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Clearwater Paper

161 hedge funds and large institutions have $695M invested in Clearwater Paper in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

8% more funds holding

Funds holding: 149161 (+12)

3.94% more ownership

Funds ownership: 82.07%86.01% (+3.9%)

6% less capital invested

Capital invested by funds: $739M → $695M (-$43.3M)

33% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 69

74% less call options, than puts

Call options by funds: $196K | Put options by funds: $766K

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
4.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
46
Reduced
69
Closed
10
Calls
$196K
Puts
$766K
Net Calls
-$570K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$89.4M -$3.55M -73,970 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61M -$1.55M -32,245 -2%
BFA
3
BlackRock Fund Advisors
California
$50.9M -$844K -17,566 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$46.9M +$2.8M +58,266 +6%
Macquarie Group
5
Macquarie Group
Australia
$31.5M -$60.7K -1,264 -0.2%
Brown Advisory
6
Brown Advisory
Maryland
$28.9M +$711K +14,808 +2%
BIT
7
BlackRock Institutional Trust
California
$22.5M -$3.92M -81,594 -14%
State Street
8
State Street
Massachusetts
$18.7M +$453K +9,425 +2%
RCMC
9
Rubric Capital Management (Connecticut)
Connecticut
$17.9M -$11.8M -246,147 -39%
GC
10
GW Capital
Washington
$15.2M -$2.45M -51,041 -13%
CCM
11
Corsair Capital Management
New York
$15.2M -$2.69M -55,935 -14%
TA
12
Teachers Advisors
New York
$14.5M +$3.73M +77,588 +32%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$14.3M -$1.45M -30,114 -9%
LCP
14
Lombardia Capital Partners
California
$13.6M +$5.21M +108,519 +57%
Ameriprise
15
Ameriprise
Minnesota
$12.2M -$13.8M -286,484 -52%
LSV Asset Management
16
LSV Asset Management
Illinois
$12M +$365K +7,600 +3%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$11.2M -$118K -2,464 -1%
WCM
18
Wedge Capital Management
North Carolina
$10.6M -$87.7K -1,825 -0.8%
DGHMC
19
Dalton, Greiner, Hartman, Maher & Co
New York
$10.4M +$404K +8,404 +4%
Northern Trust
20
Northern Trust
Illinois
$10.3M -$14.7K -307 -0.1%
Millennium Management
21
Millennium Management
New York
$8.88M +$9.37M +195,122 New
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$8.26M -$3.91M -81,298 -31%
Norges Bank
23
Norges Bank
Norway
$8.25M
KIM
24
Kestrel Investment Management
California
$6.43M -$1.04M -21,750 -13%
BA
25
BlackRock Advisors
Delaware
$5.67M -$452K -9,411 -7%

CLW Hedge Fund Activity: Q4 2015 in Review

161 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Clearwater Paper (CLW) for Q4 2015, worth a combined $695M — down 5.9% from $739M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CLW positions and 10 closed out — a net gain of 14 holders — while 46 added to existing stakes and 69 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $9.37M. The largest seller was Ameriprise, cutting an estimated $13.8M.

  • 161 institutional investors held Clearwater Paper (CLW) as of Q4 2015, up from 149 in Q3 2015.
  • Funds reported $695M of Clearwater Paper stock for Q4 2015, down 5.9% quarter-over-quarter.
  • 24 funds opened new Clearwater Paper positions in Q4 2015 and 10 closed out, a net change of +14 holders.
  • The largest Clearwater Paper buyer in Q4 2015 was Millennium Management, an estimated $9.37M added.
  • The largest Clearwater Paper seller in Q4 2015 was Ameriprise, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2015.