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Koppers

153 hedge funds and large institutions have $645M invested in Koppers in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

966% more call options, than puts

Call options by funds: $629K | Put options by funds: $59K

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

32% more capital invested

Capital invested by funds: $490M → $645M (+$155M)

10% more funds holding

Funds holding: 139153 (+14)

1.18% more ownership

Funds ownership: 87.48%88.65% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
45
Reduced
49
Closed
15
Calls
$629K
Puts
$59K
Net Calls
+$570K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$120M -$2.69M -80,877 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$83.9M +$1.32M +39,563 +2%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$77.5M -$160K -4,800 -0.2%
RCMNY
4
Rubric Capital Management (New York)
New York
$38.9M -$759K -22,843 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$34.1M +$2.41M +72,360 +8%
LSV Asset Management
6
LSV Asset Management
Illinois
$28.1M -$934K -28,100 -3%
State Street
7
State Street
Massachusetts
$26.5M -$213K -6,394 -0.8%
Pzena Investment Management
8
Pzena Investment Management
New York
$20.2M +$2.46M +74,015 +15%
Principal Financial Group
9
Principal Financial Group
Iowa
$16.1M +$3.84M +115,565 +33%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.6M +$453K +13,639 +4%
Charles Schwab
11
Charles Schwab
California
$12.4M +$321K +9,646 +3%
SGCIA
12
Smith Graham & Co Investment Advisors
Texas
$10.9M -$32.8K -986 -0.3%
Invesco
13
Invesco
Georgia
$9.61M +$1.09M +32,728 +14%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.33M -$318K -9,555 -3%
Morgan Stanley
15
Morgan Stanley
New York
$8.15M +$864K +25,980 +13%
Northern Trust
16
Northern Trust
Illinois
$7.98M +$24.7K +742 +0.3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.85M +$419K +12,614 +6%
Bank of America
18
Bank of America
North Carolina
$7.11M +$161K +4,853 +2%
HNB
19
Huntington National Bank
Ohio
$6.26M
N
20
Nuveen
North Carolina
$5.8M -$181K -5,440 -3%
Ameriprise
21
Ameriprise
Minnesota
$5.6M +$162K +4,880 +3%
BCM
22
Bridgeway Capital Management
Texas
$4.99M -$114K -3,420 -2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$4.18M -$87K -2,618 -2%
Victory Capital Management
24
Victory Capital Management
Texas
$3.65M -$1.07M -32,161 -24%
Federated Hermes
25
Federated Hermes
Pennsylvania
$3.59M +$56.3K +1,694 +2%

KOP Hedge Fund Activity: Q1 2023 in Review

153 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q1 2023, worth a combined $645M — up 32% from $490M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KOP positions and 15 closed out — a net gain of 15 holders — while 45 added to existing stakes and 49 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $3.84M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $7.94M sold.

  • 153 institutional investors held Koppers (KOP) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $645M of Koppers stock for Q1 2023, up 32% quarter-over-quarter.
  • 30 funds opened new Koppers positions in Q1 2023 and 15 closed out, a net change of +15 holders.
  • The largest Koppers buyer in Q1 2023 was Principal Financial Group, an estimated $3.84M added.
  • The largest Koppers seller in Q1 2023 was Invenomic Capital Management, an estimated $7.94M sold.

Based on aggregated 13F filings for Q1 2023.