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Koppers
KOP

129 hedge funds and large institutions have $505M invested in Koppers in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 42

0.88% more ownership

Funds ownership: 94.08% → 94.95% (+0.88%)

7% less funds holding

Funds holding: 139 → 129 (-10)

21% less capital invested

Capital invested by funds: $639M → $505M (-$134M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

62% less call options, than puts

Call options by funds: $281K | Put options by funds: $743K

Holders
129
Holders Change
-10
Holders Change %
-7.19%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
54
Reduced
42
Closed
18
Calls
$281K
Puts
$743K
Net Calls
-$462K
Net Calls Change
-$618K

Top Buyers

Rank Fund Capital Flow
1
SAM
Southernsun Asset Management
Tennessee
+$15M
2
LCP
Lombardia Capital Partners
California
+$14.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.45M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$4.13M
5
BFA
BlackRock Fund Advisors
California
+$3.96M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
2
RHJA
Rice Hall James & Associates
California
-$10.1M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$5.96M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.19M
5
EA
Emerald Advisers
Pennsylvania
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$3.8M -$2.02M -65,578 -31%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$3.31M +$1.82M +58,927 +86%
SO
28
STRS Ohio
Ohio
$3.25M +$586K +19,000 +18%
Principal Financial Group
29
Principal Financial Group
Iowa
$3.23M +$25.7K +833 +0.7%
DVM
30
Dreman Value Management
Florida
$3.11M +$193K +6,266 +6%
TCIM
31
TIAA CREF Investment Management
New York
$2.95M -$252K -8,166 -7%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$2.88M +$18.2K +590 +0.5%
Renaissance Technologies
33
Renaissance Technologies
New York
$2.79M -$4.19M -136,049 -56%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.62M -$754K -24,458 -20%
Comerica Bank
35
Comerica Bank
Texas
$2.41M +$1.3M +42,167 +83%
Ameriprise
36
Ameriprise
Minnesota
$2.35M +$28.2K +915 +1%
Charles Schwab
37
Charles Schwab
California
$2.26M +$168K +5,453 +7%
TAM
38
THB Asset Management
Connecticut
$2.12M -$98K -3,179 -4%
IMIM
39
Irving Magee Investment Management
Pennsylvania
$1.83M +$1.2K +39 +0.1%
Bank of America
40
Bank of America
North Carolina
$1.8M +$142K +4,597 +7%
BIM
41
BlackRock Investment Management
Delaware
$1.74M -$29.4K -955 -1%
RFC
42
Russell Frank Company
Washington
$1.63M -$2.84M -92,152 -60%
Prudential Financial
43
Prudential Financial
New Jersey
$1.58M -$1.21M -39,400 -39%
PPA
44
Parametric Portfolio Associates
Washington
$1.54M -$56K -1,818 -3%
MLIM
45
Mountain Lake Investment Management
Florida
$1.54M +$657K +21,331 +56%
Deutsche Bank
46
Deutsche Bank
Germany
$1.34M -$651K -21,119 -29%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.3M +$320K +10,370 +19%
Axa
48
Axa
France
$1.28M +$613K +19,880 +68%
CS
49
Credit Suisse
Switzerland
$1.26M +$879K +28,515 +143%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$1.18M +$1.39M +45,223 New
1
2
3 4 5

KOP Hedge Fund Activity: Q4 2014 in Review

129 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q4 2014, worth a combined $505M — down 21% from $639M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of KOP and 11 opened new positions — a net loss of 7 holders — while 42 trimmed existing stakes and 54 added.

The largest buyer was Southernsun Asset Management, adding an estimated $15M. The largest seller was Fidelity Investments, exiting entirely with an estimated $14.2M sold.

  • 129 institutional investors held Koppers (KOP) as of Q4 2014, down from 139 in Q3 2014.
  • Funds reported $505M of Koppers stock for Q4 2014, down 21% quarter-over-quarter.
  • 11 funds opened new Koppers positions in Q4 2014 and 18 closed out, a net change of -7 holders.
  • The largest Koppers buyer in Q4 2014 was Southernsun Asset Management, an estimated $15M added.
  • The largest Koppers seller in Q4 2014 was Fidelity Investments, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2014.