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138 hedge funds and large institutions have $882M invested in POSCO in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

1.46% more ownership

Funds ownership: 27.42%28.89% (+1.5%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more funds holding

Funds holding: 137138 (+1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less capital invested

Capital invested by funds: $1.17B → $882M (-$292M)

90% less call options, than puts

Call options by funds: $4.31M | Put options by funds: $41.5M

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
3.85%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
25
Increased
56
Reduced
35
Closed
23
Calls
$4.31M
Puts
$41.5M
Net Calls
-$37.2M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1
Sprucegrove Investment Management
Ontario, Canada
$155M +$3.88M +94,900 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$118M +$2.24M +54,840 +2%
KP
3
Kiltearn Partners
United Kingdom
$70.8M +$27.3M +667,100 +49%
Franklin Resources
4
Franklin Resources
California
$57.9M +$3.27M +79,850 +5%
GTP
5
Global Thematic Partners
New York
$55.4M +$24.9M +609,054 +63%
TAM
6
Third Avenue Management
New York
$53M -$15.1M -368,108 -20%
BIP
7
Brandes Investment Partners
California
$49.7M +$6.62M +161,914 +13%
DS
8
Dalal Street
Texas
$34.4M
Vanguard Group
9
Vanguard Group
Pennsylvania
$21.7M -$9.94M -243,010 -28%
VLKIM
10
Van Lanschot Kempen Investment Management
Netherlands
$19.9M +$19.6M +479,082 +541%
State Street
11
State Street
Massachusetts
$14.1M +$1.91M +46,622 +13%
TGI
12
Tradewinds Global Investors
California
$13.2M +$691K +16,890 +5%
Morgan Stanley
13
Morgan Stanley
New York
$11.3M -$1.51M -37,031 -10%
SBCM
14
Schwerin Boyle Capital Management
Massachusetts
$10M +$98.2K +2,400 +0.8%
Northern Trust
15
Northern Trust
Illinois
$9.41M +$4.14M +101,268 +61%
OMC
16
Old Mission Capital
Illinois
$9.1M +$10.6M +259,896 New
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$8.2M +$129K +3,166 +1%
BIM
18
Bogle Investment Management
Massachusetts
$7.6M +$8.87M +216,941 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$7.5M -$229K -5,597 -3%
UBS Group
20
UBS Group
Switzerland
$7.13M -$2.49M -60,977 -23%
FFH
21
Fairfax Financial Holdings
Ontario, Canada
$6.72M +$7.85M +191,879 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.63M -$1.44M -35,282 -16%
AG
23
Aperio Group
California
$6.63M +$3.48M +85,116 +82%
LCP
24
Lombardia Capital Partners
California
$6.32M +$1.11M +27,108 +18%
PG
25
PEAK6 Group
Illinois
$6.12M +$4.18M +102,225 +141%

PKX Hedge Fund Activity: Q3 2015 in Review

138 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in POSCO (PKX) for Q3 2015, worth a combined $882M — down 25% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PKX positions and 23 closed out — a net gain of 2 holders — while 56 added to existing stakes and 35 trimmed.

The largest buyer was Kiltearn Partners, adding an estimated $27.3M. The largest seller was Arrowstreet Capital, cutting an estimated $24.9M.

  • 138 institutional investors held POSCO (PKX) as of Q3 2015, up from 137 in Q2 2015.
  • Funds reported $882M of POSCO stock for Q3 2015, down 25% quarter-over-quarter.
  • 25 funds opened new POSCO positions in Q3 2015 and 23 closed out, a net change of +2 holders.
  • The largest POSCO buyer in Q3 2015 was Kiltearn Partners, an estimated $27.3M added.
  • The largest POSCO seller in Q3 2015 was Arrowstreet Capital, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2015.