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International Paper

635 hedge funds and large institutions have $17.1B invested in International Paper in 2014 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 228 increasing their positions, 236 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $561M | Put options by funds: $330M

54% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 46

2% more funds holding

Funds holding: 620635 (+15)

3% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 236

1.22% less ownership

Funds ownership: 92.28%91.06% (-1.2%)

9% less capital invested

Capital invested by funds: $18.7B → $17.1B (-$1.64B)

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

Holders
635
Holders Change
+15
Holders Change %
+2.42%
% of All Funds
18.34%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.26%
New
71
Increased
228
Reduced
236
Closed
46
Calls
$561M
Puts
$330M
Net Calls
+$231M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
401
State of Alaska Department of Revenue
Alaska
$637K -$73.8K -1,660 -10%
SCM
402
Sterling Capital Management
North Carolina
$633K -$13.3K -300 -2%
ZDA
403
Zweig-DiMenna Associates
New York
$633K +$238K +5,353 +57%
IIM
404
Intact Investment Management
Quebec, Canada
$631K +$654K +14,723 New
Daiwa Securities Group
405
Daiwa Securities Group
Japan
$629K -$52.4K -1,178 -7%
MYAM
406
Meiji Yasuda Asset Management
Japan
$619K -$58.1K -1,307 -8%
CC
407
ClearArc Capital
Ohio
$612K -$863K -19,419 -58%
WAS
408
Winch Advisory Services
Wisconsin
$608K +$631K +14,199 New
PWLP
409
Prio Wealth Limited Partnership
Massachusetts
$604K -$19K -428 -3%
WSTAM
410
Wilbanks Smith & Thomas Asset Management
Virginia
$594K +$533 +12 +0.1%
AA
411
ALPS Advisors
Colorado
$586K +$121K +2,718 +25%
DIA
412
Denver Investment Advisors
Colorado
$584K +$8.93K +201 +1%
SCM
413
Shelton Capital Management
Colorado
$582K +$603K +13,572 New
Creative Planning
414
Creative Planning
Kansas
$579K -$30.3K -681 -5%
AMIM
415
Aull & Monroe Investment Management
Alabama
$575K -$23.8K -536 -4%
RJFSA
416
Raymond James Financial Services Advisors
Florida
$574K +$78.2K +1,760 +15%
VanEck Associates
417
VanEck Associates
New York
$568K -$22.3K -501 -4%
GIA
418
Gargoyle Investment Advisor
New Jersey
$568K +$112K +2,523 +23%
UR
419
USCA RIA
Texas
$563K +$215K +4,832 +58%
AFG
420
Albion Financial Group
Utah
$555K +$575K +12,941 New
OMCS
421
Old Mutual Customised Solutions
South Africa
$551K
RIG
422
Roosevelt Investment Group
New York
$547K -$95.2K -2,142 -14%
BFS
423
Bradley Foster & Sargent
Connecticut
$546K -$14.3K -321 -2%
PG
424
PEAK6 Group
Illinois
$542K +$79K +1,777 +16%
FWIA
425
Fort Washington Investment Advisors
Ohio
$540K

IP Hedge Fund Activity: Q1 2014 in Review

635 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q1 2014, worth a combined $17.1B — down 8.8% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IP positions and 46 closed out — a net gain of 25 holders — while 228 added to existing stakes and 236 trimmed.

The largest buyer was Boston Partners, adding an estimated $145M. The largest seller was Wellington Management Group, cutting an estimated $297M.

  • 635 institutional investors held International Paper (IP) as of Q1 2014, up from 620 in Q4 2013.
  • Funds reported $17.1B of International Paper stock for Q1 2014, down 8.8% quarter-over-quarter.
  • 71 funds opened new International Paper positions in Q1 2014 and 46 closed out, a net change of +25 holders.
  • The largest International Paper buyer in Q1 2014 was Boston Partners, an estimated $145M added.
  • The largest International Paper seller in Q1 2014 was Wellington Management Group, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.