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408 hedge funds and large institutions have $4.07B invested in Sonoco in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

25% more call options, than puts

Call options by funds: $4.59M | Put options by funds: $3.67M

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

8% more capital invested

Capital invested by funds: $3.76B → $4.07B (+$315M)

6% more funds holding

Funds holding: 384408 (+24)

1.79% more ownership

Funds ownership: 71.91%73.7% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
408
Holders Change
+24
Holders Change %
+6.25%
% of All Funds
9.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
58
Increased
137
Reduced
120
Closed
28
Calls
$4.59M
Puts
$3.67M
Net Calls
+$923K
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$610M +$8.16M +146,538 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$525M +$8.3M +149,108 +2%
State Street
3
State Street
Massachusetts
$350M -$12.4M -223,286 -3%
Invesco
4
Invesco
Georgia
$223M +$8.59M +154,319 +4%
American Century Companies
5
American Century Companies
Missouri
$165M -$11.5M -207,148 -7%
Bank of America
6
Bank of America
North Carolina
$128M +$6.68M +119,949 +6%
Ameriprise
7
Ameriprise
Minnesota
$110M +$13.8M +248,030 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$106M +$6.76M +121,327 +7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$93.7M +$14M +252,000 +18%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$76.9M +$961K +17,255 +1%
Victory Capital Management
11
Victory Capital Management
Texas
$75.1M +$31.3M +561,395 +71%
Norges Bank
12
Norges Bank
Norway
$57M +$2.7M +48,579 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$51.2M +$1.74M +31,202 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$50.1M -$926K -16,630 -2%
Allianz Asset Management
15
Allianz Asset Management
Germany
$47.9M +$4.65M +83,581 +11%
LSV Asset Management
16
LSV Asset Management
Illinois
$44.4M +$2.44M +43,900 +6%
Northern Trust
17
Northern Trust
Illinois
$42.9M +$51.6K +926 +0.1%
Brown Advisory
18
Brown Advisory
Maryland
$40.2M +$8.41K +151 +0%
Charles Schwab
19
Charles Schwab
California
$38.8M +$2.29M +41,137 +6%
Morgan Stanley
20
Morgan Stanley
New York
$38.3M +$17.4M +312,414 +83%
JP Morgan Chase
21
JP Morgan Chase
New York
$37.1M +$8.49M +152,423 +30%
CS
22
Credit Suisse
Switzerland
$34.2M +$1.46M +26,275 +4%
O
23
OppenheimerFunds
New York
$32.3M -$189K -3,395 -0.6%
First Trust Advisors
24
First Trust Advisors
Illinois
$28.7M -$1.13M -20,302 -4%
SAM
25
Silvercrest Asset Management
New York
$28.1M +$174K +3,117 +0.6%

SON Hedge Fund Activity: Q3 2018 in Review

408 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q3 2018, worth a combined $4.07B — up 8.4% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SON positions and 28 closed out — a net gain of 30 holders — while 137 added to existing stakes and 120 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $31.3M. The largest seller was Millennium Management, cutting an estimated $12.7M.

  • 408 institutional investors held Sonoco (SON) as of Q3 2018, up from 384 in Q2 2018.
  • Funds reported $4.07B of Sonoco stock for Q3 2018, up 8.4% quarter-over-quarter.
  • 58 funds opened new Sonoco positions in Q3 2018 and 28 closed out, a net change of +30 holders.
  • The largest Sonoco buyer in Q3 2018 was Victory Capital Management, an estimated $31.3M added.
  • The largest Sonoco seller in Q3 2018 was Millennium Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2018.