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International Paper

756 hedge funds and large institutions have $11.3B invested in International Paper in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 268 increasing their positions, 285 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $163M | Put options by funds: $93.3M

13% more capital invested

Capital invested by funds: $10.1B → $11.3B (+$1.28B)

0.53% less ownership

Funds ownership: 87.1%86.57% (-0.53%)

6% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 285

2% less funds holding

Funds holding: 773756 (-17)

13% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 86

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
756
Holders Change
-17
Holders Change %
-2.2%
% of All Funds
15.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
75
Increased
268
Reduced
285
Closed
86
Calls
$163M
Puts
$93.3M
Net Calls
+$69.5M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.64B -$44.7M -1,404,187 -3%
BlackRock
2
BlackRock
New York
$1.3B +$39M +1,223,864 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.07B +$271M +8,507,743 +36%
State Street
4
State Street
Massachusetts
$914M +$38.6M +1,212,579 +5%
Invesco
5
Invesco
Georgia
$555M +$10.4M +325,728 +2%
Franklin Resources
6
Franklin Resources
California
$371M +$48.5M +1,523,121 +17%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$261M +$9.97M +313,104 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$239M -$733K -23,005 -0.3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$227M -$158K -4,952 -0.1%
Barclays
10
Barclays
United Kingdom
$199M -$4.47M -140,273 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$196M -$2.99M -93,994 -2%
Charles Schwab
12
Charles Schwab
California
$181M +$53.1M +1,667,908 +44%
ClearBridge Investments
13
ClearBridge Investments
New York
$177M +$2.37M +74,323 +1%
Northern Trust
14
Northern Trust
Illinois
$168M +$3.52M +110,500 +2%
Bank of America
15
Bank of America
North Carolina
$150M -$28.8M -904,455 -17%
Norges Bank
16
Norges Bank
Norway
$149M +$5.81M +182,370 +4%
Goldman Sachs
17
Goldman Sachs
New York
$139M -$5.83M -183,141 -4%
AQR Capital Management
18
AQR Capital Management
Connecticut
$119M +$20.1M +630,467 +21%
Legal & General Group
19
Legal & General Group
United Kingdom
$107M +$8.16M +256,392 +9%
LSV Asset Management
20
LSV Asset Management
Illinois
$100M -$46.8M -1,468,262 -33%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$96.7M -$345M -10,825,063 -79%
PP
22
Prudential plc
United Kingdom
$95.9M +$23.1M +726,588 +34%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$87.7M +$5.09M +159,989 +6%
Morgan Stanley
24
Morgan Stanley
New York
$70.7M -$7.06M -221,583 -9%
UBS Group
25
UBS Group
Switzerland
$69.4M +$7.63M +239,699 +13%

IP Hedge Fund Activity: Q2 2020 in Review

756 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q2 2020, worth a combined $11.3B — up 13% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IP and 75 opened new positions — a net loss of 11 holders — while 285 trimmed existing stakes and 268 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $271M. The largest seller was Wellington Management Group, cutting an estimated $345M.

  • 756 institutional investors held International Paper (IP) as of Q2 2020, down from 773 in Q1 2020.
  • Funds reported $11.3B of International Paper stock for Q2 2020, up 13% quarter-over-quarter.
  • 75 funds opened new International Paper positions in Q2 2020 and 86 closed out, a net change of -11 holders.
  • The largest International Paper buyer in Q2 2020 was T. Rowe Price Associates, an estimated $271M added.
  • The largest International Paper seller in Q2 2020 was Wellington Management Group, an estimated $345M sold.

Based on aggregated 13F filings for Q2 2020.