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Koppers

157 hedge funds and large institutions have $859M invested in Koppers in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,352% more call options, than puts

Call options by funds: $668K | Put options by funds: $46K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

6% more funds holding

Funds holding: 148157 (+9)

4% more capital invested

Capital invested by funds: $827M → $859M (+$31.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1.09% less ownership

Funds ownership: 93.61%92.51% (-1.1%)

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
55
Reduced
56
Closed
16
Calls
$668K
Puts
$46K
Net Calls
+$622K
Net Calls Change
+$505K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$118M -$25.5M -562,989 -18%
SAM
2
Southernsun Asset Management
Tennessee
$93.4M +$216K +4,766 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.1M +$1.22M +26,853 +2%
BFA
4
BlackRock Fund Advisors
California
$50.9M +$573K +12,632 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$47.7M +$545K +12,010 +1%
CCM
6
Century Capital Management
Massachusetts
$30.8M +$3.7M +81,633 +14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$30.6M +$3.21M +70,741 +12%
BIT
8
BlackRock Institutional Trust
California
$24.8M -$109K -2,402 -0.4%
SONJCPFA
9
State of New Jersey Common Pension Fund A
New Jersey
$24.2M -$453K -10,000 -2%
State Street
10
State Street
Massachusetts
$21.6M -$245K -5,412 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$18.6M +$1M +22,072 +6%
SAM
12
Skyline Asset Management
Illinois
$17.6M +$5.14M +113,300 +42%
ICOM
13
Investment Counselors of Maryland
Maryland
$16.7M -$7.15M -157,600 -30%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16.3M +$471K +10,384 +3%
Northern Trust
15
Northern Trust
Illinois
$16.2M -$1.06M -23,375 -6%
CIP
16
Chartwell Investment Partners
Pennsylvania
$15.3M -$507K -11,190 -3%
KCM
17
Kennedy Capital Management
Missouri
$12.8M -$2.99M -65,906 -19%
RHJA
18
Rice Hall James & Associates
California
$12.7M +$2.88M +63,470 +30%
Goldman Sachs
19
Goldman Sachs
New York
$11M -$1.21M -26,737 -10%
Morgan Stanley
20
Morgan Stanley
New York
$10.2M +$6.61M +145,729 +188%
ClearBridge Investments
21
ClearBridge Investments
New York
$9.52M -$241K -5,319 -2%
KAM
22
Keeley Asset Management
Illinois
$7.49M +$499K +11,000 +7%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.16M -$91.2K -2,012 -1%
Norges Bank
24
Norges Bank
Norway
$7.02M
CLM
25
ClearBridge LLC (Maryland)
Maryland
$6.89M +$3.91M +86,324 +134%

KOP Hedge Fund Activity: Q4 2013 in Review

157 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q4 2013, worth a combined $859M — up 3.9% from $827M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KOP positions and 16 closed out — a net gain of 9 holders — while 55 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.61M. The largest seller was T. Rowe Price Associates, cutting an estimated $25.5M.

  • 157 institutional investors held Koppers (KOP) as of Q4 2013, up from 148 in Q3 2013.
  • Funds reported $859M of Koppers stock for Q4 2013, up 3.9% quarter-over-quarter.
  • 25 funds opened new Koppers positions in Q4 2013 and 16 closed out, a net change of +9 holders.
  • The largest Koppers buyer in Q4 2013 was Morgan Stanley, an estimated $6.61M added.
  • The largest Koppers seller in Q4 2013 was T. Rowe Price Associates, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2013.