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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
BC
451
Banced Corp
Illinois
$442K -$65.1K -1,465 -12%
M&T Bank
452
M&T Bank
New York
$442K +$36.9K +831 +9%
UCFA
453
United Capital Financial Advisors
Texas
$437K -$242K -5,454 -35%
EWA
454
Exencial Wealth Advisors
Oklahoma
$433K -$3.07K -69 -0.7%
ACM
455
Aviance Capital Management
Florida
$432K +$303K +6,828 +209%
WT
456
Wilmington Trust
Delaware
$429K -$223K -5,026 -33%
FIM
457
Fruth Investment Management
Texas
$429K
BWG
458
Beta Wealth Group
California
$428K +$444K +9,991 New
CCM
459
CrestPoint Capital Management
Missouri
$418K
GF
460
Gerstein Fisher
New York
$413K -$409K -9,205 -49%
BG
461
Bollard Group
Massachusetts
$413K
WT
462
Whittier Trust
California
$412K
AIP
463
Ameritas Investment Partners
Nebraska
$398K -$30.5K -686 -7%
ICAS
464
Investors Capital Advisory Services
Massachusetts
$394K +$711 +16 +0.2%
SA
465
Strategic Advisors
New York
$390K
PVWM
466
Point View Wealth Management
New Jersey
$378K
DCM
467
Dynamic Capital Management
Jersey
$378K +$49.7K +1,119 +15%
CI
468
Constellation Investments
Ohio
$376K +$4.76K +107 +1%
DY
469
Dowling & Yahnke
California
$375K +$389K +8,750 New
MA
470
Marshwinds Advisory
Georgia
$374K
HCM
471
Howland Capital Management
Massachusetts
$371K
FWP
472
FAS Wealth Partners
Kansas
$370K
IPRC
473
Indices-Pac Research Corporation
New Jersey
$370K +$69.8K +1,570 +22%
MSFP
474
Mark Sheptoff Financial Planning
Connecticut
$362K +$376K +8,459 New
OIM
475
Orca Investment Management
Oregon
$361K

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.