Management
Illinois
$47.1M -$7.89M -151,200 -14%
Northern Trust
16
Northern Trust
Illinois
$47.1M -$330K -6,323 -0.7%
Norges Bank
17
Norges Bank
Norway
$46.6M +$1.78M +34,093 +4%
Allianz Asset Management
18
Allianz Asset Management
Germany
$44.6M -$4.18M -80,160 -9%
PIM
19
Perkins Investment Management
Illinois
$39.9M +$7.23M +138,502 +22%
Brown Advisory
20
Brown Advisory
Maryland
$38.3M +$44.4K +850 +0.1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$38.2M +$2.53M +48,446 +7%
O
22
OppenheimerFunds
New York
$38.1M +$227K +4,343 +0.6%
JIR
23
James Investment Research
Ohio
$29.1M +$13.2M +252,588 +84%
CS
24
Credit Suisse
Switzerland
$24.7M +$1.84M +35,306 +8%
ST
25
Sabal Trust
Florida
$24.2M +$406K +7,774 +2%
1
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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.