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International Paper

835 hedge funds and large institutions have $10.5B invested in International Paper in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 256 increasing their positions, 320 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 66

68% more call options, than puts

Call options by funds: $289M | Put options by funds: $172M

5% more funds holding

Funds holding: 797835 (+38)

1.92% more ownership

Funds ownership: 81.58%83.5% (+1.9%)

4% more capital invested

Capital invested by funds: $10B → $10.5B (+$434M)

20% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 320

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
835
Holders Change
+38
Holders Change %
+4.77%
% of All Funds
12.17%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
112
Increased
256
Reduced
320
Closed
66
Calls
$289M
Puts
$172M
Net Calls
+$117M
Net Calls Change
+$41.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.48B -$8.31M -237,685 -0.6%
BlackRock
2
BlackRock
New York
$1.3B +$1.32M +37,827 +0.1%
State Street
3
State Street
Massachusetts
$840M +$19.4M +555,020 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$566M -$56.9M -1,627,520 -9%
Invesco
5
Invesco
Georgia
$506M -$9.57M -273,851 -2%
Franklin Resources
6
Franklin Resources
California
$471M +$173M +4,960,005 +61%
GA
7
Greenhaven Associates
New York
$356M +$896K +25,640 +0.3%
Morgan Stanley
8
Morgan Stanley
New York
$352M +$183M +5,224,650 +116%
Charles Schwab
9
Charles Schwab
California
$320M +$1.26M +35,930 +0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$279M +$6.7M +191,727 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$248M +$25.6M +733,779 +12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$190M -$7.88M -225,493 -4%
Northern Trust
13
Northern Trust
Illinois
$125M -$5.7M -163,164 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$120M -$3.99M -114,040 -3%
UBS AM
15
UBS AM
Illinois
$110M +$24.3M +694,524 +30%
AF
16
Atlas FRM
Connecticut
$105M +$10.5M +300,000 +12%
Goldman Sachs
17
Goldman Sachs
New York
$104M -$27.9M -797,453 -22%
Norges Bank
18
Norges Bank
Norway
$94.9M +$52.2M +1,493,438 +132%
AQR Capital Management
19
AQR Capital Management
Connecticut
$91.5M -$15M -429,254 -14%
Legal & General Group
20
Legal & General Group
United Kingdom
$89.1M +$3.8M +108,749 +5%
Bank of America
21
Bank of America
North Carolina
$87.9M -$34.8M -995,382 -29%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$74.4M -$2.86M -81,740 -4%
Amundi
23
Amundi
France
$67.5M -$3.15M -90,047 -5%
Stifel Financial
24
Stifel Financial
Missouri
$67.1M -$1.14M -32,573 -2%
MMA
25
Mizuho Markets Americas
New York
$65.7M -$78.8M -2,256,105 -55%

IP Hedge Fund Activity: Q4 2023 in Review

835 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q4 2023, worth a combined $10.5B — up 4.3% from $10B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new IP positions and 66 closed out — a net gain of 46 holders — while 256 added to existing stakes and 320 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $183M. The largest seller was Mizuho Markets Americas, cutting an estimated $78.8M.

  • 835 institutional investors held International Paper (IP) as of Q4 2023, up from 797 in Q3 2023.
  • Funds reported $10.5B of International Paper stock for Q4 2023, up 4.3% quarter-over-quarter.
  • 112 funds opened new International Paper positions in Q4 2023 and 66 closed out, a net change of +46 holders.
  • The largest International Paper buyer in Q4 2023 was Morgan Stanley, an estimated $183M added.
  • The largest International Paper seller in Q4 2023 was Mizuho Markets Americas, an estimated $78.8M sold.

Based on aggregated 13F filings for Q4 2023.