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Clearwater Paper

143 hedge funds and large institutions have $888M invested in Clearwater Paper in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

0% more capital invested

Capital invested by funds: $888M → $888M (+$866K)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.46% less ownership

Funds ownership: 84.97%84.51% (-0.46%)

6% less call options, than puts

Call options by funds: $372K | Put options by funds: $397K

1% less funds holding

Funds holding: 145143 (-2)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
143
Holders Change
-2
Holders Change %
-1.38%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
14
Increased
62
Reduced
48
Closed
14
Calls
$372K
Puts
$397K
Net Calls
-$25K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$93M +$902K +18,600 +1%
SCA
2
SAC Capital Advisors
Connecticut
$85.5M +$7.27M +150,000 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$61.3M +$949K +19,573 +2%
BFA
4
BlackRock Fund Advisors
California
$56.5M +$4.6M +94,853 +9%
CCM
5
Corsair Capital Management
New York
$38.7M +$474K +9,775 +1%
VNIM
6
Vaughan Nelson Investment Management
Texas
$31.7M +$14.8M +305,950 +85%
BIT
7
BlackRock Institutional Trust
California
$30.6M +$183K +3,773 +0.6%
Ameriprise
8
Ameriprise
Minnesota
$29.9M +$5.43M +112,067 +22%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$29.5M +$739K +15,230 +3%
RA
10
Royce & Associates
New York
$28.5M -$32M -659,855 -53%
NIMC
11
NWQ Investment Management Company
California
$28.1M -$200K -4,123 -0.7%
PWAM
12
Park West Asset Management
California
$25.8M -$14.1M -290,763 -35%
KAM
13
Keeley Asset Management
Illinois
$24.6M +$3.2M +66,000 +15%
KCM
14
Knighthead Capital Management
New York
$22.9M -$1.3M -26,780 -5%
State Street
15
State Street
Massachusetts
$21.7M +$110K +2,272 +0.5%
Northern Trust
16
Northern Trust
Illinois
$15.9M -$582K -12,005 -3%
ACM
17
Altai Capital Management
California
$14.5M
Prudential Financial
18
Prudential Financial
New Jersey
$13.7M +$11M +227,734 +388%
GC
19
GW Capital
Washington
$13.2M +$13.4M +275,459 New
American Century Companies
20
American Century Companies
Missouri
$12.6M +$348K +7,170 +3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$11.8M +$2.67M +55,100 +29%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$9.94M -$2.1M -43,252 -17%
Norges Bank
23
Norges Bank
Norway
$9.31M +$1.32M +27,313 +16%
CM
24
Castleark Management
Illinois
$7.21M +$5.82M +119,959 New
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$6.73M -$1.01M -20,789 -13%

CLW Hedge Fund Activity: Q3 2013 in Review

143 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Clearwater Paper (CLW) for Q3 2013, worth a combined $888M — up 0.1% from $888M a quarter earlier.

Fund positioning in CLW was balanced in Q3 2013: 14 funds opened new positions, 14 closed out, 62 added to existing stakes and 48 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $14.8M. The largest seller was Royce & Associates, cutting an estimated $32M.

  • 143 institutional investors held Clearwater Paper (CLW) as of Q3 2013, down from 145 in Q2 2013.
  • Funds reported $888M of Clearwater Paper stock for Q3 2013, up 0.1% quarter-over-quarter.
  • 14 funds opened new Clearwater Paper positions in Q3 2013 and 14 closed out, a net change of 0 holders.
  • The largest Clearwater Paper buyer in Q3 2013 was Vaughan Nelson Investment Management, an estimated $14.8M added.
  • The largest Clearwater Paper seller in Q3 2013 was Royce & Associates, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2013.