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383 hedge funds and large institutions have $3.58B invested in Sonoco in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 126 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $3M | Put options by funds: $560K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.11% more ownership

Funds ownership: 74.54%76.66% (+2.1%)

9% less funds holding

Funds holding: 421383 (-38)

11% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 141

22% less capital invested

Capital invested by funds: $4.6B → $3.58B (-$1.02B)

46% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 72

Holders
383
Holders Change
-38
Holders Change %
-9.03%
% of All Funds
8.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
126
Reduced
141
Closed
72
Calls
$3M
Puts
$560K
Net Calls
+$2.44M
Net Calls Change
+$680K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$510M -$19.9M -373,677 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$507M +$14M +262,289 +2%
State Street
3
State Street
Massachusetts
$298M -$25M -468,663 -7%
Invesco
4
Invesco
Georgia
$202M -$5.47M -102,656 -2%
American Century Companies
5
American Century Companies
Missouri
$134M +$61.8M +1,158,762 +66%
Victory Capital Management
6
Victory Capital Management
Texas
$133M +$69.9M +1,311,582 +85%
Ameriprise
7
Ameriprise
Minnesota
$107M +$8.06M +151,151 +7%
Bank of America
8
Bank of America
North Carolina
$92.3M -$4.18M -78,359 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$82.8M -$13.5M -253,797 -12%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$82.3M -$20.7K -389 -0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$59.8M -$3.45M -64,670 -5%
Norges Bank
12
Norges Bank
Norway
$53.6M +$3.99M +74,902 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$53.4M +$1.79M +33,568 +3%
First Trust Advisors
14
First Trust Advisors
Illinois
$44M +$2.97M +55,624 +6%
Charles Schwab
15
Charles Schwab
California
$43M +$2.94M +55,212 +6%
Northern Trust
16
Northern Trust
Illinois
$38.2M +$1.3M +24,475 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$38.1M +$35.3M +661,869 +412%
Brown Advisory
18
Brown Advisory
Maryland
$33.2M -$253K -4,753 -0.7%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$29M +$27M +507,150 +429%
ORIO
20
Old Republic International (ORI)
Illinois
$27.2M +$3.63M +68,000 +13%
Goldman Sachs
21
Goldman Sachs
New York
$27.2M +$8.53M +159,988 +37%
ACA
22
Anchor Capital Advisors
Massachusetts
$25.2M +$412K +7,734 +1%
BAMF
23
BI Asset Management Fondsmaeglerselskab
Denmark
$25.1M +$2.47M +46,248 +9%
SAM
24
Silvercrest Asset Management
New York
$25.1M -$112K -2,093 -0.4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$23.7M +$1.6M +30,081 +6%

SON Hedge Fund Activity: Q1 2020 in Review

383 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q1 2020, worth a combined $3.58B — down 22% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SON and 39 opened new positions — a net loss of 33 holders — while 141 trimmed existing stakes and 126 added.

The largest buyer was Victory Capital Management, adding an estimated $69.9M. The largest seller was Rothschild & Co Asset Management US, exiting entirely with an estimated $28.4M sold.

  • 383 institutional investors held Sonoco (SON) as of Q1 2020, down from 421 in Q4 2019.
  • Funds reported $3.58B of Sonoco stock for Q1 2020, down 22% quarter-over-quarter.
  • 39 funds opened new Sonoco positions in Q1 2020 and 72 closed out, a net change of -33 holders.
  • The largest Sonoco buyer in Q1 2020 was Victory Capital Management, an estimated $69.9M added.
  • The largest Sonoco seller in Q1 2020 was Rothschild & Co Asset Management US, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2020.