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International Paper

908 hedge funds and large institutions have $14.6B invested in International Paper in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 196 increasing their positions, 571 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $381M | Put options by funds: $204M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 111

2% more funds holding

Funds holding: 892908 (+16)

6.05% less ownership

Funds ownership: 86.5%80.44% (-6.1%)

18% less capital invested

Capital invested by funds: $17.8B → $14.6B (-$3.23B)

66% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 571

Holders
908
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.97%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
138
Increased
196
Reduced
571
Closed
111
Calls
$381M
Puts
$204M
Net Calls
+$177M
Net Calls Change
+$72.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B -$157M -3,182,319 -7%
BlackRock
2
BlackRock
New York
$1.48B -$196M -3,973,690 -11%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.23B -$1.05B -21,294,181 -45%
State Street
4
State Street
Massachusetts
$1.13B -$58.9M -1,195,221 -5%
Invesco
5
Invesco
Georgia
$537M -$32.3M -655,282 -5%
Bank of America
6
Bank of America
North Carolina
$449M -$92.2M -1,870,315 -16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$362M -$14.7M -297,250 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$313M -$25.4M -514,833 -7%
Charles Schwab
9
Charles Schwab
California
$285M -$4.47M -90,710 -1%
MMA
10
Mizuho Markets Americas
New York
$267M +$281M +5,693,700 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$241M -$15.1M -306,858 -6%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$241M +$226M +4,590,876 +816%
Franklin Resources
13
Franklin Resources
California
$211M +$78.2M +1,585,412 +54%
Northern Trust
14
Northern Trust
Illinois
$210M -$22.4M -454,141 -9%
Norges Bank
15
Norges Bank
Norway
$189M -$14.4M -291,674 -7%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$180M -$4.24M -85,885 -2%
Goldman Sachs
17
Goldman Sachs
New York
$169M -$289M -5,856,179 -62%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$160M -$57.8M -1,172,212 -26%
LSV Asset Management
19
LSV Asset Management
Illinois
$132M +$17.2M +348,633 +14%
Legal & General Group
20
Legal & General Group
United Kingdom
$124M -$19.9M -403,425 -13%
Ameriprise
21
Ameriprise
Minnesota
$123M -$7.47M -151,482 -5%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$119M -$9.93M -201,424 -7%
Morgan Stanley
23
Morgan Stanley
New York
$113M +$10.1M +204,082 +9%
Two Sigma Investments
24
Two Sigma Investments
New York
$113M +$116M +2,353,113 +4,209%
AQR Capital Management
25
AQR Capital Management
Connecticut
$112M +$31.8M +643,937 +37%

IP Hedge Fund Activity: Q4 2021 in Review

908 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q4 2021, worth a combined $14.6B — down 18% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new IP positions and 111 closed out — a net gain of 27 holders — while 196 added to existing stakes and 571 trimmed.

The largest buyer was Mizuho Markets Americas, opening a new position worth an estimated $281M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 908 institutional investors held International Paper (IP) as of Q4 2021, up from 892 in Q3 2021.
  • Funds reported $14.6B of International Paper stock for Q4 2021, down 18% quarter-over-quarter.
  • 138 funds opened new International Paper positions in Q4 2021 and 111 closed out, a net change of +27 holders.
  • The largest International Paper buyer in Q4 2021 was Mizuho Markets Americas, an estimated $281M added.
  • The largest International Paper seller in Q4 2021 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q4 2021.