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International Paper

600 hedge funds and large institutions have $17.4B invested in International Paper in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 230 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $656M | Put options by funds: $435M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

3% more funds holding

Funds holding: 585600 (+15)

2% more capital invested

Capital invested by funds: $17.1B → $17.4B (+$330M)

0.63% more ownership

Funds ownership: 92.77%93.4% (+0.63%)

5% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 230

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

Holders
600
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
19.46%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.26%
New
68
Increased
218
Reduced
230
Closed
47
Calls
$656M
Puts
$435M
Net Calls
+$221M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.45B -$1M -22,526 -0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.25B -$25.3M -568,978 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.01B +$27.2M +610,742 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$905M -$135M -3,032,467 -12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$611M +$21.1M +473,322 +3%
BIT
6
BlackRock Institutional Trust
California
$574M +$45.2M +1,016,290 +8%
Ameriprise
7
Ameriprise
Minnesota
$401M +$47.3M +1,062,000 +12%
BA
8
BlackRock Advisors
Delaware
$368M +$206M +4,627,143 +111%
Allianz Asset Management
9
Allianz Asset Management
Germany
$353M -$5.09M -114,410 -1%
Invesco
10
Invesco
Georgia
$348M -$40.6M -912,276 -10%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$332M -$3.36M -75,464 -0.9%
Franklin Resources
12
Franklin Resources
California
$314M +$36M +808,899 +12%
Northern Trust
13
Northern Trust
Illinois
$294M -$7.61M -170,921 -2%
BFA
14
BlackRock Fund Advisors
California
$294M +$13.3M +299,869 +4%
EIP
15
Epoch Investment Partners
New York
$289M +$75.9M +1,704,339 +33%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$275M +$149M +3,339,672 +103%
ClearBridge Investments
17
ClearBridge Investments
New York
$260M +$1.09M +24,579 +0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$260M -$103M -2,308,740 -27%
TP
19
Third Point
New York
$190M -$11.9M -267,696 -6%
Goldman Sachs
20
Goldman Sachs
New York
$188M +$16.1M +361,593 +9%
BIM
21
BlackRock Investment Management
Delaware
$184M +$60.9M +1,368,081 +45%
Norges Bank
22
Norges Bank
Norway
$183M +$3.34M +75,092 +2%
SC
23
Sasco Capital
Connecticut
$180M -$28M -628,196 -13%
APG Asset Management
24
APG Asset Management
Netherlands
$178M -$2.99M -67,172 -2%
BG
25
BlackRock Group
United Kingdom
$169M +$12.4M +278,509 +7%

IP Hedge Fund Activity: Q3 2013 in Review

600 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q3 2013, worth a combined $17.4B — up 1.9% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IP positions and 47 closed out — a net gain of 21 holders — while 218 added to existing stakes and 230 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $206M. The largest seller was Wellington Management Group, cutting an estimated $135M.

  • 600 institutional investors held International Paper (IP) as of Q3 2013, up from 585 in Q2 2013.
  • Funds reported $17.4B of International Paper stock for Q3 2013, up 1.9% quarter-over-quarter.
  • 68 funds opened new International Paper positions in Q3 2013 and 47 closed out, a net change of +21 holders.
  • The largest International Paper buyer in Q3 2013 was BlackRock Advisors, an estimated $206M added.
  • The largest International Paper seller in Q3 2013 was Wellington Management Group, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2013.