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International Paper

723 hedge funds and large institutions have $14.5B invested in International Paper in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 267 increasing their positions, 258 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

13% more call options, than puts

Call options by funds: $151M | Put options by funds: $134M

3% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 258

2% more capital invested

Capital invested by funds: $14.2B → $14.5B (+$244M)

1% more funds holding

Funds holding: 717723 (+6)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3.24% less ownership

Funds ownership: 90.87%87.62% (-3.2%)

Holders
723
Holders Change
+6
Holders Change %
+0.84%
% of All Funds
19.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
67
Increased
267
Reduced
258
Closed
52
Calls
$151M
Puts
$134M
Net Calls
+$17M
Net Calls Change
-$96.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B +$50.4M +1,266,876 +5%
State Street
2
State Street
Massachusetts
$1.11B -$18.9M -476,698 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.09B -$19.2M -483,622 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$947M -$160M -4,029,789 -15%
Invesco
5
Invesco
Georgia
$552M +$56.1M +1,411,206 +11%
BIT
6
BlackRock Institutional Trust
California
$472M -$15.7M -394,711 -3%
BFA
7
BlackRock Fund Advisors
California
$458M +$21M +529,394 +5%
Franklin Resources
8
Franklin Resources
California
$456M -$2.95M -74,186 -0.6%
Wells Fargo
9
Wells Fargo
California
$264M +$24.1M +605,145 +10%
ClearBridge Investments
10
ClearBridge Investments
New York
$260M +$6.22M +156,439 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$247M +$15.3M +385,037 +7%
BG
12
BlackRock Group
United Kingdom
$239M +$1.46M +36,795 +0.6%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$238M -$3.41M -85,714 -1%
Allianz Asset Management
14
Allianz Asset Management
Germany
$230M -$55.7M -1,402,626 -20%
BA
15
BlackRock Advisors
Delaware
$214M -$485K -12,193 -0.2%
Northern Trust
16
Northern Trust
Illinois
$201M -$3.34M -84,029 -2%
Norges Bank
17
Norges Bank
Norway
$184M +$4.3M +108,060 +2%
Bank of America
18
Bank of America
North Carolina
$180M -$6.69M -168,322 -4%
APG Asset Management
19
APG Asset Management
Netherlands
$173M +$2.25M +56,496 +1%
SSM
20
Sound Shore Management
Connecticut
$163M -$9.07M -228,101 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$161M -$8.85M -222,774 -5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$141M +$2.69M +67,556 +2%
SC
23
Sasco Capital
Connecticut
$136M -$17.3M -436,381 -11%
BIM
24
BlackRock Investment Management
Delaware
$128M -$15.5M -389,684 -11%
Morgan Stanley
25
Morgan Stanley
New York
$128M -$621K -15,626 -0.5%

IP Hedge Fund Activity: Q2 2016 in Review

723 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q2 2016, worth a combined $14.5B — up 1.7% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IP positions and 52 closed out — a net gain of 15 holders — while 267 added to existing stakes and 258 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $68.7M. The largest seller was Boston Partners, exiting entirely with an estimated $169M sold.

  • 723 institutional investors held International Paper (IP) as of Q2 2016, up from 717 in Q1 2016.
  • Funds reported $14.5B of International Paper stock for Q2 2016, up 1.7% quarter-over-quarter.
  • 67 funds opened new International Paper positions in Q2 2016 and 52 closed out, a net change of +15 holders.
  • The largest International Paper buyer in Q2 2016 was Eaton Vance Management, an estimated $68.7M added.
  • The largest International Paper seller in Q2 2016 was Boston Partners, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2016.