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International Paper

896 hedge funds and large institutions have $19.8B invested in International Paper in 2017 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 316 increasing their positions, 291 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 41

34% more call options, than puts

Call options by funds: $147M | Put options by funds: $109M

12% more funds holding

Funds holding: 799896 (+97)

9% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 291

2% more capital invested

Capital invested by funds: $19.4B → $19.8B (+$378M)

0.02% more ownership

Funds ownership: 87.53%87.55% (+0.02%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
896
Holders Change
+97
Holders Change %
+12.14%
% of All Funds
20.32%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
142
Increased
316
Reduced
291
Closed
41
Calls
$147M
Puts
$109M
Net Calls
+$37.6M
Net Calls Change
-$6.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.16B -$65.7M -1,223,282 -3%
BlackRock
2
BlackRock
New York
$2.11B -$95.4M -1,776,207 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.74B +$26.5M +494,195 +2%
State Street
4
State Street
Massachusetts
$1.48B +$32.5M +605,000 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.14B +$43.7M +814,902 +4%
Wells Fargo
6
Wells Fargo
California
$662M +$23.6M +438,726 +4%
Invesco
7
Invesco
Georgia
$647M +$8.25M +153,658 +1%
Franklin Resources
8
Franklin Resources
California
$489M -$1.08M -20,198 -0.2%
ClearBridge Investments
9
ClearBridge Investments
New York
$369M -$818K -15,233 -0.2%
IAM
10
Iridian Asset Management
Connecticut
$363M -$9.51M -177,081 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$357M -$47.8M -890,778 -12%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$315M +$73M +1,358,966 +31%
Bank of America
13
Bank of America
North Carolina
$295M -$39.2M -729,706 -12%
Ameriprise
14
Ameriprise
Minnesota
$279M -$47.7M -888,024 -15%
Northern Trust
15
Northern Trust
Illinois
$277M -$6.54M -121,772 -2%
LSV Asset Management
16
LSV Asset Management
Illinois
$259M -$26.2M -487,639 -9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$247M +$9.24M +172,120 +4%
SSM
18
Sound Shore Management
Connecticut
$232M +$21.3M +396,821 +10%
Norges Bank
19
Norges Bank
Norway
$222M -$5.47M -101,930 -2%
Morgan Stanley
20
Morgan Stanley
New York
$180M -$3.47M -64,665 -2%
EVM
21
Eaton Vance Management
Massachusetts
$149M +$2.62M +48,775 +2%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$144M +$2.32M +43,255 +2%
Goldman Sachs
23
Goldman Sachs
New York
$132M +$10.4M +193,353 +9%
Charles Schwab
24
Charles Schwab
California
$130M +$6.7M +124,755 +6%
Legal & General Group
25
Legal & General Group
United Kingdom
$126M -$4.42M -82,401 -3%

IP Hedge Fund Activity: Q4 2017 in Review

896 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q4 2017, worth a combined $19.8B — up 1.9% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new IP positions and 41 closed out — a net gain of 101 holders — while 316 added to existing stakes and 291 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $116M. The largest seller was BlackRock, cutting an estimated $95.4M.

  • 896 institutional investors held International Paper (IP) as of Q4 2017, up from 799 in Q3 2017.
  • Funds reported $19.8B of International Paper stock for Q4 2017, up 1.9% quarter-over-quarter.
  • 142 funds opened new International Paper positions in Q4 2017 and 41 closed out, a net change of +101 holders.
  • The largest International Paper buyer in Q4 2017 was Balyasny Asset Management, an estimated $116M added.
  • The largest International Paper seller in Q4 2017 was BlackRock, an estimated $95.4M sold.

Based on aggregated 13F filings for Q4 2017.