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International Paper

882 hedge funds and large institutions have $17.7B invested in International Paper in 2018 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 294 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $367M | Put options by funds: $115M

10% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 294

4% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 84

0% less funds holding

Funds holding: 886882 (-4)

4% less capital invested

Capital invested by funds: $18.4B → $17.7B (-$724M)

1.52% less ownership

Funds ownership: 88.12%86.6% (-1.5%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
882
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
20.19%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
87
Increased
323
Reduced
294
Closed
84
Calls
$367M
Puts
$115M
Net Calls
+$252M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
851
CSat Investment Advisory
Michigan
$6K +$6.54K +128 New
WOC
852
West Oak Capital
California
$5.99K
SFA
853
Spectrum Financial Alliance
Kentucky
$5K -$3.93K -77 -42%
MFT
854
Moisand Fitzgerald Tamayo
Florida
$5K
BRC
855
Bell Rock Capital
Delaware
$5K +$51 +1 +0.9%
AAC
856
Asset Advisors Corp
Georgia
$5K +$5.06K +99 New
FGAM
857
Financial Gravity Asset Management
Texas
$4K -$30.7K -600 -88%
CBT
858
Capital Bank & Trust
California
$4K -$5.01K -98 -57%
JFGIW
859
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$664 -13 -15%
AOWM
860
Alpha Omega Wealth Management
Virginia
$4K
Rockefeller Capital Management
861
Rockefeller Capital Management
New York
$4K
CI
862
CX Institutional
Indiana
$4K +$3.78K +74 New
SWA
863
Sutton Wealth Advisors
Florida
$3.65K
CFN
864
Cordasco Financial Network
Florida
$3K
JAM
865
Jolley Asset Management
North Carolina
$3K
OBWP
866
O'Brien Wealth Partners
Massachusetts
$3K
OIA
867
OneDigital Investment Advisors
Kansas
$3K
PO
868
Private Ocean
California
$3K
IAS
869
INR Advisory Services
Pennsylvania
$3K +$2.81K +55 New
WTC
870
WhitTier Trust Company
Nevada
$2K -$3.52K -69 -58%
OFW
871
Omnia Family Wealth
Florida
$2K
QAM
872
QCI Asset Management
New York
$2K
SJIM
873
St. Johns Investment Management
Florida
$2K
VNA
874
Valley National Advisers
Pennsylvania
$2K
AAP
875
Arax Advisory Partners
Colorado
$2K +$1.53K +30 +130%

IP Hedge Fund Activity: Q2 2018 in Review

882 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q2 2018, worth a combined $17.7B — down 3.9% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IP positions and 84 closed out — a net gain of 3 holders — while 323 added to existing stakes and 294 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $307M. The largest seller was Iridian Asset Management, cutting an estimated $114M.

  • 882 institutional investors held International Paper (IP) as of Q2 2018, down from 886 in Q1 2018.
  • Funds reported $17.7B of International Paper stock for Q2 2018, down 3.9% quarter-over-quarter.
  • 87 funds opened new International Paper positions in Q2 2018 and 84 closed out, a net change of +3 holders.
  • The largest International Paper buyer in Q2 2018 was T. Rowe Price Associates, an estimated $307M added.
  • The largest International Paper seller in Q2 2018 was Iridian Asset Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.