Ranpak Holdings
PACK
38 hedge funds and large institutions have $471M invested in Ranpak Holdings in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
109% more capital invested
Capital invested by funds: $225M → $471M (+$246M)
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
36% more funds holding
Funds holding: 28 → 38 (+10)
11.79% more ownership
Funds ownership: 78.41% → 90.2% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
JS Capital Management
New York
|
+$29.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$27.4M |
| 3 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$20.7M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$18.9M |
| 5 |
PTC
Petrus Trust Company
Dallas,
Texas
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
-$4.54M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$711K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$350K |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$321K |
| 5 |
AIM
Alambic Investment Management
Belvedere,
California
|
-$152K |
PACK Hedge Fund Activity: Q4 2019 in Review
38 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Ranpak Holdings (PACK) for Q4 2019, worth a combined $471M — up 109% from $225M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PACK positions and 8 closed out — a net gain of 10 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was JS Capital Management, adding an estimated $29.5M. The largest seller was Corvex Management, exiting entirely with an estimated $4.54M sold.
- 38 institutional investors held Ranpak Holdings (PACK) as of Q4 2019, up from 28 in Q3 2019.
- Funds reported $471M of Ranpak Holdings stock for Q4 2019, up 109% quarter-over-quarter.
- 18 funds opened new Ranpak Holdings positions in Q4 2019 and 8 closed out, a net change of +10 holders.
- The largest Ranpak Holdings buyer in Q4 2019 was JS Capital Management, an estimated $29.5M added.
- The largest Ranpak Holdings seller in Q4 2019 was Corvex Management, an estimated $4.54M sold.
Based on aggregated 13F filings for Q4 2019.