We are live on ! Find out more
IP icon

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
ATC
601
Adirondack Trust Company
New York
$10K
RIA
602
Regal Investment Advisors
Michigan
$10K
ST
603
Smithfield Trust
Pennsylvania
$10K
ST
604
Stifel Trust
Missouri
$10K
NIM
605
NuWave Investment Management
New Jersey
$9K -$835K -19,511 -99%
CG
606
Colony Group
Massachusetts
$8K +$7.15K +167 New
CFA
607
Carroll Financial Associates
North Carolina
$7K
WCM
608
Windsor Capital Management
Arizona
$7K +$43 +1 +0.7%
FAM
609
Formidable Asset Management
Ohio
$6K
OIA
610
Optimum Investment Advisors
Illinois
$6K
WRM
611
Westport Resources Management
Connecticut
$6K
CFS
612
Community Financial System
New York
$6K +$5.18K +121 New
ASN
613
Advisory Services Network
Georgia
$6K +$5.26K +123 New
ICM
614
ICC Capital Management
Florida
$5K
HR
615
Howe & Rusling
New York
$4K -$942 -22 -19%
FAM
616
Fortaleza Asset Management
Illinois
$4K
RFS
617
Rockefeller Financial Services
New York
$4K
CCS
618
Crosspoint Capital Strategies
California
$4K +$3.77K +88 New
QAM
619
QCI Asset Management
New York
$2K
EWM
620
Elite Wealth Management
Washington
$2K +$1.71K +40 New
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$1.27K +$1.2K +28 New
DIA
622
Denver Investment Advisors
Colorado
$615 +$1.93K +45 +0.3%
Westfield Capital Management
623
Westfield Capital Management
Massachusetts
-$92.1M -2,200,397 Closed
CC
624
Cannell & Co
New York
-$60M -1,434,434 Closed
HCM
625
Hawkeye Capital Management
Florida
-$31.4M -749,549 Closed

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.