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415 hedge funds and large institutions have $3.94B invested in Sonoco in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 131 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

22% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 50

15% more call options, than puts

Call options by funds: $5.26M | Put options by funds: $4.59M

2% more funds holding

Funds holding: 408415 (+7)

1.32% more ownership

Funds ownership: 73.7%75.03% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 131

3% less capital invested

Capital invested by funds: $4.07B → $3.94B (-$137M)

Holders
415
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
9.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
61
Increased
136
Reduced
131
Closed
50
Calls
$5.26M
Puts
$4.59M
Net Calls
+$672K
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$602M +$18.5M +336,758 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$518M +$15.7M +286,556 +3%
State Street
3
State Street
Massachusetts
$348M +$12.8M +233,048 +4%
Invesco
4
Invesco
Georgia
$214M +$112K +2,048 +0.1%
American Century Companies
5
American Century Companies
Missouri
$170M +$12.7M +232,148 +8%
Bank of America
6
Bank of America
North Carolina
$121M -$1.38M -25,193 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$106M +$4.82M +87,904 +5%
Ameriprise
8
Ameriprise
Minnesota
$106M +$543K +9,903 +0.5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$95.1M +$5.6M +101,969 +6%
Victory Capital Management
10
Victory Capital Management
Texas
$80.3M +$8.65M +157,693 +12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$69.7M -$4M -72,811 -5%
LSV Asset Management
12
LSV Asset Management
Illinois
$56.7M +$14.6M +266,100 +33%
Norges Bank
13
Norges Bank
Norway
$55.5M +$1.04M +18,986 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$52.9M +$5.1M +93,013 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$52.3M +$3.38M +61,583 +7%
Northern Trust
16
Northern Trust
Illinois
$41.3M +$281K +5,114 +0.7%
Charles Schwab
17
Charles Schwab
California
$39.5M +$2.41M +43,944 +6%
Brown Advisory
18
Brown Advisory
Maryland
$38.5M
Allianz Asset Management
19
Allianz Asset Management
Germany
$33.9M -$12.3M -224,698 -26%
CS
20
Credit Suisse
Switzerland
$32.4M -$295K -5,380 -0.9%
O
21
OppenheimerFunds
New York
$30.1M -$833K -15,179 -3%
First Trust Advisors
22
First Trust Advisors
Illinois
$28.2M +$749K +13,645 +3%
SAM
23
Silvercrest Asset Management
New York
$26.8M -$87.7K -1,598 -0.3%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$26M
Citadel Advisors
25
Citadel Advisors
Florida
$25M +$19.6M +357,466 +314%

SON Hedge Fund Activity: Q4 2018 in Review

415 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q4 2018, worth a combined $3.94B — down 3.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SON positions and 50 closed out — a net gain of 11 holders — while 136 added to existing stakes and 131 trimmed.

The largest buyer was Signature Financial Management, opening a new position worth an estimated $21.5M. The largest seller was Morgan Stanley, cutting an estimated $22.3M.

  • 415 institutional investors held Sonoco (SON) as of Q4 2018, up from 408 in Q3 2018.
  • Funds reported $3.94B of Sonoco stock for Q4 2018, down 3.4% quarter-over-quarter.
  • 61 funds opened new Sonoco positions in Q4 2018 and 50 closed out, a net change of +11 holders.
  • The largest Sonoco buyer in Q4 2018 was Signature Financial Management, an estimated $21.5M added.
  • The largest Sonoco seller in Q4 2018 was Morgan Stanley, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2018.