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International Paper

792 hedge funds and large institutions have $17.6B invested in International Paper in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 270 increasing their positions, 321 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $146M | Put options by funds: $126M

1.08% more ownership

Funds ownership: 88.06%89.14% (+1.1%)

10% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 63

1% less funds holding

Funds holding: 797792 (-5)

3% less capital invested

Capital invested by funds: $18.2B → $17.6B (-$570M)

16% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 321

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

Holders
792
Holders Change
-5
Holders Change %
-0.63%
% of All Funds
19.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.27%
New
69
Increased
270
Reduced
321
Closed
63
Calls
$146M
Puts
$126M
Net Calls
+$19.9M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.89B +$1.91B +38,142,165 +3,397%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.85B +$438M +8,736,871 +29%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.47B +$36.8M +733,537 +2%
State Street
4
State Street
Massachusetts
$1.33B +$3.41M +68,096 +0.2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$854M +$21.5M +429,479 +2%
Invesco
6
Invesco
Georgia
$601M -$50.6M -1,010,863 -7%
Franklin Resources
7
Franklin Resources
California
$520M -$13.1M -261,240 -2%
Wells Fargo
8
Wells Fargo
California
$465M +$52.6M +1,050,255 +12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$324M +$130M +2,604,174 +63%
ClearBridge Investments
10
ClearBridge Investments
New York
$324M +$12.2M +243,672 +4%
Ameriprise
11
Ameriprise
Minnesota
$272M +$111M +2,216,358 +64%
LSV Asset Management
12
LSV Asset Management
Illinois
$254M +$54.3M +1,083,245 +26%
Morgan Stanley
13
Morgan Stanley
New York
$245M +$49.8M +994,658 +24%
Northern Trust
14
Northern Trust
Illinois
$236M -$226K -4,520 -0.1%
Bank of America
15
Bank of America
North Carolina
$231M +$2.78M +55,422 +1%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$227M -$21.7M -432,515 -8%
Norges Bank
17
Norges Bank
Norway
$212M +$25.7M +512,370 +13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$206M +$18.6M +370,458 +9%
IAM
19
Iridian Asset Management
Connecticut
$190M +$119M +2,369,627 +149%
SSM
20
Sound Shore Management
Connecticut
$171M +$25.2M +503,800 +16%
APG Asset Management
21
APG Asset Management
Netherlands
$147M -$18.2M -363,475 -11%
Allianz Asset Management
22
Allianz Asset Management
Germany
$127M -$33.7M -673,310 -20%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$125M -$91.4M -1,823,685 -41%
Goldman Sachs
24
Goldman Sachs
New York
$124M -$10.4M -207,791 -7%
JHIU
25
Janus Henderson Investors US
Colorado
$123M +$36.6M +730,179 +40%

IP Hedge Fund Activity: Q1 2017 in Review

792 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q1 2017, worth a combined $17.6B — down 3.1% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IP positions and 63 closed out — a net gain of 6 holders — while 270 added to existing stakes and 321 trimmed.

The largest buyer was BlackRock, adding an estimated $1.91B. The largest seller was AQR Capital Management, cutting an estimated $119M.

  • 792 institutional investors held International Paper (IP) as of Q1 2017, down from 797 in Q4 2016.
  • Funds reported $17.6B of International Paper stock for Q1 2017, down 3.1% quarter-over-quarter.
  • 69 funds opened new International Paper positions in Q1 2017 and 63 closed out, a net change of +6 holders.
  • The largest International Paper buyer in Q1 2017 was BlackRock, an estimated $1.91B added.
  • The largest International Paper seller in Q1 2017 was AQR Capital Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2017.