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International Paper

799 hedge funds and large institutions have $19.4B invested in International Paper in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 252 increasing their positions, 317 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 39

33% more call options, than puts

Call options by funds: $175M | Put options by funds: $131M

4% more funds holding

Funds holding: 769799 (+30)

1% less capital invested

Capital invested by funds: $19.6B → $19.4B (-$194M)

1.26% less ownership

Funds ownership: 88.79%87.53% (-1.3%)

21% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 317

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
799
Holders Change
+30
Holders Change %
+3.9%
% of All Funds
19.92%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
76
Increased
252
Reduced
317
Closed
39
Calls
$175M
Puts
$131M
Net Calls
+$43.8M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.19B -$3.55M -67,455 -0.2%
BlackRock
2
BlackRock
New York
$2.17B -$37.5M -712,273 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.68B +$28M +532,239 +2%
State Street
4
State Street
Massachusetts
$1.42B -$11.2M -213,577 -0.8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.08B +$105M +2,000,212 +11%
Invesco
6
Invesco
Georgia
$626M -$29.2M -555,545 -5%
Wells Fargo
7
Wells Fargo
California
$625M +$35.6M +677,569 +6%
Franklin Resources
8
Franklin Resources
California
$480M -$40M -760,051 -8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$398M -$12.5M -236,934 -3%
IAM
10
Iridian Asset Management
Connecticut
$365M +$60.5M +1,151,071 +20%
ClearBridge Investments
11
ClearBridge Investments
New York
$363M +$541K +10,280 +0.2%
Bank of America
12
Bank of America
North Carolina
$328M +$64M +1,216,291 +25%
Ameriprise
13
Ameriprise
Minnesota
$321M -$38M -722,642 -11%
LSV Asset Management
14
LSV Asset Management
Illinois
$280M -$2.35M -44,733 -0.9%
Northern Trust
15
Northern Trust
Illinois
$278M +$16M +304,045 +6%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$236M -$600K -11,404 -0.3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$233M +$5.41M +102,961 +2%
Norges Bank
18
Norges Bank
Norway
$223M -$493K -9,384 -0.2%
SSM
19
Sound Shore Management
Connecticut
$206M +$14.6M +278,121 +8%
Morgan Stanley
20
Morgan Stanley
New York
$180M -$39.5M -751,884 -18%
EVM
21
Eaton Vance Management
Massachusetts
$143M +$13.5M +257,552 +11%
APG Asset Management
22
APG Asset Management
Netherlands
$142M -$1.9M -36,115 -1%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$139M +$14M +265,849 +11%
TCIM
24
TIAA CREF Investment Management
New York
$135M -$5.45M -103,635 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$128M +$456K +8,676 +0.4%

IP Hedge Fund Activity: Q3 2017 in Review

799 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q3 2017, worth a combined $19.4B — down 0.99% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IP positions and 39 closed out — a net gain of 37 holders — while 252 added to existing stakes and 317 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $105M. The largest seller was Balyasny Asset Management, cutting an estimated $60.4M.

  • 799 institutional investors held International Paper (IP) as of Q3 2017, up from 769 in Q2 2017.
  • Funds reported $19.4B of International Paper stock for Q3 2017, down 0.99% quarter-over-quarter.
  • 76 funds opened new International Paper positions in Q3 2017 and 39 closed out, a net change of +37 holders.
  • The largest International Paper buyer in Q3 2017 was T. Rowe Price Associates, an estimated $105M added.
  • The largest International Paper seller in Q3 2017 was Balyasny Asset Management, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2017.