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Clearwater Paper

166 hedge funds and large institutions have $965M invested in Clearwater Paper in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $831K | Put options by funds: $621K

3.37% less ownership

Funds ownership: 91.78%88.41% (-3.4%)

3% less funds holding

Funds holding: 172166 (-6)

6% less capital invested

Capital invested by funds: $1.03B → $965M (-$61M)

22% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 67

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
4.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
52
Reduced
67
Closed
21
Calls
$831K
Puts
$621K
Net Calls
+$210K
Net Calls Change
-$379K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$7.36M -$157K -2,491 -2%
KIM
27
Kestrel Investment Management
California
$7.29M -$714K -11,300 -9%
PAM
28
Panagora Asset Management
Massachusetts
$7.18M +$3.29M +52,121 +88%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$7.01M +$3.68M +58,307 +117%
LCP
30
Lombardia Capital Partners
California
$6.74M -$2.89M -45,686 -30%
CLM
31
ClearBridge LLC (Maryland)
Maryland
$5.69M +$5.56M +87,940 New
Goldman Sachs
32
Goldman Sachs
New York
$5.6M +$3.52M +55,661 +180%
QI
33
QS Investors
New York
$5.13M
Federated Hermes
34
Federated Hermes
Pennsylvania
$5.04M +$1.18M +18,670 +32%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$4.97M +$14.5K +230 +0.3%
PPA
36
Parametric Portfolio Associates
Washington
$4.97M +$339K +5,358 +8%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$4.69M
OAM
38
Oxford Asset Management
United Kingdom
$4.63M +$255K +4,042 +6%
BIM
39
BlackRock Investment Management
Delaware
$4.54M -$82.9K -1,312 -2%
Invesco
40
Invesco
Georgia
$4.51M +$593K +9,381 +16%
BIM
41
Bogle Investment Management
Massachusetts
$4.46M +$705K +11,153 +19%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$3.97M -$12.6K -200 -0.3%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$3.96M +$1.05M +16,600 +37%
Two Sigma Investments
44
Two Sigma Investments
New York
$3.96M +$1.27M +20,162 +49%
Renaissance Technologies
45
Renaissance Technologies
New York
$3.65M +$1.15M +18,200 +48%
Millennium Management
46
Millennium Management
New York
$3.63M -$5.3M -83,876 -60%
USAA
47
United Services Automobile Association
Texas
$3.53M
Deutsche Bank
48
Deutsche Bank
Germany
$3.44M -$34.3K -543 -1%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$3.25M +$423K +6,690 +15%
BCM
50
Bridgeway Capital Management
Texas
$3.02M

CLW Hedge Fund Activity: Q3 2016 in Review

166 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Clearwater Paper (CLW) for Q3 2016, worth a combined $965M — down 5.9% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CLW and 15 opened new positions — a net loss of 6 holders — while 67 trimmed existing stakes and 52 added.

The largest buyer was LSV Asset Management, adding an estimated $14.8M. The largest seller was Macquarie Group, cutting an estimated $53.1M.

  • 166 institutional investors held Clearwater Paper (CLW) as of Q3 2016, down from 172 in Q2 2016.
  • Funds reported $965M of Clearwater Paper stock for Q3 2016, down 5.9% quarter-over-quarter.
  • 15 funds opened new Clearwater Paper positions in Q3 2016 and 21 closed out, a net change of -6 holders.
  • The largest Clearwater Paper buyer in Q3 2016 was LSV Asset Management, an estimated $14.8M added.
  • The largest Clearwater Paper seller in Q3 2016 was Macquarie Group, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2016.