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International Paper

635 hedge funds and large institutions have $17.1B invested in International Paper in 2014 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 228 increasing their positions, 236 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $561M | Put options by funds: $330M

54% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 46

2% more funds holding

Funds holding: 620635 (+15)

3% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 236

1.22% less ownership

Funds ownership: 92.28%91.06% (-1.2%)

9% less capital invested

Capital invested by funds: $18.7B → $17.1B (-$1.64B)

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

Holders
635
Holders Change
+15
Holders Change %
+2.42%
% of All Funds
18.34%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.26%
New
71
Increased
228
Reduced
236
Closed
46
Calls
$561M
Puts
$330M
Net Calls
+$231M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.45B +$17.3M +389,072 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.38B +$95.9M +2,157,929 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.02B -$41.7M -937,964 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$984M -$297M -6,678,461 -23%
BIT
5
BlackRock Institutional Trust
California
$527M -$66.5M -1,496,865 -11%
Franklin Resources
6
Franklin Resources
California
$475M +$140M +3,157,136 +40%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$388M +$6.24M +140,348 +2%
Allianz Asset Management
8
Allianz Asset Management
Germany
$367M -$9.4M -211,482 -2%
Invesco
9
Invesco
Georgia
$350M -$5.16M -116,146 -1%
Boston Partners
10
Boston Partners
Massachusetts
$338M +$145M +3,268,738 +71%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$311M -$2.48M -55,791 -0.8%
BFA
12
BlackRock Fund Advisors
California
$309M -$5.24M -117,960 -2%
Northern Trust
13
Northern Trust
Illinois
$287M -$6.4M -143,903 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$284M +$63M +1,418,423 +27%
BA
15
BlackRock Advisors
Delaware
$284M -$53.9M -1,213,218 -15%
SC
16
Sasco Capital
Connecticut
$235M +$28.7M +645,109 +13%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$222M -$20.9M -469,243 -8%
ClearBridge Investments
18
ClearBridge Investments
New York
$212M +$5.56M +125,168 +3%
Ameriprise
19
Ameriprise
Minnesota
$204M -$212M -4,758,694 -50%
Wells Fargo
20
Wells Fargo
California
$189M +$8.71M +195,945 +5%
APG Asset Management
21
APG Asset Management
Netherlands
$183M +$918K +20,653 +0.5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$174M +$2.92M +65,646 +2%
Norges Bank
23
Norges Bank
Norway
$163M +$4.18M +93,969 +3%
SP
24
Sarasin & Partners
United Kingdom
$150M +$1.57M +35,397 +1%
BIM
25
BlackRock Investment Management
Delaware
$150M -$5.03M -113,115 -3%

IP Hedge Fund Activity: Q1 2014 in Review

635 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q1 2014, worth a combined $17.1B — down 8.8% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IP positions and 46 closed out — a net gain of 25 holders — while 228 added to existing stakes and 236 trimmed.

The largest buyer was Boston Partners, adding an estimated $145M. The largest seller was Wellington Management Group, cutting an estimated $297M.

  • 635 institutional investors held International Paper (IP) as of Q1 2014, up from 620 in Q4 2013.
  • Funds reported $17.1B of International Paper stock for Q1 2014, down 8.8% quarter-over-quarter.
  • 71 funds opened new International Paper positions in Q1 2014 and 46 closed out, a net change of +25 holders.
  • The largest International Paper buyer in Q1 2014 was Boston Partners, an estimated $145M added.
  • The largest International Paper seller in Q1 2014 was Wellington Management Group, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.