SON Institutional Ownership
Sonoco Products Company
1W: -3.0%
1M: -1.3%
3M: -15.6%
YTD: +12.2%
1Y: +23.8%
3Y: +6.5%
5Y: -4.9%
$49.30
+0.03 (+0.06%)
After Hours: $51.09 (+1.80, +3.64%)
Weekly Expected Move ±2.2%
$48
$49
$50
$51
$52
Credit Risk of going bust: higher than 52% of companies Debt: 48.3% of company value Bonds: $97.8M held by 204 funds, 74 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.70 (down 95%), Sonoco Products Company would be worth roughly what it owes.
Total debt $4.56B against a stock market value of $4.87B.
Distance to default 4.90 (Merton model): prices to 2026-10-26, balance sheet 2026-09-27, debt counted $2.40B (short-term plus half of long-term), stock volatility 33.4%; Altman Z 1.24. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.70 (down 95%), Sonoco Products Company would be worth roughly what it owes.
Total debt $4.56B against a stock market value of $4.87B.
Distance to default 4.90 (Merton model): prices to 2026-10-26, balance sheet 2026-09-27, debt counted $2.40B (short-term plus half of long-term), stock volatility 33.4%; Altman Z 1.24. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SON
561
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
67
New Positions
197
Increased
215
Reduced
52
Closed
0.57
Put/Call Ratio
Ownership Trends
Top Institutional Holders (193 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 6,517,272 | $321M | +6,403,519 | +5629.3% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 4,415,449 | $218M | +4,415,449 | — | 1Q | SEC ↗ |
| 3 | PRIVATE MANAGEMENT GROUP INC NEW | 838,146 | $41M | +838,146 | — | 1Q | SEC ↗ |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 576,233 | $28M | +576,233 | — | 1Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC NEW | 503,046 | $25M | +503,046 | — | 1Q | SEC ↗ |
| 6 | ProShare Advisors LLC NEW | 467,565 | $23M | +467,565 | — | 1Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN NEW | 380,742 | $19M | +380,742 | — | 1Q | SEC ↗ |
| 8 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 366,585 | $18M | +366,585 | — | 1Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC NEW | 349,490 | $17M | +349,490 | — | 1Q | SEC ↗ |
| 10 | Sound Income Strategies, LLC | 316,637 | $16M | +7,095 | +2.3% | 2Q | SEC ↗ |
| 11 | Access Investment Management LLC NEW | 294,509 | $15M | +294,509 | — | 1Q | SEC ↗ |
| 12 | PRINCIPAL FINANCIAL GROUP INC NEW | 224,534 | $11M | +224,534 | — | 1Q | SEC ↗ |
| 13 | Ancora Advisors LLC NEW | 212,955 | $10M | +212,955 | — | 1Q | SEC ↗ |
| 14 | WEDGE CAPITAL MANAGEMENT L L P/NC | 186,320 | $9M | -4,735 | -2.5% | 2Q | SEC ↗ |
| 15 | GAMCO INVESTORS, INC. ET AL NEW | 155,000 | $8M | +155,000 | — | 1Q | SEC ↗ |
| 16 | HEARTLAND ADVISORS INC | 150,000 | $7M | +50,000 | +50.0% | 2Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC NEW | 136,032 | $7M | +136,032 | — | 1Q | SEC ↗ |
| 18 | SALEM INVESTMENT COUNSELORS INC | 110,307 | $5M | +2,995 | +2.8% | 3Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC NEW | 106,963 | $5M | +106,963 | — | 1Q | SEC ↗ |
| 20 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 106,546 | $5M | +106,546 | — | 1Q | SEC ↗ |
| 21 | Retirement Systems of Alabama NEW | 102,257 | $5M | +102,257 | — | 1Q | SEC ↗ |
| 22 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 97,841 | $5M | +97,841 | — | 1Q | SEC ↗ |
| 23 | WASATCH ADVISORS LP | 79,444 | $4M | -1,723 | -2.1% | 3Q | SEC ↗ |
| 24 | M&T BANK CORP NEW | 72,636 | $4M | +72,636 | — | 1Q | SEC ↗ |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, | 70,830 | $3M | +1,094 | +1.6% | 2Q | SEC ↗ |
| 26 | Freestone Grove Partners LP | 68,642 | $3M | +67,936 | +9622.7% | 2Q | SEC ↗ |
| 27 | Atria Investments, Inc NEW | 57,928 | $3M | +57,928 | — | 1Q | SEC ↗ |
| 28 | GABELLI FUNDS LLC NEW | 53,200 | $3M | +53,200 | — | 1Q | SEC ↗ |
| 29 | NAPLES GLOBAL ADVISORS, LLC NEW | 51,279 | $3M | +51,279 | — | 1Q | SEC ↗ |
| 30 | OPPENHEIMER ASSET MANAGEMENT INC. NEW | 49,893 | $2M | +49,893 | — | 1Q | SEC ↗ |
| 31 | Anchor Investment Management, LLC | 46,025 | $2M | -486 | -1.0% | 11Q | SEC ↗ |
| 32 | PensionDanmark Pensionsforsikringsakti NEW | 41,509 | $2M | +41,509 | — | 1Q | SEC ↗ |
| 33 | MARSHALL WACE, LLP NEW | 38,778 | $2M | +38,778 | — | 1Q | SEC ↗ |
| 34 | Fruth Investment Management | 37,400 | $2M | -450 | -1.2% | 2Q | SEC ↗ |
| 35 | Pathstone Holdings, LLC NEW | 37,027 | $2M | +37,027 | — | 1Q | SEC ↗ |
| 36 | ALLEN WEALTH MANAGEMENT, LLC NEW | 36,227 | $2M | +36,227 | — | 1Q | SEC ↗ |
| 37 | Handelsbanken Fonder AB NEW | 35,867 | $2M | +35,867 | — | 1Q | SEC ↗ |
| 38 | TOCQUEVILLE ASSET MANAGEMENT L.P. NEW | 35,500 | $2M | +35,500 | — | 1Q | SEC ↗ |
| 39 | IEQ CAPITAL, LLC NEW | 34,598 | $2M | +34,598 | — | 1Q | SEC ↗ |
| 40 | Westhampton Capital, LLC | 33,932 | $2M | -600 | -1.7% | 2Q | SEC ↗ |
| 41 | Argyle Capital Management, LLC NEW | 32,758 | $2M | +32,758 | — | 1Q | SEC ↗ |
| 42 | Jump Financial, LLC NEW | 32,692 | $2M | +32,692 | — | 1Q | SEC ↗ |
| 43 | DAVENPORT & Co LLC | 31,167 | $2M | -58 | -0.2% | 3Q | SEC ↗ |
| 44 | NVWM, LLC NEW | 29,869 | $1M | +29,869 | — | 1Q | SEC ↗ |
| 45 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 29,016 | $1M | +29,016 | — | 1Q | SEC ↗ |
| 46 | MERCER GLOBAL ADVISORS INC /ADV NEW | 28,859 | $1M | +28,859 | — | 1Q | SEC ↗ |
| 47 | Louisiana State Employees Retirement S | 28,600 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 48 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 27,800 | $1M | +27,800 | — | 1Q | SEC ↗ |
| 49 | Sequoia Financial Advisors, LLC NEW | 27,732 | $1M | +27,732 | — | 1Q | SEC ↗ |
| 50 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 27,636 | $1M | +27,636 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 4,415,449 | $218M |
| PRIVATE MANAGEMENT GROUP INC | 838,146 | $41M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 576,233 | $28M |
| GOLDMAN SACHS GROUP INC | 503,046 | $25M |
| ProShare Advisors LLC | 467,565 | $23M |
| WELLS FARGO & COMPANY/MN | 380,742 | $19M |
| NEW YORK STATE COMMON RETIREMENT FU | 366,585 | $18M |
| ENVESTNET ASSET MANAGEMENT INC | 349,490 | $17M |
| Access Investment Management LLC | 294,509 | $15M |
| PRINCIPAL FINANCIAL GROUP INC | 224,534 | $11M |
| Ancora Advisors LLC | 212,955 | $10M |
| GAMCO INVESTORS, INC. ET AL | 155,000 | $8M |
| CITADEL ADVISORS LLC | 136,032 | $7M |
| AMERIPRISE FINANCIAL INC | 106,963 | $5M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 106,546 | $5M |
| Retirement Systems of Alabama | 102,257 | $5M |
| STATE BOARD OF ADMINISTRATION OF FL | 97,841 | $5M |
| M&T BANK CORP | 72,636 | $4M |
| Atria Investments, Inc | 57,928 | $3M |
| GABELLI FUNDS LLC | 53,200 | $3M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EQUITABLE TRUST CO | -8,269 | -43.4% | 10,783 |
| HSBC HOLDINGS PLC | -6,724 | -52.8% | 6,022 |
| Merit Financial Group, LLC | -5,958 | -76.6% | 1,819 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | -4,735 | -2.5% | 186,320 |
| CoreCap Advisors, LLC | -1,765 | -16.8% | 8,762 |
| WASATCH ADVISORS LP | -1,723 | -2.1% | 79,444 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -1,044 | -4.2% | 23,669 |
| HB Wealth Management, LLC | -967 | -6.6% | 13,590 |
| IFP Advisors, Inc | -608 | -6.3% | 9,109 |
| Westhampton Capital, LLC | -600 | -1.7% | 33,932 |
| Anchor Investment Management, LLC | -486 | -1.0% | 46,025 |
| Krilogy Financial LLC | -486 | -9.2% | 4,775 |
| Fruth Investment Management | -450 | -1.2% | 37,400 |
| DAVENPORT & Co LLC | -58 | -0.2% | 31,167 |
| Investors Research Corp | -41 | -27.9% | 106 |
| BARTLETT & CO. WEALTH MANAGEMENT LL | -28 | -90.3% | 3 |
| Eagle Bay Advisors LLC | -28 | -0.2% | 12,382 |
| HIGHLINE WEALTH PARTNERS LLC | -27 | -16.2% | 140 |
| B.O.S.S. Retirement Advisors, LLC | -24 | -0.3% | 7,853 |
| MassMutual Private Wealth & Trust, | -21 | -29.6% | 50 |