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International Paper

620 hedge funds and large institutions have $18.7B invested in International Paper in 2013 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 193 increasing their positions, 244 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $857M | Put options by funds: $443M

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

37% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 70

8% more capital invested

Capital invested by funds: $17.4B → $18.7B (+$1.33B)

3% more funds holding

Funds holding: 600620 (+20)

1.12% less ownership

Funds ownership: 93.4%92.28% (-1.1%)

21% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 244

Holders
620
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
18%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.44%
New
96
Increased
193
Reduced
244
Closed
70
Calls
$857M
Puts
$443M
Net Calls
+$414M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
T
526
TradeWorx
New Jersey
$213K +$199K +4,659 New
ECM
527
Endex Capital Management
Kansas
$211K
BHWM
528
Bar Harbor Wealth Management
New Hampshire
$211K +$197K +4,598 New
MAA
529
Mraz Amerine & Associates
California
$211K +$197K +4,607 New
CAM
530
Carret Asset Management
New York
$209K +$196K +4,571 New
FBT
531
First Bankers Trust
Kentucky
$203K +$190K +4,444 New
Tudor Investment Corp
532
Tudor Investment Corp
Connecticut
$201K +$188K +4,390 New
FBNAT
533
FirstMerit Bank N.A. Trustee
Ohio
$201K +$188K +4,393 New
MFBTD
534
MB Financial Bank - Trust Department
Illinois
$196K
BCI
535
Brinker Capital Investments
Pennsylvania
$196K +$3.98K +93 +2%
TSW
536
Thompson Siegel & Walmsley
Virginia
$181K
ARMT
537
Amica Retiree Medical Trust
Rhode Island
$181K +$169K +3,944 New
GG
538
Gofen & Glossberg
Illinois
$181K +$170K +3,962 New
WA
539
WFG Advisors
Texas
$180K -$4.84K -113 -3%
LFG
540
LifePlan Financial Group
Ohio
$177K +$165K +3,855 New
GIS
541
Guardian Investor Services
New York
$175K
BRWA
542
B. Riley Wealth Advisors
Florida
$173K +$13.9K +325 +9%
CAL
543
Capital Analysts LLC
Pennsylvania
$163K +$20.7K +483 +16%
IC
544
IKOS CIF
Cyprus
$155K -$658K -15,385 -82%
MCM
545
Manchester Capital Management
Vermont
$153K
ACM
546
Aviance Capital Management
Florida
$149K +$140K +3,264 New
FMLI
547
Fukoku Mutual Life Insurance
Japan
$137K -$22.9K -536 -15%
PAS
548
Partnervest Advisory Services
California
$128K +$67.7K +1,582 +131%
BPBT
549
Boston Private Bank & Trust
Massachusetts
$126K +$95.3K +2,227 +433%
FA
550
Friess Associates
Delaware
$125K +$20.2K +471 +21%

IP Hedge Fund Activity: Q4 2013 in Review

620 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q4 2013, worth a combined $18.7B — up 7.7% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new IP positions and 70 closed out — a net gain of 26 holders — while 193 added to existing stakes and 244 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $343M. The largest seller was Fidelity Investments, cutting an estimated $383M.

  • 620 institutional investors held International Paper (IP) as of Q4 2013, up from 600 in Q3 2013.
  • Funds reported $18.7B of International Paper stock for Q4 2013, up 7.7% quarter-over-quarter.
  • 96 funds opened new International Paper positions in Q4 2013 and 70 closed out, a net change of +26 holders.
  • The largest International Paper buyer in Q4 2013 was Wellington Management Group, an estimated $343M added.
  • The largest International Paper seller in Q4 2013 was Fidelity Investments, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2013.