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151 hedge funds and large institutions have $1.88B invested in POSCO in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more funds holding

Funds holding: 137151 (+14)

2% more capital invested

Capital invested by funds: $1.84B → $1.88B (+$39.5M)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

1.11% less ownership

Funds ownership: 28.6%27.49% (-1.1%)

86% less call options, than puts

Call options by funds: $1.26M | Put options by funds: $8.77M

Holders
151
Holders Change
+14
Holders Change %
+10.22%
% of All Funds
4.38%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
28
Increased
43
Reduced
44
Closed
14
Calls
$1.26M
Puts
$8.77M
Net Calls
-$7.51M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1
Sprucegrove Investment Management
Ontario, Canada
$279M +$8.95M +117,700 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$259M +$2.19M +28,728 +0.9%
TAM
3
Third Avenue Management
New York
$198M -$11.9M -155,869 -6%
DCM
4
Dupont Capital Management
Delaware
$185M +$3.62M +47,555 +2%
Franklin Resources
5
Franklin Resources
California
$138M +$2.14M +28,141 +2%
BIP
6
Brandes Investment Partners
California
$73.8M +$2.28M +29,971 +3%
Principal Financial Group
7
Principal Financial Group
Iowa
$61.6M -$8.62M -113,289 -13%
Vanguard Group
8
Vanguard Group
Pennsylvania
$58.1M +$2.98M +39,111 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$54.7M -$4.64M -61,000 -8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$51.6M +$3.55M +46,641 +8%
Allianz Asset Management
11
Allianz Asset Management
Germany
$29.4M -$46.4M -609,599 -62%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$26.9M -$1.17M -15,321 -4%
Invesco
13
Invesco
Georgia
$24.3M -$463K -6,089 -2%
SBCM
14
Schwerin Boyle Capital Management
Massachusetts
$22.7M +$593K +7,800 +3%
State Street
15
State Street
Massachusetts
$22.1M -$826K -10,857 -4%
KP
16
Kiltearn Partners
United Kingdom
$20.6M +$20.1M +263,700 New
Northern Trust
17
Northern Trust
Illinois
$19.2M +$9.79M +128,751 +109%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$18.7M +$350K +4,600 +2%
EARNEST Partners
19
EARNEST Partners
Georgia
$17M +$16.6M +217,839 New
VDBMI
20
Van Den Berg Management I
Texas
$16.3M +$80.6K +1,060 +0.5%
First Trust Advisors
21
First Trust Advisors
Illinois
$15.6M -$119K -1,563 -0.8%
NAMA
22
Nikko Asset Management Americas
New York
$14.7M -$3.29M -43,200 -19%
Morgan Stanley
23
Morgan Stanley
New York
$14.4M +$5.1M +67,023 +57%
MAA
24
Managed Account Advisors
New Jersey
$13.7M -$6.62M -87,049 -33%
U
25
UBS
Switzerland
$13.6M +$491K +6,449 +4%

PKX Hedge Fund Activity: Q4 2013 in Review

151 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in POSCO (PKX) for Q4 2013, worth a combined $1.88B — up 2.1% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PKX positions and 14 closed out — a net gain of 14 holders — while 43 added to existing stakes and 44 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $16.6M. The largest seller was ING Group, exiting entirely with an estimated $58.8M sold.

  • 151 institutional investors held POSCO (PKX) as of Q4 2013, up from 137 in Q3 2013.
  • Funds reported $1.88B of POSCO stock for Q4 2013, up 2.1% quarter-over-quarter.
  • 28 funds opened new POSCO positions in Q4 2013 and 14 closed out, a net change of +14 holders.
  • The largest POSCO buyer in Q4 2013 was EARNEST Partners, an estimated $16.6M added.
  • The largest POSCO seller in Q4 2013 was ING Group, an estimated $58.8M sold.

Based on aggregated 13F filings for Q4 2013.