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Koppers
KOP

139 hedge funds and large institutions have $639M invested in Koppers in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $713K | Put options by funds: $557K

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

0.39% more ownership

Funds ownership: 93.69% → 94.08% (+0.39%)

5% less funds holding

Funds holding: 147 → 139 (-8)

13% less capital invested

Capital invested by funds: $733M → $639M (-$93.7M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
139
Holders Change
-8
Holders Change %
-5.44%
% of All Funds
4.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
49
Closed
19
Calls
$713K
Puts
$557K
Net Calls
+$156K
Net Calls Change
+$947K

Top Buyers

Rank Fund Capital Flow
1
LCP
Lombardia Capital Partners
California
+$9.12M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.63M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$3.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.35M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$4.49M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.17M
3
Prudential Financial
Prudential Financial
New Jersey
-$3.03M
4
KCM
Kennedy Capital Management
Missouri
-$2.31M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
151
Prelude Capital Management
New York
– -$103K -2,700 Closed
VFA
152
Virtus Fund Advisers
Connecticut
– -$67K -1,746 Closed
BRWA
153
B. Riley Wealth Advisors
Florida
– -$7.02K -184 Closed
SGAM
154
Smith Group Asset Management
Texas
– -$5K -131 Closed
PAS
155
Partnervest Advisory Services
California
– -$5K -125 Closed
BC
156
Bartlett & Co
Ohio
– -$3K -75 Closed
3 4 5 6
7

KOP Hedge Fund Activity: Q3 2014 in Review

139 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q3 2014, worth a combined $639M — down 13% from $733M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of KOP and 12 opened new positions — a net loss of 7 holders — while 49 trimmed existing stakes and 54 added.

The largest buyer was Lombardia Capital Partners, opening a new position worth an estimated $9.12M. The largest seller was Norges Bank, cutting an estimated $4.49M.

  • 139 institutional investors held Koppers (KOP) as of Q3 2014, down from 147 in Q2 2014.
  • Funds reported $639M of Koppers stock for Q3 2014, down 13% quarter-over-quarter.
  • 12 funds opened new Koppers positions in Q3 2014 and 19 closed out, a net change of -7 holders.
  • The largest Koppers buyer in Q3 2014 was Lombardia Capital Partners, an estimated $9.12M added.
  • The largest Koppers seller in Q3 2014 was Norges Bank, an estimated $4.49M sold.

Based on aggregated 13F filings for Q3 2014.