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Koppers

138 hedge funds and large institutions have $386M invested in Koppers in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.92% more ownership

Funds ownership: 86.92%88.84% (+1.9%)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 142138 (-4)

7% less capital invested

Capital invested by funds: $416M → $386M (-$30.1M)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
51
Closed
23
Calls
$456K
Puts
Net Calls
+$456K
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$71.8M -$1.85M -80,350 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$48.8M -$853K -37,049 -2%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$43.1M +$835K +36,298 +2%
RCMNY
4
Rubric Capital Management (New York)
New York
$23.6M
LSV Asset Management
5
LSV Asset Management
Illinois
$18.4M -$615K -26,700 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$17.9M +$1.67M +72,564 +9%
State Street
7
State Street
Massachusetts
$15.3M -$275K -11,966 -2%
Pzena Investment Management
8
Pzena Investment Management
New York
$9.01M +$9.98M +433,700 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.71M +$97.2K +4,221 +1%
Principal Financial Group
10
Principal Financial Group
Iowa
$7.21M -$35.5K -1,541 -0.4%
Millennium Management
11
Millennium Management
New York
$7.19M +$2.88M +125,086 +57%
Charles Schwab
12
Charles Schwab
California
$6.82M +$703K +30,560 +10%
SGCIA
13
Smith Graham & Co Investment Advisors
Texas
$6.54M -$10.2K -441 -0.1%
ICM
14
Invenomic Capital Management
Massachusetts
$6.16M +$1.36M +59,061 +25%
Morgan Stanley
15
Morgan Stanley
New York
$4.93M -$780K -33,907 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.9M +$47.7K +2,074 +0.9%
Northern Trust
17
Northern Trust
Illinois
$4.67M -$103K -4,473 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.51M +$126K +5,456 +3%
Invesco
19
Invesco
Georgia
$4.3M +$38.9K +1,690 +0.8%
N
20
Nuveen
North Carolina
$3.98M -$49.3K -2,140 -1%
Victory Capital Management
21
Victory Capital Management
Texas
$3.79M -$1.46M -63,537 -26%
HNB
22
Huntington National Bank
Ohio
$3.76M
Ameriprise
23
Ameriprise
Minnesota
$3.71M -$936K -40,671 -19%
Bank of America
24
Bank of America
North Carolina
$3.6M -$40.4K -1,757 -1%
BCM
25
Bridgeway Capital Management
Texas
$3.04M

KOP Hedge Fund Activity: Q3 2022 in Review

138 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q3 2022, worth a combined $386M — down 7.2% from $416M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOP and 21 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 41 added.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $9.98M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $2.11M sold.

  • 138 institutional investors held Koppers (KOP) as of Q3 2022, down from 142 in Q2 2022.
  • Funds reported $386M of Koppers stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 21 funds opened new Koppers positions in Q3 2022 and 23 closed out, a net change of -2 holders.
  • The largest Koppers buyer in Q3 2022 was Pzena Investment Management, an estimated $9.98M added.
  • The largest Koppers seller in Q3 2022 was State of New Jersey Common Pension Fund D, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2022.