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International Paper

717 hedge funds and large institutions have $14.2B invested in International Paper in 2016 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 295 increasing their positions, 244 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $222M | Put options by funds: $108M

22% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 244

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $13.1B → $14.2B (+$1.15B)

2.42% more ownership

Funds ownership: 88.45%90.87% (+2.4%)

1% more funds holding

Funds holding: 711717 (+6)

Holders
717
Holders Change
+6
Holders Change %
+0.84%
% of All Funds
19.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
78
Increased
295
Reduced
244
Closed
64
Calls
$222M
Puts
$108M
Net Calls
+$114M
Net Calls Change
+$54M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.1B +$1.74M +49,845 +0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.07B +$240M +6,878,110 +33%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.07B +$25.2M +724,199 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.05B -$1.52M -43,781 -0.2%
Invesco
5
Invesco
Georgia
$479M +$162M +4,643,587 +60%
BIT
6
BlackRock Institutional Trust
California
$472M -$6.64M -190,805 -2%
Franklin Resources
7
Franklin Resources
California
$444M -$4.08M -117,039 -1%
BFA
8
BlackRock Fund Advisors
California
$423M +$123M +3,544,864 +48%
Allianz Asset Management
9
Allianz Asset Management
Germany
$278M -$39.4M -1,131,485 -14%
ClearBridge Investments
10
ClearBridge Investments
New York
$246M +$38.7M +1,111,835 +21%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$234M +$25.4M +729,626 +14%
Wells Fargo
12
Wells Fargo
California
$233M +$15M +429,641 +8%
BG
13
BlackRock Group
United Kingdom
$230M +$61.8M +1,775,683 +43%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$224M +$15.9M +456,717 +9%
BA
15
BlackRock Advisors
Delaware
$208M -$45.1M -1,296,270 -20%
Northern Trust
16
Northern Trust
Illinois
$197M -$706K -20,282 -0.4%
Bank of America
17
Bank of America
North Carolina
$181M -$571K -16,408 -0.4%
Norges Bank
18
Norges Bank
Norway
$174M +$20.2M +580,755 +15%
Boston Partners
19
Boston Partners
Massachusetts
$169M -$109M -3,143,438 -42%
SSM
20
Sound Shore Management
Connecticut
$167M -$1.81M -52,089 -1%
APG Asset Management
21
APG Asset Management
Netherlands
$165M +$3.02M +86,606 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$164M -$23.7M -681,115 -14%
SC
23
Sasco Capital
Connecticut
$149M +$6.24M +179,263 +5%
BIM
24
BlackRock Investment Management
Delaware
$139M +$27.7M +795,881 +29%
WRF
25
Waddell & Reed Financial
Kansas
$133M +$116M +3,320,541 +3,141%

IP Hedge Fund Activity: Q1 2016 in Review

717 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q1 2016, worth a combined $14.2B — up 8.8% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IP positions and 64 closed out — a net gain of 14 holders — while 295 added to existing stakes and 244 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $240M. The largest seller was D.E. Shaw & Co, cutting an estimated $117M.

  • 717 institutional investors held International Paper (IP) as of Q1 2016, up from 711 in Q4 2015.
  • Funds reported $14.2B of International Paper stock for Q1 2016, up 8.8% quarter-over-quarter.
  • 78 funds opened new International Paper positions in Q1 2016 and 64 closed out, a net change of +14 holders.
  • The largest International Paper buyer in Q1 2016 was T. Rowe Price Associates, an estimated $240M added.
  • The largest International Paper seller in Q1 2016 was D.E. Shaw & Co, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2016.