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Packaging Corp of America

656 hedge funds and large institutions have $11.5B invested in Packaging Corp of America in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 249 increasing their positions, 222 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $21.1M

12% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 222

12% more capital invested

Capital invested by funds: $10.3B → $11.5B (+$1.23B)

4.55% more ownership

Funds ownership: 87.84%92.39% (+4.6%)

9% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 58

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 660656 (-4)

Holders
656
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
10.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
249
Reduced
222
Closed
58
Calls
$39.4M
Puts
$21.1M
Net Calls
+$18.3M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
576
State of Wyoming
Wyoming
$29.6K +$2.31K +17 +9%
SC
577
SouthState Corp
Florida
$29.2K
CFD
578
Creative Financial Designs
Indiana
$28K
BWL
579
Bogart Wealth LLC
Virginia
$27.8K
CHC
580
City Holding Co
West Virginia
$27.8K
AWM
581
Avondale Wealth Management
Texas
$26.4K
SSG
582
Summit Securities Group
New York
$25K +$12K +88 +95%
TFP
583
Tilia Fiduciary Partners
North Carolina
$23.2K
MWM
584
Mascoma Wealth Management
New Hampshire
$21.2K
WT
585
Whittier Trust
California
$20.8K
FCA
586
Fortis Capital Advisors
Kansas
$20.7K
KTC
587
Kistler-Tiffany Companies
Pennsylvania
$19.6K
AF
588
Allworth Financial
California
$19.2K +$11.8K +87 +171%
AssetMark Inc
589
AssetMark Inc
California
$18.2K
SIC
590
Salem Investment Counselors
North Carolina
$17.4K +$16.9K +124 New
First Manhattan
591
First Manhattan
New York
$16.9K
DFCM
592
Dark Forest Capital Management
Puerto Rico
$15K +$14.7K +108 New
VCM
593
Versant Capital Management
Arizona
$15K
AP
594
Arlington Partners
Alabama
$14.7K +$14.4K +106 New
FCA
595
FinTrust Capital Advisors
South Carolina
$14.7K
WBC
596
West Branch Capital
Massachusetts
$14.4K
FHA
597
First Horizon Advisors
Tennessee
$14.3K +$136 +1 +1%
PA
598
PSI Advisors
Florida
$14.2K +$136 +1 +1%
PFG
599
Piershale Financial Group
Illinois
$13.9K
CWC
600
Carolinas Wealth Consulting
North Carolina
$13.5K

PKG Hedge Fund Activity: Q1 2023 in Review

656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Packaging Corp of America (PKG) for Q1 2023, worth a combined $11.5B — up 12% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PKG positions and 58 closed out — a net gain of 5 holders — while 249 added to existing stakes and 222 trimmed.

The largest buyer was Charles Schwab, adding an estimated $184M. The largest seller was T. Rowe Price Associates, cutting an estimated $117M.

  • 656 institutional investors held Packaging Corp of America (PKG) as of Q1 2023, down from 660 in Q4 2022.
  • Funds reported $11.5B of Packaging Corp of America stock for Q1 2023, up 12% quarter-over-quarter.
  • 63 funds opened new Packaging Corp of America positions in Q1 2023 and 58 closed out, a net change of +5 holders.
  • The largest Packaging Corp of America buyer in Q1 2023 was Charles Schwab, an estimated $184M added.
  • The largest Packaging Corp of America seller in Q1 2023 was T. Rowe Price Associates, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2023.