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International Paper

711 hedge funds and large institutions have $13.1B invested in International Paper in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 248 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $147M | Put options by funds: $86.9M

20% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 65

1% more funds holding

Funds holding: 704711 (+7)

3% less capital invested

Capital invested by funds: $13.4B → $13.1B (-$363M)

1.67% less ownership

Funds ownership: 90.11%88.45% (-1.7%)

12% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 281

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
711
Holders Change
+7
Holders Change %
+0.99%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
78
Increased
248
Reduced
281
Closed
65
Calls
$147M
Puts
$86.9M
Net Calls
+$59.7M
Net Calls Change
-$5.83M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.01B +$19.7M +512,101 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$967M -$10.7M -277,758 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$958M +$4.96M +128,991 +0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$741M +$15.5M +402,197 +2%
BIT
5
BlackRock Institutional Trust
California
$441M +$1.06M +27,469 +0.2%
Franklin Resources
6
Franklin Resources
California
$412M +$18.3M +475,011 +4%
Allianz Asset Management
7
Allianz Asset Management
Germany
$296M +$454K +11,811 +0.1%
Invesco
8
Invesco
Georgia
$275M +$63.1M +1,640,912 +27%
Boston Partners
9
Boston Partners
Massachusetts
$268M +$11.7M +303,741 +4%
BFA
10
BlackRock Fund Advisors
California
$262M -$1.64M -42,578 -0.6%
BA
11
BlackRock Advisors
Delaware
$237M -$8.17M -212,452 -3%
Ameriprise
12
Ameriprise
Minnesota
$221M -$113M -2,938,663 -32%
Wells Fargo
13
Wells Fargo
California
$198M +$848K +22,043 +0.4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$189M +$25.3M +656,393 +14%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$189M +$89.9M +2,335,332 +79%
ClearBridge Investments
16
ClearBridge Investments
New York
$186M +$36.9M +960,290 +23%
Northern Trust
17
Northern Trust
Illinois
$182M -$43M -1,117,038 -18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$175M -$25.2M -654,848 -12%
Bank of America
19
Bank of America
North Carolina
$167M +$4.22M +109,670 +2%
SSM
20
Sound Shore Management
Connecticut
$155M +$16.3M +424,628 +11%
APG Asset Management
21
APG Asset Management
Netherlands
$148M
BG
22
BlackRock Group
United Kingdom
$148M -$4.52M -117,523 -3%
Lazard Asset Management
23
Lazard Asset Management
New York
$141M +$2.76M +71,761 +2%
Norges Bank
24
Norges Bank
Norway
$139M +$4.77M +123,997 +3%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$131M +$53.3M +1,385,814 +61%

IP Hedge Fund Activity: Q4 2015 in Review

711 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q4 2015, worth a combined $13.1B — down 2.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IP positions and 65 closed out — a net gain of 13 holders — while 248 added to existing stakes and 281 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $89.9M. The largest seller was Ameriprise, cutting an estimated $113M.

  • 711 institutional investors held International Paper (IP) as of Q4 2015, up from 704 in Q3 2015.
  • Funds reported $13.1B of International Paper stock for Q4 2015, down 2.7% quarter-over-quarter.
  • 78 funds opened new International Paper positions in Q4 2015 and 65 closed out, a net change of +13 holders.
  • The largest International Paper buyer in Q4 2015 was Hotchkis & Wiley Capital Management, an estimated $89.9M added.
  • The largest International Paper seller in Q4 2015 was Ameriprise, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2015.