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137 hedge funds and large institutions have $1.17B invested in POSCO in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 33

2.13% more ownership

Funds ownership: 25.29%27.42% (+2.1%)

6% less funds holding

Funds holding: 145137 (-8)

7% less capital invested

Capital invested by funds: $1.27B → $1.17B (-$91.9M)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

94% less call options, than puts

Call options by funds: $3.31M | Put options by funds: $51.9M

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
20
Increased
58
Reduced
33
Closed
27
Calls
$3.31M
Puts
$51.9M
Net Calls
-$48.6M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1
Sprucegrove Investment Management
Ontario, Canada
$212M +$15M +270,300 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$162M +$1.5M +26,994 +0.8%
TAM
3
Third Avenue Management
New York
$92.4M -$1.11M -19,917 -1%
Franklin Resources
4
Franklin Resources
California
$77.3M -$3.88M -69,904 -4%
KP
5
Kiltearn Partners
United Kingdom
$66.5M +$10.5M +189,700 +16%
BIP
6
Brandes Investment Partners
California
$61.8M +$8.47M +152,695 +14%
DS
7
Dalal Street
Texas
$48.2M -$77.7K -1,400 -0.1%
GTP
8
Global Thematic Partners
New York
$47.7M +$53.9M +971,920 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$42.4M +$1.88M +33,957 +4%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$31.5M +$35.6M +640,995 New
Morgan Stanley
11
Morgan Stanley
New York
$17.7M +$2.77M +49,929 +16%
TGI
12
Tradewinds Global Investors
California
$17.7M -$308K -5,548 -2%
State Street
13
State Street
Massachusetts
$17.5M +$1.59M +28,617 +9%
SBCM
14
Schwerin Boyle Capital Management
Massachusetts
$13.9M +$197K +3,550 +1%
UBS Group
15
UBS Group
Switzerland
$13M -$7.21M -130,016 -33%
EARNEST Partners
16
EARNEST Partners
Georgia
$11.8M -$442K -7,971 -3%
OAM
17
Oxford Asset Management
United Kingdom
$11.7M +$5.45M +98,279 +70%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$11.3M -$1.55M -27,951 -11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11M +$366K +6,595 +3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$10.8M +$7.71M +138,891 +172%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$10.5M -$2.16M -39,000 -15%
Deutsche Bank
22
Deutsche Bank
Germany
$8.22M +$4.46M +80,427 +92%
Northern Trust
23
Northern Trust
Illinois
$8.22M -$2.07M -37,380 -18%
LCP
24
Lombardia Capital Partners
California
$7.53M +$2.19M +39,486 +35%
MAA
25
Managed Account Advisors
New Jersey
$7.36M +$476K +8,581 +6%

PKX Hedge Fund Activity: Q2 2015 in Review

137 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in POSCO (PKX) for Q2 2015, worth a combined $1.17B — down 7.3% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PKX and 20 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 58 added.

The largest buyer was Global Thematic Partners, opening a new position worth an estimated $53.9M. The largest seller was Dupont Capital Management, cutting an estimated $18.7M.

  • 137 institutional investors held POSCO (PKX) as of Q2 2015, down from 145 in Q1 2015.
  • Funds reported $1.17B of POSCO stock for Q2 2015, down 7.3% quarter-over-quarter.
  • 20 funds opened new POSCO positions in Q2 2015 and 27 closed out, a net change of -7 holders.
  • The largest POSCO buyer in Q2 2015 was Global Thematic Partners, an estimated $53.9M added.
  • The largest POSCO seller in Q2 2015 was Dupont Capital Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2015.