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International Paper

870 hedge funds and large institutions have $12.9B invested in International Paper in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 316 increasing their positions, 306 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 306

3% more call options, than puts

Call options by funds: $163M | Put options by funds: $159M

0.63% less ownership

Funds ownership: 85.9%85.27% (-0.63%)

3% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 130

2% less funds holding

Funds holding: 884870 (-14)

21% less capital invested

Capital invested by funds: $16.3B → $12.9B (-$3.39B)

Holders
870
Holders Change
-14
Holders Change %
-1.58%
% of All Funds
19.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
126
Increased
316
Reduced
306
Closed
130
Calls
$163M
Puts
$159M
Net Calls
+$4.28M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.48B +$30.5M +727,172 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B +$20.4M +485,950 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.18B -$284M -6,772,693 -18%
State Street
4
State Street
Massachusetts
$1B -$32M -761,733 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$772M -$322M -7,676,920 -28%
Invesco
6
Invesco
Georgia
$572M +$69.4M +1,653,045 +12%
Franklin Resources
7
Franklin Resources
California
$397M +$64.1M +1,527,523 +17%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$293M +$87.4M +2,082,221 +37%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$220M +$17.1M +406,341 +8%
ClearBridge Investments
10
ClearBridge Investments
New York
$214M -$32.6M -776,501 -12%
Wells Fargo
11
Wells Fargo
California
$212M -$232M -5,537,067 -50%
LSV Asset Management
12
LSV Asset Management
Illinois
$197M +$7.09M +168,812 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$185M +$38.6M +918,736 +23%
Bank of America
14
Bank of America
North Carolina
$184M -$35.2M -839,487 -15%
Goldman Sachs
15
Goldman Sachs
New York
$173M +$84M +2,001,706 +79%
Northern Trust
16
Northern Trust
Illinois
$171M +$4.15M +98,854 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$167M +$73.9M +1,760,641 +67%
Norges Bank
18
Norges Bank
Norway
$158M -$1.2M -28,683 -0.7%
Barclays
19
Barclays
United Kingdom
$145M +$11.3M +270,230 +8%
Morgan Stanley
20
Morgan Stanley
New York
$122M -$22.5M -536,743 -14%
Charles Schwab
21
Charles Schwab
California
$120M +$6.5M +154,975 +5%
Ameriprise
22
Ameriprise
Minnesota
$99M +$2.11M +50,220 +2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$87.3M +$87.7M +2,090,447 +1,073%
LCS
24
Levin Capital Strategies
New York
$83.7M -$12.3M -292,953 -12%
Legal & General Group
25
Legal & General Group
United Kingdom
$82.6M +$4.21M +100,361 +5%

IP Hedge Fund Activity: Q4 2018 in Review

870 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q4 2018, worth a combined $12.9B — down 21% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of IP and 126 opened new positions — a net loss of 4 holders — while 306 trimmed existing stakes and 316 added.

The largest buyer was Schroder Investment Management Group, adding an estimated $129M. The largest seller was T. Rowe Price Associates, cutting an estimated $322M.

  • 870 institutional investors held International Paper (IP) as of Q4 2018, down from 884 in Q3 2018.
  • Funds reported $12.9B of International Paper stock for Q4 2018, down 21% quarter-over-quarter.
  • 126 funds opened new International Paper positions in Q4 2018 and 130 closed out, a net change of -4 holders.
  • The largest International Paper buyer in Q4 2018 was Schroder Investment Management Group, an estimated $129M added.
  • The largest International Paper seller in Q4 2018 was T. Rowe Price Associates, an estimated $322M sold.

Based on aggregated 13F filings for Q4 2018.