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International Paper

797 hedge funds and large institutions have $18.2B invested in International Paper in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 291 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 73

22% more call options, than puts

Call options by funds: $249M | Put options by funds: $205M

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

13% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.09B)

3% more funds holding

Funds holding: 774797 (+23)

1.08% more ownership

Funds ownership: 86.98%88.06% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 291

Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
19.93%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.47%
New
107
Increased
272
Reduced
291
Closed
73
Calls
$249M
Puts
$205M
Net Calls
+$44.1M
Net Calls Change
+$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
701
Asset Planning Services (Pennsylvania)
Pennsylvania
$49K
WC
702
Whitnell & Co
Illinois
$49K +$34.3K +741 +324%
CFA
703
Carroll Financial Associates
North Carolina
$47K
FIB
704
First Interstate Bank
Montana
$46K +$2.96K +64 +7%
JCM
705
Jacobi Capital Management
Pennsylvania
$43K
BIG
706
Bellwether Investment Group
Tennessee
$43K +$39.2K +847 New
MRCM
707
M&R Capital Management
New Jersey
$42K
CAW
708
Cornerstone Advisors (Washington)
Washington
$41K
PCM
709
Prelude Capital Management
New York
$41K +$10.7K +232 +40%
FCB
710
First Command Bank
Texas
$40K +$36.9K +797 New
FCFS
711
First Command Financial Services
Texas
$40K +$36.9K +797 New
VCM
712
Versant Capital Management
Arizona
$39K -$4.86K -105 -12%
MWM
713
MinichMacGregor Wealth Management
New York
$38K
KLI
714
Kelman-Lazarov Inc
Tennessee
$37.1K
PFSC
715
Peoples Financial Services Corp
Pennsylvania
$36K
AW
716
Alpha Windward
Massachusetts
$35K -$6.43K -139 -17%
BWM
717
Baystate Wealth Management
Massachusetts
$35K +$31.8K +687 New
IP
718
Intellectus Partners
California
$35K +$32.3K +699 New
PFBT
719
Parkside Financial Bank & Trust
Missouri
$33K +$18.6K +402 +168%
NYLT
720
New York Life Trust
New York
$33K +$30K +648 New
BWP
721
Baldwin Wealth Partners
Massachusetts
$32K
ICOM
722
Investment Counselors of Maryland
Maryland
$32K
MSFP
723
Mark Sheptoff Financial Planning
Connecticut
$32K
TDC
724
Thompson Davis & Co
Virginia
$31K +$12.2K +264 +74%
CB
725
Community Bank
New York
$29K -$2.22K -48 -8%

IP Hedge Fund Activity: Q4 2016 in Review

797 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q4 2016, worth a combined $18.2B — up 13% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new IP positions and 73 closed out — a net gain of 34 holders — while 272 added to existing stakes and 291 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $130M. The largest seller was Allianz Asset Management, cutting an estimated $84.6M.

  • 797 institutional investors held International Paper (IP) as of Q4 2016, up from 774 in Q3 2016.
  • Funds reported $18.2B of International Paper stock for Q4 2016, up 13% quarter-over-quarter.
  • 107 funds opened new International Paper positions in Q4 2016 and 73 closed out, a net change of +34 holders.
  • The largest International Paper buyer in Q4 2016 was Wellington Management Group, an estimated $130M added.
  • The largest International Paper seller in Q4 2016 was Allianz Asset Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2016.