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Koppers

148 hedge funds and large institutions have $827M invested in Koppers in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $403K | Put options by funds: $286K

13% more capital invested

Capital invested by funds: $735M → $827M (+$92.1M)

0.06% more ownership

Funds ownership: 93.55%93.61% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

3% less funds holding

Funds holding: 153148 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
54
Reduced
55
Closed
20
Calls
$403K
Puts
$286K
Net Calls
+$117K
Net Calls Change
-$307K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$134M +$4.79M +121,480 +4%
SAM
2
Southernsun Asset Management
Tennessee
$86.8M -$785K -19,892 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.1M +$1.06M +26,820 +2%
BFA
4
BlackRock Fund Advisors
California
$46.9M +$4.17M +105,804 +11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$44M +$8.19M +207,664 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.5M +$2.16M +54,682 +10%
CCM
7
Century Capital Management
Massachusetts
$25.2M +$4.7M +119,127 +25%
BIT
8
BlackRock Institutional Trust
California
$23.2M -$421K -10,672 -2%
SONJCPFA
9
State of New Jersey Common Pension Fund A
New Jersey
$23M +$1.18M +30,000 +6%
ICOM
10
Investment Counselors of Maryland
Maryland
$22.3M -$92.7K -2,350 -0.4%
State Street
11
State Street
Massachusetts
$20.3M +$383K +9,710 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$16.4M -$81.9K -2,077 -0.5%
Northern Trust
13
Northern Trust
Illinois
$16.1M -$310K -7,851 -2%
CIP
14
Chartwell Investment Partners
Pennsylvania
$14.8M +$1.84M +46,775 +16%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.8M +$523K +13,265 +4%
KCM
16
Kennedy Capital Management
Missouri
$14.7M +$166K +4,204 +1%
SAM
17
Skyline Asset Management
Illinois
$11.6M +$6.71M +170,100 +166%
Goldman Sachs
18
Goldman Sachs
New York
$11.4M -$3.88M -98,472 -27%
RHJA
19
Rice Hall James & Associates
California
$9.18M -$888K -22,528 -9%
ClearBridge Investments
20
ClearBridge Investments
New York
$9.1M +$819K +20,766 +11%
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$8.02M +$413K +10,467 +6%
LSV Asset Management
22
LSV Asset Management
Illinois
$7.59M +$231K +5,865 +3%
Invesco
23
Invesco
Georgia
$6.96M +$1.56M +39,611 +32%
Prudential Financial
24
Prudential Financial
New Jersey
$6.84M +$271K +6,860 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$6.76M -$52.5K -1,332 -0.8%

KOP Hedge Fund Activity: Q3 2013 in Review

148 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q3 2013, worth a combined $827M — up 13% from $735M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KOP and 17 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 54 added.

The largest buyer was Wellington Management Group, adding an estimated $8.19M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $15.8M sold.

  • 148 institutional investors held Koppers (KOP) as of Q3 2013, down from 153 in Q2 2013.
  • Funds reported $827M of Koppers stock for Q3 2013, up 13% quarter-over-quarter.
  • 17 funds opened new Koppers positions in Q3 2013 and 20 closed out, a net change of -3 holders.
  • The largest Koppers buyer in Q3 2013 was Wellington Management Group, an estimated $8.19M added.
  • The largest Koppers seller in Q3 2013 was Lord, Abbett & Co, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2013.