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Graphic Packaging

449 hedge funds and large institutions have $7.67B invested in Graphic Packaging in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 136 increasing their positions, 188 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 44

34% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $1.39M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $6.89B → $7.67B (+$785M)

4% more funds holding

Funds holding: 430449 (+19)

1.02% more ownership

Funds ownership: 100.59%101.61% (+1%)

28% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 188

Holders
449
Holders Change
+19
Holders Change %
+4.42%
% of All Funds
6.55%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
71
Increased
136
Reduced
188
Closed
44
Calls
$1.87M
Puts
$1.39M
Net Calls
+$473K
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$773M +$25.4M +1,131,594 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$754M -$20.7M -922,202 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$364M +$104M +4,636,256 +46%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$310M +$8.61M +384,157 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$308M -$3.77M -168,283 -1%
State Street
6
State Street
Massachusetts
$237M +$12.4M +554,671 +6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$221M +$25.4M +1,134,410 +15%
EC
8
Eminence Capital
New York
$196M +$9.68M +431,818 +6%
SCM
9
Shapiro Capital Management
Georgia
$193M -$8.95M -399,341 -5%
American Century Companies
10
American Century Companies
Missouri
$186M +$9.4M +419,404 +6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$141M +$7.36M +328,258 +6%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$140M -$11.3M -503,145 -8%
Handelsbanken Fonder
13
Handelsbanken Fonder
Sweden
$136M -$6.71M -299,400 -5%
Morgan Stanley
14
Morgan Stanley
New York
$135M +$38.6M +1,722,309 +46%
LSV Asset Management
15
LSV Asset Management
Illinois
$122M -$2.7M -120,300 -2%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$121M +$56M +2,498,942 +103%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$119M +$4.15M +185,368 +4%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$112M -$3.28M -146,462 -3%
Amundi
19
Amundi
France
$106M +$22.7M +1,013,428 +33%
Norges Bank
20
Norges Bank
Norway
$100M -$59.7M -2,663,797 -40%
Principal Financial Group
21
Principal Financial Group
Iowa
$99.8M -$303K -13,537 -0.3%
ACH
22
ArrowMark Colorado Holdings
Colorado
$96M -$21.3M -951,453 -20%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$88.1M -$3.45M -154,031 -4%
WCA
24
Waratah Capital Advisors
Ontario, Canada
$86.6M -$12.5M -557,899 -14%
JP Morgan Chase
25
JP Morgan Chase
New York
$86M +$62.9M +2,806,140 +411%

GPK Hedge Fund Activity: Q4 2023 in Review

449 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Graphic Packaging (GPK) for Q4 2023, worth a combined $7.67B — up 11% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new GPK positions and 44 closed out — a net gain of 27 holders — while 136 added to existing stakes and 188 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $104M. The largest seller was Norges Bank, cutting an estimated $59.7M.

  • 449 institutional investors held Graphic Packaging (GPK) as of Q4 2023, up from 430 in Q3 2023.
  • Funds reported $7.67B of Graphic Packaging stock for Q4 2023, up 11% quarter-over-quarter.
  • 71 funds opened new Graphic Packaging positions in Q4 2023 and 44 closed out, a net change of +27 holders.
  • The largest Graphic Packaging buyer in Q4 2023 was Fidelity Investments, an estimated $104M added.
  • The largest Graphic Packaging seller in Q4 2023 was Norges Bank, an estimated $59.7M sold.

Based on aggregated 13F filings for Q4 2023.