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Packaging Corp of America

585 hedge funds and large institutions have $11.7B invested in Packaging Corp of America in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.07M

129% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 45

27% more capital invested

Capital invested by funds: $9.25B → $11.7B (+$2.45B)

10% more funds holding

Funds holding: 533585 (+52)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.14% less ownership

Funds ownership: 89.67%89.53% (-0.14%)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

Holders
585
Holders Change
+52
Holders Change %
+9.76%
% of All Funds
10.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
103
Increased
182
Reduced
217
Closed
45
Calls
$14.4M
Puts
$5.07M
Net Calls
+$9.32M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
501
City Holding Co
West Virginia
$28K
PCM
502
Penserra Capital Management
California
$27K +$7.68K +61 +45%
VBCG
503
Valley Brook Capital Group
Pennsylvania
$27K +$25.2K +200 New
PFBT
504
Parkside Financial Bank & Trust
Missouri
$23K +$3.02K +24 +17%
CCM
505
Cribstone Capital Management
Maine
$22K
SFS
506
Sowell Financial Services
Arkansas
$21K -$135K -1,072 -87%
PA
507
Parallel Advisors
California
$21K -$14.2K -113 -42%
WT
508
Whittier Trust
California
$21K
First Manhattan
509
First Manhattan
New York
$20K
KTC
510
Kistler-Tiffany Companies
Pennsylvania
$19K
TF
511
Tompkins Financial
New York
$19K +$17.6K +140 New
PFO
512
Pathstone Family Office
New Jersey
$19K +$17.8K +141 New
KC
513
Kinloch Capital
Virginia
$18K +$16.1K +128 New
Bank Julius Baer & Co
514
Bank Julius Baer & Co
Switzerland
$16K -$504 -4 -3%
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$16K
VCM
516
Versant Capital Management
Arizona
$16K
SSB
517
Sandy Spring Bank
Maryland
$15K
FTDI
518
First Trust Direct Indexing
Massachusetts
$15K +$14.1K +112 New
AWM
519
AllSquare Wealth Management
New York
$14K
AF
520
Allworth Financial
California
$14K
SFPG
521
Stonebridge Financial Planning Group
Florida
$14K
BCA
522
Berman Capital Advisors
Georgia
$14K +$126 +1 +1%
IA
523
Inspire Advisors
Idaho
$13K +$11.7K +93 New
IAIM
524
International Assets Investment Management
Florida
$13K +$11.8K +94 New
APA
525
American Portfolios Advisors
New York
$12.6K -$15.9K -126 -58%

PKG Hedge Fund Activity: Q4 2020 in Review

585 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Packaging Corp of America (PKG) for Q4 2020, worth a combined $11.7B — up 27% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PKG positions and 45 closed out — a net gain of 58 holders — while 182 added to existing stakes and 217 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $139M. The largest seller was American Century Companies, cutting an estimated $92.6M.

  • 585 institutional investors held Packaging Corp of America (PKG) as of Q4 2020, up from 533 in Q3 2020.
  • Funds reported $11.7B of Packaging Corp of America stock for Q4 2020, up 27% quarter-over-quarter.
  • 103 funds opened new Packaging Corp of America positions in Q4 2020 and 45 closed out, a net change of +58 holders.
  • The largest Packaging Corp of America buyer in Q4 2020 was T. Rowe Price Associates, an estimated $139M added.
  • The largest Packaging Corp of America seller in Q4 2020 was American Century Companies, an estimated $92.6M sold.

Based on aggregated 13F filings for Q4 2020.