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Graphic Packaging

263 hedge funds and large institutions have $4.25B invested in Graphic Packaging in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

21% more capital invested

Capital invested by funds: $3.51B → $4.25B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more funds holding

Funds holding: 251263 (+12)

4.61% more ownership

Funds ownership: 109.93%114.53% (+4.6%)

96% less call options, than puts

Call options by funds: $395K | Put options by funds: $10.8M

Holders
263
Holders Change
+12
Holders Change %
+4.78%
% of All Funds
5.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
44
Increased
97
Reduced
84
Closed
31
Calls
$395K
Puts
$10.8M
Net Calls
-$10.4M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
1
Boston Partners
Massachusetts
$383M +$46.3M +3,815,826 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$341M -$8.91M -733,435 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$276M -$4.36M -358,892 -2%
American Century Companies
4
American Century Companies
Missouri
$213M -$10.6M -869,741 -5%
EC
5
Eminence Capital
New York
$202M +$7.33M +603,869 +4%
SCM
6
Shapiro Capital Management
Georgia
$202M +$8.22M +676,691 +4%
BlackRock
7
BlackRock
New York
$168M +$827K +68,118 +0.5%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$159M +$34.3M +2,824,551 +29%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$144M -$37.3M -3,069,987 -21%
ACH
10
ArrowMark Colorado Holdings
Colorado
$123M +$8.51M +700,805 +8%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$112M +$13M +1,072,475 +14%
MC
12
Maverick Capital
Texas
$103M +$25.5M +2,102,406 +35%
JP Morgan Chase
13
JP Morgan Chase
New York
$101M -$1.61M -132,812 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$98.7M -$3.62M -297,917 -4%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$82.5M -$2.58M -212,371 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$80.7M +$5.23M +430,794 +7%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$77.7M +$1.96M +161,713 +3%
Millennium Management
18
Millennium Management
New York
$74.4M -$50.8M -4,186,298 -42%
Citadel Advisors
19
Citadel Advisors
Florida
$73.9M +$27.3M +2,246,311 +62%
Goldman Sachs
20
Goldman Sachs
New York
$58M +$4.57M +376,462 +9%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$54M -$1.65M -136,200 -3%
State Street
22
State Street
Massachusetts
$52.2M -$102K -8,384 -0.2%
CCA
23
Canyon Capital Advisors
Texas
$49.7M -$141M -11,598,173 -75%
Bank of America
24
Bank of America
North Carolina
$45.6M +$11.4M +937,143 +35%
Norges Bank
25
Norges Bank
Norway
$41.7M -$6.05M -498,525 -13%

GPK Hedge Fund Activity: Q1 2019 in Review

263 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Graphic Packaging (GPK) for Q1 2019, worth a combined $4.25B — up 21% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new GPK positions and 31 closed out — a net gain of 13 holders — while 97 added to existing stakes and 84 trimmed.

The largest buyer was Boston Partners, adding an estimated $46.3M. The largest seller was Canyon Capital Advisors, cutting an estimated $141M.

  • 263 institutional investors held Graphic Packaging (GPK) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.25B of Graphic Packaging stock for Q1 2019, up 21% quarter-over-quarter.
  • 44 funds opened new Graphic Packaging positions in Q1 2019 and 31 closed out, a net change of +13 holders.
  • The largest Graphic Packaging buyer in Q1 2019 was Boston Partners, an estimated $46.3M added.
  • The largest Graphic Packaging seller in Q1 2019 was Canyon Capital Advisors, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2019.