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165 hedge funds and large institutions have $1.87B invested in POSCO in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

74% more call options, than puts

Call options by funds: $5.56M | Put options by funds: $3.19M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

14% more funds holding

Funds holding: 145165 (+20)

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

2% more capital invested

Capital invested by funds: $1.84B → $1.87B (+$28.7M)

0.08% less ownership

Funds ownership: 28.32%28.24% (-0.08%)

Holders
165
Holders Change
+20
Holders Change %
+13.79%
% of All Funds
4.79%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
31
Increased
47
Reduced
45
Closed
10
Calls
$5.56M
Puts
$3.19M
Net Calls
+$2.38M
Net Calls Change
+$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1
Sprucegrove Investment Management
Ontario, Canada
$283M -$6.76M -84,700 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$247M -$3.97M -49,772 -2%
TAM
3
Third Avenue Management
New York
$146M -$31.4M -393,519 -17%
Franklin Resources
4
Franklin Resources
California
$127M -$1.8M -22,537 -1%
DCM
5
Dupont Capital Management
Delaware
$113M -$48.5M -608,432 -29%
BIP
6
Brandes Investment Partners
California
$81.2M -$3.82M -47,874 -4%
DS
7
Dalal Street
Texas
$70.8M -$3.59M -45,000 -5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$59.1M +$512K +6,417 +0.8%
KP
9
Kiltearn Partners
United Kingdom
$58.9M +$10.3M +129,200 +20%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$41.3M +$13.6M +170,864 +46%
VDBMI
11
Van Den Berg Management I
Texas
$40.9M -$2.85M -35,680 -6%
U
12
UBS
Switzerland
$30.8M +$15.4M +192,643 +90%
DCM
13
Driehaus Capital Management
Illinois
$25.7M +$27M +338,467 New
Morgan Stanley
14
Morgan Stanley
New York
$24.6M +$6.19M +77,594 +31%
TGI
15
Tradewinds Global Investors
California
$23.7M -$4.07M -51,009 -14%
Invesco
16
Invesco
Georgia
$22.5M -$55.2K -692 -0.2%
SBCM
17
Schwerin Boyle Capital Management
Massachusetts
$22.4M +$16K +200 +0.1%
State Street
18
State Street
Massachusetts
$21.1M -$358K -4,490 -2%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$19.2M -$2.43M -30,500 -11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$18.8M -$6.04M -75,657 -23%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$18.5M -$522K -6,540 -3%
EARNEST Partners
22
EARNEST Partners
Georgia
$17.8M -$48.8K -611 -0.3%
MAA
23
Managed Account Advisors
New Jersey
$14.9M +$5.07M +63,533 +48%
BIT
24
BlackRock Institutional Trust
California
$14.4M -$185K -2,324 -1%
BIM
25
BlackRock Investment Management
Delaware
$13.9M +$2.18M +27,340 +18%

PKX Hedge Fund Activity: Q3 2014 in Review

165 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in POSCO (PKX) for Q3 2014, worth a combined $1.87B — up 1.6% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PKX positions and 10 closed out — a net gain of 21 holders — while 47 added to existing stakes and 45 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $27M. The largest seller was Dupont Capital Management, cutting an estimated $48.5M.

  • 165 institutional investors held POSCO (PKX) as of Q3 2014, up from 145 in Q2 2014.
  • Funds reported $1.87B of POSCO stock for Q3 2014, up 1.6% quarter-over-quarter.
  • 31 funds opened new POSCO positions in Q3 2014 and 10 closed out, a net change of +21 holders.
  • The largest POSCO buyer in Q3 2014 was Driehaus Capital Management, an estimated $27M added.
  • The largest POSCO seller in Q3 2014 was Dupont Capital Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2014.