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421 hedge funds and large institutions have $4.6B invested in Sonoco in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $673K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

7% more capital invested

Capital invested by funds: $4.29B → $4.6B (+$312M)

2% more funds holding

Funds holding: 411421 (+10)

0.84% more ownership

Funds ownership: 73.7%74.54% (+0.84%)

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 142

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
421
Holders Change
+10
Holders Change %
+2.43%
% of All Funds
8.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
58
Increased
143
Reduced
142
Closed
38
Calls
$2.43M
Puts
$673K
Net Calls
+$1.76M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$702M +$5.7M +96,325 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$659M +$7.3M +123,416 +1%
State Street
3
State Street
Massachusetts
$425M +$40.2M +678,862 +11%
Invesco
4
Invesco
Georgia
$276M +$20M +337,673 +8%
Ameriprise
5
Ameriprise
Minnesota
$134M +$1.97M +33,289 +2%
Bank of America
6
Bank of America
North Carolina
$128M -$8.83M -149,297 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$126M +$9.11M +153,989 +8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$110M -$2.34M -39,502 -2%
American Century Companies
9
American Century Companies
Missouri
$108M +$12M +202,298 +13%
Victory Capital Management
10
Victory Capital Management
Texas
$95.7M +$3.46M +58,567 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$83.6M -$1.5M -25,297 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$69M +$2.5M +42,288 +4%
Norges Bank
13
Norges Bank
Norway
$66.8M +$1.03M +17,491 +2%
First Trust Advisors
14
First Trust Advisors
Illinois
$55.1M +$8.5M +143,736 +19%
Charles Schwab
15
Charles Schwab
California
$53.8M +$1.06M +17,890 +2%
Wells Fargo
16
Wells Fargo
California
$50.2M -$4.98M -84,230 -9%
Northern Trust
17
Northern Trust
Illinois
$49.4M +$824K +13,923 +2%
Brown Advisory
18
Brown Advisory
Maryland
$44.6M -$60.1K -1,016 -0.1%
APG Asset Management
19
APG Asset Management
Netherlands
$43.1M -$25.3M -426,939 -35%
SAM
20
Silvercrest Asset Management
New York
$33.6M +$558K +9,435 +2%
ACA
21
Anchor Capital Advisors
Massachusetts
$33.1M +$14.8M +250,891 +88%
ORIO
22
Old Republic International (ORI)
Illinois
$32M +$9.9M +167,400 +48%
CS
23
Credit Suisse
Switzerland
$30.9M -$213K -3,595 -0.7%
BAMF
24
BI Asset Management Fondsmaeglerselskab
Denmark
$30.6M +$2.18M +36,781 +8%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$29.7M -$28.6K -483 -0.1%

SON Hedge Fund Activity: Q4 2019 in Review

421 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q4 2019, worth a combined $4.6B — up 7.3% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SON positions and 38 closed out — a net gain of 20 holders — while 143 added to existing stakes and 142 trimmed.

The largest buyer was State Street, adding an estimated $40.2M. The largest seller was LSV Asset Management, cutting an estimated $39.2M.

  • 421 institutional investors held Sonoco (SON) as of Q4 2019, up from 411 in Q3 2019.
  • Funds reported $4.6B of Sonoco stock for Q4 2019, up 7.3% quarter-over-quarter.
  • 58 funds opened new Sonoco positions in Q4 2019 and 38 closed out, a net change of +20 holders.
  • The largest Sonoco buyer in Q4 2019 was State Street, an estimated $40.2M added.
  • The largest Sonoco seller in Q4 2019 was LSV Asset Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q4 2019.