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Koppers

150 hedge funds and large institutions have $573M invested in Koppers in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

50% more capital invested

Capital invested by funds: $381M → $573M (+$191M)

6% more funds holding

Funds holding: 141150 (+9)

0.04% more ownership

Funds ownership: 87.1%87.14% (+0.04%)

13% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 53

30% less call options, than puts

Call options by funds: $1.6M | Put options by funds: $2.31M

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
46
Reduced
53
Closed
14
Calls
$1.6M
Puts
$2.31M
Net Calls
-$701K
Net Calls Change
+$840K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$99.9M +$4.93M +189,448 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$69M +$1.92M +73,642 +3%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$53.3M -$1.44M -55,241 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$22.6M +$2.93M +112,587 +18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$21.2M -$276K -10,600 -2%
State Street
6
State Street
Massachusetts
$19.6M +$1.49M +57,330 +10%
SAM
7
Southernsun Asset Management
Tennessee
$17.3M -$8.18M -314,059 -36%
LSV Asset Management
8
LSV Asset Management
Illinois
$14.9M +$122K +4,700 +1%
Principal Financial Group
9
Principal Financial Group
Iowa
$14.4M +$2.46M +94,463 +26%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$11.5M +$2.12M +81,341 +28%
Federated Hermes
11
Federated Hermes
Pennsylvania
$10.6M +$35.9K +1,378 +0.4%
Goldman Sachs
12
Goldman Sachs
New York
$10.6M +$1.65M +63,525 +23%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$10.2M +$275K +10,551 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$9.4M +$1.28K +49 +0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.15M +$126K +4,858 +2%
Northern Trust
16
Northern Trust
Illinois
$8.5M -$228K -8,761 -3%
N
17
Nuveen
North Carolina
$8.26M +$563K +21,612 +9%
SGCIA
18
Smith Graham & Co Investment Advisors
Texas
$8.05M +$6.73M +258,374 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.55M +$377K +14,466 +6%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$7.31M +$1.67M +64,015 +38%
Charles Schwab
21
Charles Schwab
California
$6.38M +$8.56K +329 +0.2%
TAM
22
THB Asset Management
Connecticut
$5.65M -$650K -24,984 -12%
Invesco
23
Invesco
Georgia
$5.34M +$662K +25,440 +17%
Prudential Financial
24
Prudential Financial
New Jersey
$5.02M +$113K +4,330 +3%
Ameriprise
25
Ameriprise
Minnesota
$4.71M -$173K -6,657 -4%

KOP Hedge Fund Activity: Q4 2020 in Review

150 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q4 2020, worth a combined $573M — up 50% from $381M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KOP positions and 14 closed out — a net gain of 10 holders — while 46 added to existing stakes and 53 trimmed.

The largest buyer was Smith Graham & Co Investment Advisors, opening a new position worth an estimated $6.73M. The largest seller was Southernsun Asset Management, cutting an estimated $8.18M.

  • 150 institutional investors held Koppers (KOP) as of Q4 2020, up from 141 in Q3 2020.
  • Funds reported $573M of Koppers stock for Q4 2020, up 50% quarter-over-quarter.
  • 24 funds opened new Koppers positions in Q4 2020 and 14 closed out, a net change of +10 holders.
  • The largest Koppers buyer in Q4 2020 was Smith Graham & Co Investment Advisors, an estimated $6.73M added.
  • The largest Koppers seller in Q4 2020 was Southernsun Asset Management, an estimated $8.18M sold.

Based on aggregated 13F filings for Q4 2020.