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Koppers

158 hedge funds and large institutions have $779M invested in Koppers in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 43

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more call options, than puts

Call options by funds: $978K | Put options by funds: $962K

1% more funds holding

Funds holding: 157158 (+1)

0.87% less ownership

Funds ownership: 92.51%91.64% (-0.87%)

9% less capital invested

Capital invested by funds: $859M → $779M (-$79.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
74
Reduced
43
Closed
17
Calls
$978K
Puts
$962K
Net Calls
+$16K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
126
Allianz Asset Management
Germany
$242K
LSV Asset Management
127
LSV Asset Management
Illinois
$241K -$825K -20,170 -77%
PI
128
PineBridge Investments
New York
$214K -$9.07K -222 -4%
BC
129
Burney Company
Virginia
$210K +$208K +5,085 New
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$202K +$200K +4,900 New
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$165K
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$136K
MSA
133
Mason Street Advisors
Wisconsin
$104K -$29.2K -714 -22%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$100K -$12.8K -314 -11%
Barclays
135
Barclays
United Kingdom
$86K -$120K -2,943 -58%
U
136
UBS
Switzerland
$79K +$23.2K +568 +42%
Creative Planning
137
Creative Planning
Kansas
$50K +$4.09K +100 +9%
IMS
138
Index Management Solutions
Pennsylvania
$48K +$47.6K +1,164 New
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$47.7K +$1.96K +48 +4%
Canada Life
140
Canada Life
Manitoba, Canada
$39K
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$39K +$18.1K +443 +88%
WIL
142
Winifred I. Li
$35K
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$31K -$1.1K -27 -3%
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$31K -$695 -17 -2%
BlackRock
145
BlackRock
New York
$29K
Parallax Volatility Advisers
146
Parallax Volatility Advisers
California
$21K +$21.2K +518 New
ECM
147
ETrade Capital Management
Virginia
$16K +$2.58K +63 +20%
PAS
148
Partnervest Advisory Services
California
$5K
SGAM
149
Smith Group Asset Management
Texas
$5K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$3K

KOP Hedge Fund Activity: Q1 2014 in Review

158 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q1 2014, worth a combined $779M — down 9.3% from $859M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KOP positions and 17 closed out — a net gain of 4 holders — while 74 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $17M. The largest seller was T. Rowe Price Associates, cutting an estimated $55.7M.

  • 158 institutional investors held Koppers (KOP) as of Q1 2014, up from 157 in Q4 2013.
  • Funds reported $779M of Koppers stock for Q1 2014, down 9.3% quarter-over-quarter.
  • 21 funds opened new Koppers positions in Q1 2014 and 17 closed out, a net change of +4 holders.
  • The largest Koppers buyer in Q1 2014 was Fidelity Investments, an estimated $17M added.
  • The largest Koppers seller in Q1 2014 was T. Rowe Price Associates, an estimated $55.7M sold.

Based on aggregated 13F filings for Q1 2014.