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Packaging Corp of America
PKG

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: 4 → 4 (0)

1% less funds holding

Funds holding: 660 → 656 (-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

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$184M
2
State Street
State Street
Massachusetts
+$90.1M
3
Invesco
Invesco
Georgia
+$88.5M
4
Bank of America
Bank of America
North Carolina
+$78.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$60.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$117M
2
Morgan Stanley
Morgan Stanley
New York
-$54.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$31.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$27.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$20.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
626
Red Tortoise LLC
Georgia
$5.69K – – –
MRCM
627
M&R Capital Management
New Jersey
$5.19K +$3.26K +24 +185%
CA
628
Centerpoint Advisors
Massachusetts
$5K – – –
RFG
629
RFP Financial Group
Georgia
$5K – – –
GI
630
Gradient Investments
Minnesota
$4.86K – – –
JFA
631
JNBA Financial Advisors
Minnesota
$4.58K – – –
IRC
632
Investors Research Corp
Georgia
$4.3K – – –
WTA
633
Washington Trust Advisors
Massachusetts
$4.17K – – –
CWP
634
Concord Wealth Partners
Virginia
$4.03K -$2.45K -18 -38%
ADL
635
Asset Dedication LLC
California
$4K – – –
KFP
636
KB Financial Partners
New Jersey
$4K – – –
SC
637
Solstein Capital
California
$3.89K – – –
AF
638
Advisornet Financial
Minnesota
$3.75K +$408 +3 +13%
AAS
639
Ameritas Advisory Services
Nebraska
$3.19K +$3.13K +23 New
UFF
640
USA Financial Formulas
Michigan
$3.05K +$2.99K +22 New
SIC
641
SJS Investment Consulting
Ohio
$2.92K – – –
ME
642
McIlrath & Eck
Washington
$2.5K +$2.45K +18 New
DI
643
Disciplined Investments
Oklahoma
$2.22K – – –
TAM
644
Tucker Asset Management
Colorado
$2.22K +$951 +7 +78%
CCP
645
Carmel Capital Partners
California
$2.22K +$2.17K +16 New
BWM
646
BerganKDV Wealth Management
Minnesota
$1.74K – – –
ZB
647
Zions Bancorporation
Utah
$1.53K -$1.09K -8 -42%
BAAM
648
Baker Avenue Asset Management
California
$1.53K – – –
CFO
649
CVA Family Office
Colorado
$1.39K +$680 +5 +100%
BIA
650
Bell Investment Advisors
California
$1.11K – – –
24 25
26
27 28

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.