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International Paper

765 hedge funds and large institutions have $20B invested in International Paper in 2015 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 249 increasing their positions, 301 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $486M | Put options by funds: $299M

25% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 60

1% more funds holding

Funds holding: 757765 (+8)

4% more capital invested

Capital invested by funds: $19.3B → $20B (+$687M)

0.19% more ownership

Funds ownership: 89.68%89.87% (+0.19%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

17% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 301

Holders
765
Holders Change
+8
Holders Change %
+1.06%
% of All Funds
20.39%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.48%
New
75
Increased
249
Reduced
301
Closed
60
Calls
$486M
Puts
$299M
Net Calls
+$187M
Net Calls Change
+$75.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$81.1M -$4.91M -94,634 -6%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$80.4M +$1.38M +26,697 +2%
AAMU
53
Amundi Asset Management US
Massachusetts
$77.4M +$7.13M +137,400 +10%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$76M
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$74.8M +$43.7M +841,491 +138%
Barclays
56
Barclays
United Kingdom
$70.6M -$10.7M -205,427 -13%
TCIM
57
TIAA CREF Investment Management
New York
$65.8M -$875K -16,875 -1%
BlackRock
58
BlackRock
New York
$65.5M +$2.57M +49,576 +4%
AL
59
AJO LP
Pennsylvania
$63M +$62.2M +1,198,307 New
CS
60
Credit Suisse
Switzerland
$61.3M -$5.06M -97,482 -8%
CI Investments Inc
61
CI Investments Inc
Ontario, Canada
$58.8M +$356K +6,864 +0.6%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$58.5M -$4.54M -87,586 -7%
USSCPF
63
United States Steel & Carnegie Pension Fund
New York
$58M
B
64
Baird
Wisconsin
$57.4M -$2.15M -41,386 -4%
Barrow, Hanley, Mewhinney & Strauss
65
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.9M +$56.2M +1,083,631 New
Renaissance Technologies
66
Renaissance Technologies
New York
$55.5M +$18.7M +360,029 +52%
Principal Financial Group
67
Principal Financial Group
Iowa
$52.3M +$460K +8,873 +0.9%
AllianceBernstein
68
AllianceBernstein
Tennessee
$52M -$1.72M -33,123 -3%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$51.3M +$4.6M +88,613 +10%
O
70
OppenheimerFunds
New York
$49M -$11.9M -229,342 -20%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$47.8M +$5.98M +115,184 +14%
Prudential Financial
72
Prudential Financial
New Jersey
$47.5M +$13.1M +252,563 +39%
PPA
73
Parametric Portfolio Associates
Washington
$47.3M +$1.86M +35,829 +4%
PAM
74
Panagora Asset Management
Massachusetts
$47.2M +$225K +4,328 +0.5%
HEIP
75
Hudson Edge Investment Partners
New Jersey
$45.4M -$6.95M -133,902 -13%

IP Hedge Fund Activity: Q1 2015 in Review

765 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q1 2015, worth a combined $20B — up 3.6% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IP positions and 60 closed out — a net gain of 15 holders — while 249 added to existing stakes and 301 trimmed.

The largest buyer was Ameriprise, adding an estimated $125M. The largest seller was D.E. Shaw & Co, cutting an estimated $62.1M.

  • 765 institutional investors held International Paper (IP) as of Q1 2015, up from 757 in Q4 2014.
  • Funds reported $20B of International Paper stock for Q1 2015, up 3.6% quarter-over-quarter.
  • 75 funds opened new International Paper positions in Q1 2015 and 60 closed out, a net change of +15 holders.
  • The largest International Paper buyer in Q1 2015 was Ameriprise, an estimated $125M added.
  • The largest International Paper seller in Q1 2015 was D.E. Shaw & Co, an estimated $62.1M sold.

Based on aggregated 13F filings for Q1 2015.