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150 hedge funds and large institutions have $973M invested in POSCO in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more capital invested

Capital invested by funds: $945M → $973M (+$28.1M)

2.51% less ownership

Funds ownership: 24.36%21.85% (-2.5%)

4% less funds holding

Funds holding: 156150 (-6)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

22% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 50

85% less call options, than puts

Call options by funds: $5.11M | Put options by funds: $34.5M

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
24
Increased
39
Reduced
50
Closed
29
Calls
$5.11M
Puts
$34.5M
Net Calls
-$29.3M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1
Sprucegrove Investment Management
Ontario, Canada
$200M -$9.49M -192,600 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$158M -$7.98M -161,979 -5%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$65.3M -$15.4M -313,239 -20%
BIP
4
Brandes Investment Partners
California
$64.3M -$1.9M -38,599 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$33.2M -$493K -10,017 -2%
Morgan Stanley
6
Morgan Stanley
New York
$28.8M +$1.71M +34,639 +7%
VLKIM
7
Van Lanschot Kempen Investment Management
Netherlands
$20.8M -$2.52M -51,200 -11%
State Street
8
State Street
Massachusetts
$19.2M -$983K -19,959 -5%
JP Morgan Chase
9
JP Morgan Chase
New York
$18.4M +$3.05M +61,925 +21%
CCM
10
Causeway Capital Management
California
$17.5M +$5.63M +114,357 +51%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$15.5M +$9.36M +190,102 +168%
Northern Trust
12
Northern Trust
Illinois
$14.7M +$157K +3,186 +1%
UBS Group
13
UBS Group
Switzerland
$14.6M -$3.03M -61,462 -18%
SBCM
14
Schwerin Boyle Capital Management
Massachusetts
$13.6M -$510K -10,350 -4%
AG
15
Aperio Group
California
$11.9M -$55.9K -1,134 -0.5%
Goldman Sachs
16
Goldman Sachs
New York
$11M +$885K +17,963 +9%
KP
17
Kiltearn Partners
United Kingdom
$10.6M -$46.2M -938,202 -82%
RI
18
RWWM Inc
California
$9.93M +$622K +12,617 +7%
GI
19
Gavea Investimentos
Brazil
$9.84M +$9.49M +192,600 New
FFH
20
Fairfax Financial Holdings
Ontario, Canada
$9.8M
Handelsbanken Fonder
21
Handelsbanken Fonder
Sweden
$9.59M +$10.6M +215,000 New
NIMC
22
NWQ Investment Management Company
California
$9.49M +$9.16M +185,890 New
ICP
23
Indus Capital Partners
New York
$9.05M +$8.73M +177,238 New
BIM
24
Bogle Investment Management
Massachusetts
$8.65M +$8.34M +169,397 New
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$8.64M +$277K +5,627 +3%

PKX Hedge Fund Activity: Q3 2016 in Review

150 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in POSCO (PKX) for Q3 2016, worth a combined $973M — up 3% from $945M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PKX and 24 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 39 added.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $10.6M. The largest seller was Kiltearn Partners, cutting an estimated $46.2M.

  • 150 institutional investors held POSCO (PKX) as of Q3 2016, down from 156 in Q2 2016.
  • Funds reported $973M of POSCO stock for Q3 2016, up 3% quarter-over-quarter.
  • 24 funds opened new POSCO positions in Q3 2016 and 29 closed out, a net change of -5 holders.
  • The largest POSCO buyer in Q3 2016 was Handelsbanken Fonder, an estimated $10.6M added.
  • The largest POSCO seller in Q3 2016 was Kiltearn Partners, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2016.