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International Paper

779 hedge funds and large institutions have $8.87B invested in International Paper in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 260 increasing their positions, 308 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $289M | Put options by funds: $241M

4% less funds holding

Funds holding: 809779 (-30)

5.97% less ownership

Funds ownership: 86.19%80.22% (-6%)

16% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 308

18% less capital invested

Capital invested by funds: $10.9B → $8.87B (-$1.99B)

28% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 86

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
779
Holders Change
-30
Holders Change %
-3.71%
% of All Funds
12.23%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
62
Increased
260
Reduced
308
Closed
86
Calls
$289M
Puts
$241M
Net Calls
+$47.8M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.32B -$22.3M -679,561 -2%
BlackRock
2
BlackRock
New York
$1.16B -$13.2M -402,492 -1%
State Street
3
State Street
Massachusetts
$744M +$2.41M +73,439 +0.3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$542M -$27.2M -829,594 -5%
Invesco
5
Invesco
Georgia
$454M -$9.01M -274,923 -2%
GA
6
Greenhaven Associates
New York
$290M +$90.4M +2,758,480 +43%
Franklin Resources
7
Franklin Resources
California
$278M +$7.05M +215,134 +3%
Charles Schwab
8
Charles Schwab
California
$248M +$11.5M +349,553 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$235M -$1.2M -36,570 -0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$219M +$17.4M +531,864 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$171M +$7M +213,634 +4%
Morgan Stanley
12
Morgan Stanley
New York
$155M -$462K -14,096 -0.3%
Bank of America
13
Bank of America
North Carolina
$147M -$43.2M -1,317,458 -22%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$113M -$7.32M -223,396 -6%
Northern Trust
15
Northern Trust
Illinois
$110M -$8.73M -266,343 -7%
UBS AM
16
UBS AM
Illinois
$88.1M
Legal & General Group
17
Legal & General Group
United Kingdom
$78.2M +$3.75M +114,517 +5%
Norges Bank
18
Norges Bank
Norway
$71.1M +$5.71M +174,357 +8%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$69.1M +$52.4K +1,600 +0.1%
AQR Capital Management
20
AQR Capital Management
Connecticut
$68.4M -$8.41M -256,748 -11%
Goldman Sachs
21
Goldman Sachs
New York
$65M -$33.1M -1,009,916 -33%
LSV Asset Management
22
LSV Asset Management
Illinois
$64.5M -$20.7M -630,600 -24%
AF
23
Atlas FRM
Connecticut
$63.6M -$2.46M -75,000 -4%
Stifel Financial
24
Stifel Financial
Missouri
$62.2M -$375K -11,455 -0.6%
Citadel Advisors
25
Citadel Advisors
Florida
$58M -$725K -22,127 -1%

IP Hedge Fund Activity: Q2 2023 in Review

779 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q2 2023, worth a combined $8.87B — down 18% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IP and 62 opened new positions — a net loss of 24 holders — while 308 trimmed existing stakes and 260 added.

The largest buyer was Greenhaven Associates, adding an estimated $90.4M. The largest seller was Nordea Investment Management, cutting an estimated $171M.

  • 779 institutional investors held International Paper (IP) as of Q2 2023, down from 809 in Q1 2023.
  • Funds reported $8.87B of International Paper stock for Q2 2023, down 18% quarter-over-quarter.
  • 62 funds opened new International Paper positions in Q2 2023 and 86 closed out, a net change of -24 holders.
  • The largest International Paper buyer in Q2 2023 was Greenhaven Associates, an estimated $90.4M added.
  • The largest International Paper seller in Q2 2023 was Nordea Investment Management, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2023.