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Koppers

167 hedge funds and large institutions have $740M invested in Koppers in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $629K

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

28% more capital invested

Capital invested by funds: $579M → $740M (+$160M)

11% more funds holding

Funds holding: 150167 (+17)

0.77% more ownership

Funds ownership: 88.09%88.86% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
66
Reduced
44
Closed
12
Calls
$1.85M
Puts
$629K
Net Calls
+$1.22M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$91.6M +$1.97M +53,776 +2%
BFA
2
BlackRock Fund Advisors
California
$67M +$6.12M +166,641 +11%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$54.9M -$7.45M -202,901 -13%
SAM
4
Southernsun Asset Management
Tennessee
$44.6M -$11.2M -305,972 -22%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$43.3M -$3.94M -107,381 -9%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$29M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$26.9M -$1.37M -37,311 -5%
AFA
8
Alta Fundamental Advisers
New York
$22M
BIT
9
BlackRock Institutional Trust
California
$21.7M +$205K +5,590 +1%
State Street
10
State Street
Massachusetts
$21.6M +$877K +23,884 +5%
MLIM
11
Mountain Lake Investment Management
Florida
$14.7M -$4.04M -110,000 -23%
Northern Trust
12
Northern Trust
Illinois
$12.6M +$174K +4,748 +2%
Charles Schwab
13
Charles Schwab
California
$12.3M -$1.55M -42,312 -12%
Prudential Financial
14
Prudential Financial
New Jersey
$10.1M +$805K +21,933 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.46M +$101K +2,749 +1%
JP Morgan Chase
16
JP Morgan Chase
New York
$9.14M +$1.54M +42,002 +23%
Morgan Stanley
17
Morgan Stanley
New York
$8.07M +$413K +11,246 +6%
TA
18
Teachers Advisors
New York
$7.42M +$5.58M +151,992 +473%
Norges Bank
19
Norges Bank
Norway
$7.15M +$1.67M +45,600 +35%
TCIM
20
TIAA CREF Investment Management
New York
$7.14M +$857K +23,362 +15%
KCM
21
Kennedy Capital Management
Missouri
$7.09M -$95.9K -2,612 -1%
Invesco
22
Invesco
Georgia
$6.89M +$2.89M +78,667 +85%
Bank of America
23
Bank of America
North Carolina
$6.71M -$2.43M -66,149 -28%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.31M +$262K +7,135 +5%
CCMH
25
Cornerstone Capital Management Holdings
New York
$6.22M +$1.02M +27,800 +22%

KOP Hedge Fund Activity: Q4 2016 in Review

167 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q4 2016, worth a combined $740M — up 28% from $579M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KOP positions and 12 closed out — a net gain of 18 holders — while 66 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.12M. The largest seller was Southernsun Asset Management, cutting an estimated $11.2M.

  • 167 institutional investors held Koppers (KOP) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $740M of Koppers stock for Q4 2016, up 28% quarter-over-quarter.
  • 30 funds opened new Koppers positions in Q4 2016 and 12 closed out, a net change of +18 holders.
  • The largest Koppers buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $6.12M added.
  • The largest Koppers seller in Q4 2016 was Southernsun Asset Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2016.