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406 hedge funds and large institutions have $3.84B invested in Sonoco in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $2.25M

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 390406 (+16)

0.39% more ownership

Funds ownership: 74.76%75.15% (+0.39%)

1% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 137

2% less capital invested

Capital invested by funds: $3.92B → $3.84B (-$75.9M)

Holders
406
Holders Change
+16
Holders Change %
+4.1%
% of All Funds
8.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
45
Increased
135
Reduced
137
Closed
28
Calls
$5.07M
Puts
$2.25M
Net Calls
+$2.82M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$521M -$17.7M -335,221 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$506M -$27.5M -519,010 -5%
State Street
3
State Street
Massachusetts
$292M -$9.6M -181,385 -3%
Invesco
4
Invesco
Georgia
$197M -$14.6M -275,897 -7%
American Century Companies
5
American Century Companies
Missouri
$191M +$10.5M +199,117 +6%
Ameriprise
6
Ameriprise
Minnesota
$148M +$6.96M +131,474 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$123M +$15.1M +285,767 +13%
Bank of America
8
Bank of America
North Carolina
$109M +$2.98M +56,311 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$86.6M -$745K -14,073 -0.8%
Charles Schwab
10
Charles Schwab
California
$70.5M +$3M +56,696 +4%
Victory Capital Management
11
Victory Capital Management
Texas
$69M +$6.03M +114,040 +9%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$65.5M -$1.88M -35,432 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$62.7M -$3.15M -59,451 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$59.7M +$234K +4,427 +0.4%
First Trust Advisors
15
First Trust Advisors
Illinois
$57.6M +$10M +189,342 +20%
Norges Bank
16
Norges Bank
Norway
$49.3M -$8.43M -159,317 -14%
Northern Trust
17
Northern Trust
Illinois
$41.8M -$1.01M -19,001 -2%
Brown Advisory
18
Brown Advisory
Maryland
$36M -$325K -6,136 -0.9%
LSV Asset Management
19
LSV Asset Management
Illinois
$33.9M +$10.8M +204,910 +45%
ORIO
20
Old Republic International (ORI)
Illinois
$30M
Morgan Stanley
21
Morgan Stanley
New York
$28.4M +$21.8M +412,010 +287%
SAM
22
Silvercrest Asset Management
New York
$27.9M -$38.6K -730 -0.1%
ACA
23
Anchor Capital Advisors
Massachusetts
$26.4M -$257K -4,851 -0.9%
WRF
24
Waddell & Reed Financial
Kansas
$25.3M +$2.32M +43,914 +10%
BAMF
25
BI Asset Management Fondsmaeglerselskab
Denmark
$25.3M -$33.5K -634 -0.1%

SON Hedge Fund Activity: Q3 2020 in Review

406 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q3 2020, worth a combined $3.84B — down 1.9% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SON positions and 28 closed out — a net gain of 17 holders — while 135 added to existing stakes and 137 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.8M. The largest seller was Citadel Advisors, cutting an estimated $33.8M.

  • 406 institutional investors held Sonoco (SON) as of Q3 2020, up from 390 in Q2 2020.
  • Funds reported $3.84B of Sonoco stock for Q3 2020, down 1.9% quarter-over-quarter.
  • 45 funds opened new Sonoco positions in Q3 2020 and 28 closed out, a net change of +17 holders.
  • The largest Sonoco buyer in Q3 2020 was Morgan Stanley, an estimated $21.8M added.
  • The largest Sonoco seller in Q3 2020 was Citadel Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2020.