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Packaging Corp of America

776 hedge funds and large institutions have $15.2B invested in Packaging Corp of America in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 269 increasing their positions, 290 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $88.3M | Put options by funds: $30.9M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

77% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $13.3B → $15.2B (+$1.86B)

5% more funds holding

Funds holding: 741776 (+35)

7% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 290

1.87% less ownership

Funds ownership: 91.18%89.32% (-1.9%)

Holders
776
Holders Change
+35
Holders Change %
+4.72%
% of All Funds
11.18%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
99
Increased
269
Reduced
290
Closed
56
Calls
$88.3M
Puts
$30.9M
Net Calls
+$57.5M
Net Calls Change
-$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
626
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$146K +$133K +768 New
GEA
627
Glen Eagle Advisors
New Jersey
$143K -$173 -1 -0.1%
PS
628
Principal Securities
Iowa
$133K +$4.51K +26 +4%
QCG
629
Quadrant Capital Group
Ohio
$133K +$1.91K +11 +2%
DWA
630
Dougherty Wealth Advisers
Minnesota
$132K
S
631
SignatureFD
Georgia
$128K +$1.73K +10 +2%
MCAI
632
Members Capital Advisors Inc
Wisconsin
$128K
C
633
Covestor
United Kingdom
$119K -$7.8K -45 -7%
CF
634
Centaurus Financial
California
$117K
CBT
635
Central Bank & Trust
Kentucky
$111K
ATC
636
Advantage Trust Company
Kansas
$109K
FIM
637
Fernwood Investment Management
Massachusetts
$108K +$98.8K +570 New
WBC
638
Westpac Banking Corp
Australia
$101K +$3.47K +20 +4%
MHR
639
Matthew Hamilton Rosenberg
$101K
FFC
640
First Financial Corp
Indiana
$100K +$4.86K +28 +6%
CSB
641
City State Bank
Iowa
$99K
SOW
642
State of Wyoming
Wyoming
$96.4K +$1.21K +7 +1%
TFA
643
Transamerica Financial Advisors
Florida
$96K -$3.29K -19 -4%
CT
644
Cambridge Trust
Massachusetts
$94.9K +$17.3K +100 +25%
PA
645
Parallel Advisors
California
$93.6K +$8.84K +51 +12%
SIM
646
Sentry Investment Management
Wisconsin
$90K
RIL
647
Rothschild Investment LLC
Illinois
$82.9K +$1.39K +8 +2%
SWM
648
Spire Wealth Management
Virginia
$79.7K
EBA
649
Eagle Bay Advisors
New York
$77.6K
FFA
650
Farther Finance Advisors
California
$75.9K +$14.6K +84 +26%

PKG Hedge Fund Activity: Q1 2024 in Review

776 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Packaging Corp of America (PKG) for Q1 2024, worth a combined $15.2B — up 14% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new PKG positions and 56 closed out — a net gain of 43 holders — while 269 added to existing stakes and 290 trimmed.

The largest buyer was Charles Schwab, adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $247M.

  • 776 institutional investors held Packaging Corp of America (PKG) as of Q1 2024, up from 741 in Q4 2023.
  • Funds reported $15.2B of Packaging Corp of America stock for Q1 2024, up 14% quarter-over-quarter.
  • 99 funds opened new Packaging Corp of America positions in Q1 2024 and 56 closed out, a net change of +43 holders.
  • The largest Packaging Corp of America buyer in Q1 2024 was Charles Schwab, an estimated $110M added.
  • The largest Packaging Corp of America seller in Q1 2024 was Morgan Stanley, an estimated $247M sold.

Based on aggregated 13F filings for Q1 2024.