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International Paper

771 hedge funds and large institutions have $17B invested in International Paper in 2015 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 298 increasing their positions, 275 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $438M | Put options by funds: $180M

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

8% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 275

1% more funds holding

Funds holding: 765771 (+6)

0.36% less ownership

Funds ownership: 89.87%89.51% (-0.36%)

15% less capital invested

Capital invested by funds: $20B → $17B (-$2.94B)

61% less funds holding in top 10

Funds holding in top 10: 187 (-11)

Holders
771
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
20.77%
Holding in Top 10
7
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-61.11%
% of All Funds
0.19%
New
72
Increased
298
Reduced
275
Closed
58
Calls
$438M
Puts
$180M
Net Calls
+$257M
Net Calls Change
+$70.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$145M -$80.7M -1,628,240 -34%
BIM
27
BlackRock Investment Management
Delaware
$143M +$10.4M +209,872 +7%
SP
28
Sarasin & Partners
United Kingdom
$138M +$19M +383,112 +14%
AL
29
AJO LP
Pennsylvania
$132M +$86.2M +1,738,799 +145%
Morgan Stanley
30
Morgan Stanley
New York
$129M -$8.33M -168,022 -6%
Charles Schwab
31
Charles Schwab
California
$118M +$31.8M +641,817 +33%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$117M +$56.9M +1,146,702 +79%
WCMNY
33
Westchester Capital Management (New York)
New York
$114M +$4.31M +87,015 +4%
Deutsche Bank
34
Deutsche Bank
Germany
$113M +$25.2M +507,940 +25%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$107M -$158M -3,192,607 -57%
Prudential Financial
36
Prudential Financial
New Jersey
$106M +$72M +1,452,143 +161%
JP Morgan Chase
37
JP Morgan Chase
New York
$106M -$11.9M -240,199 -9%
Bank of America
38
Bank of America
North Carolina
$105M -$2.53M -50,933 -2%
UBS Group
39
UBS Group
Switzerland
$105M -$12.8M -258,508 -10%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$104M +$7.96M +160,467 +7%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$104M +$449K +9,050 +0.4%
EIP
42
Epoch Investment Partners
New York
$101M -$9.09M -183,226 -8%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$95.2M +$4.43M +89,254 +4%
Goldman Sachs
44
Goldman Sachs
New York
$95.2M -$26.8M -539,947 -20%
Legal & General Group
45
Legal & General Group
United Kingdom
$88.6M +$1.03M +20,673 +1%
MAA
46
Managed Account Advisors
New Jersey
$87.5M -$17.9M -361,085 -16%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$79.1M -$4.01M -80,936 -4%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$76.7M -$117M -2,367,795 -58%
TCIM
49
TIAA CREF Investment Management
New York
$75.2M +$20.6M +415,411 +33%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$73.4M -$4.17M -84,147 -5%

IP Hedge Fund Activity: Q2 2015 in Review

771 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q2 2015, worth a combined $17B — down 15% from $20B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IP positions and 58 closed out — a net gain of 14 holders — while 298 added to existing stakes and 275 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $196M. The largest seller was Citigroup, cutting an estimated $244M.

  • 771 institutional investors held International Paper (IP) as of Q2 2015, up from 765 in Q1 2015.
  • Funds reported $17B of International Paper stock for Q2 2015, down 15% quarter-over-quarter.
  • 72 funds opened new International Paper positions in Q2 2015 and 58 closed out, a net change of +14 holders.
  • The largest International Paper buyer in Q2 2015 was Wellington Management Group, an estimated $196M added.
  • The largest International Paper seller in Q2 2015 was Citigroup, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2015.