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International Paper

658 hedge funds and large institutions have $18.9B invested in International Paper in 2014 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 247 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 46

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more call options, than puts

Call options by funds: $380M | Put options by funds: $311M

11% more capital invested

Capital invested by funds: $17.1B → $18.9B (+$1.8B)

4% more funds holding

Funds holding: 635658 (+23)

1.48% more ownership

Funds ownership: 91.06%92.54% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 228

Holders
658
Holders Change
+23
Holders Change %
+3.62%
% of All Funds
18.91%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.34%
New
73
Increased
247
Reduced
228
Closed
46
Calls
$380M
Puts
$311M
Net Calls
+$68.8M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.58B +$61.5M +1,402,619 +4%
State Street
2
State Street
Massachusetts
$1.52B -$72.2M -1,645,890 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.13B +$6.1M +139,104 +0.6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.07B -$7.28M -166,015 -0.7%
BIT
5
BlackRock Institutional Trust
California
$615M +$33.5M +764,176 +6%
Franklin Resources
6
Franklin Resources
California
$527M +$4.77M +108,689 +1%
Boston Partners
7
Boston Partners
Massachusetts
$473M +$93.9M +2,141,899 +27%
Allianz Asset Management
8
Allianz Asset Management
Germany
$426M +$21.8M +496,768 +6%
Invesco
9
Invesco
Georgia
$384M -$1.66M -37,891 -0.5%
Norges Bank
10
Norges Bank
Norway
$360M +$167M +3,814,812 +100%
BFA
11
BlackRock Fund Advisors
California
$355M +$14M +318,606 +4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$327M -$92.1M -2,100,846 -23%
Northern Trust
13
Northern Trust
Illinois
$315M -$1.16M -26,462 -0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$311M -$1.5M -34,140 -0.5%
BA
15
BlackRock Advisors
Delaware
$297M -$14.6M -333,474 -5%
SC
16
Sasco Capital
Connecticut
$286M +$25.1M +572,291 +10%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$273M -$64.3M -1,467,254 -20%
ClearBridge Investments
18
ClearBridge Investments
New York
$239M +$6.12M +139,504 +3%
Wells Fargo
19
Wells Fargo
California
$225M +$16.1M +367,975 +8%
Citigroup
20
Citigroup
New York
$214M +$175M +3,996,779 +748%
APG Asset Management
21
APG Asset Management
Netherlands
$211M +$9.06M +206,571 +5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$198M +$5.87M +133,854 +3%
Ameriprise
23
Ameriprise
Minnesota
$195M -$26.9M -614,064 -13%
BG
24
BlackRock Group
United Kingdom
$180M +$18.7M +425,630 +13%
Lazard Asset Management
25
Lazard Asset Management
New York
$173M +$25.4M +578,542 +19%

IP Hedge Fund Activity: Q2 2014 in Review

658 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q2 2014, worth a combined $18.9B — up 11% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IP positions and 46 closed out — a net gain of 27 holders — while 247 added to existing stakes and 228 trimmed.

The largest buyer was Citigroup, adding an estimated $175M. The largest seller was Third Point, exiting entirely with an estimated $138M sold.

  • 658 institutional investors held International Paper (IP) as of Q2 2014, up from 635 in Q1 2014.
  • Funds reported $18.9B of International Paper stock for Q2 2014, up 11% quarter-over-quarter.
  • 73 funds opened new International Paper positions in Q2 2014 and 46 closed out, a net change of +27 holders.
  • The largest International Paper buyer in Q2 2014 was Citigroup, an estimated $175M added.
  • The largest International Paper seller in Q2 2014 was Third Point, an estimated $138M sold.

Based on aggregated 13F filings for Q2 2014.