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159 hedge funds and large institutions have $947M invested in POSCO in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

6% more funds holding

Funds holding: 150159 (+9)

3% less capital invested

Capital invested by funds: $973M → $947M (-$25.7M)

1.23% less ownership

Funds ownership: 21.85%20.63% (-1.2%)

22% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 58

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

79% less call options, than puts

Call options by funds: $3.39M | Put options by funds: $16.1M

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
35
Increased
45
Reduced
58
Closed
22
Calls
$3.39M
Puts
$16.1M
Net Calls
-$12.8M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1
Sprucegrove Investment Management
Ontario, Canada
$194M -$12.5M -232,120 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$157M -$6.43M -119,805 -4%
Allianz Asset Management
3
Allianz Asset Management
Germany
$59.3M +$60.3M +1,122,997 +17,922%
BIP
4
Brandes Investment Partners
California
$56.5M -$9.87M -183,828 -15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$35.6M +$1.49M +27,684 +4%
Morgan Stanley
6
Morgan Stanley
New York
$32.6M +$2.98M +55,527 +10%
BIT
7
BlackRock Institutional Trust
California
$27.5M +$26.7M +496,686 +1,839%
Northern Trust
8
Northern Trust
Illinois
$21.8M +$6.85M +127,622 +44%
State Street
9
State Street
Massachusetts
$20.9M +$1.19M +22,164 +6%
JP Morgan Chase
10
JP Morgan Chase
New York
$20.5M +$1.57M +29,246 +8%
CCM
11
Causeway Capital Management
California
$19.1M +$1.04M +19,400 +6%
Bank of America
12
Bank of America
North Carolina
$14.9M +$9.04M +168,378 +145%
NIMC
13
NWQ Investment Management Company
California
$14M +$4.32M +80,493 +43%
SBCM
14
Schwerin Boyle Capital Management
Massachusetts
$13.4M -$583K -10,850 -4%
VLKIM
15
Van Lanschot Kempen Investment Management
Netherlands
$10.3M -$11.3M -210,700 -52%
VanEck Associates
16
VanEck Associates
New York
$10.2M +$3.2M +59,634 +44%
Goldman Sachs
17
Goldman Sachs
New York
$10.1M -$1.23M -22,846 -11%
FFH
18
Fairfax Financial Holdings
Ontario, Canada
$10.1M
RI
19
RWWM Inc
California
$10.1M -$142K -2,644 -1%
AG
20
Aperio Group
California
$9.58M -$2.74M -50,966 -22%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.32M +$3.11M +57,878 +48%
PPA
22
Parametric Portfolio Associates
Washington
$9.26M +$3.43M +63,793 +57%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$8.88M -$9.72K -181 -0.1%
Two Sigma Investments
24
Two Sigma Investments
New York
$8.06M +$4.01M +74,696 +95%
Charles Schwab
25
Charles Schwab
California
$7.22M -$983K -18,306 -12%

PKX Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in POSCO (PKX) for Q4 2016, worth a combined $947M — down 2.6% from $973M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PKX positions and 22 closed out — a net gain of 13 holders — while 45 added to existing stakes and 58 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $60.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $65.3M sold.

  • 159 institutional investors held POSCO (PKX) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $947M of POSCO stock for Q4 2016, down 2.6% quarter-over-quarter.
  • 35 funds opened new POSCO positions in Q4 2016 and 22 closed out, a net change of +13 holders.
  • The largest POSCO buyer in Q4 2016 was Allianz Asset Management, an estimated $60.3M added.
  • The largest POSCO seller in Q4 2016 was Arrowstreet Capital, an estimated $65.3M sold.

Based on aggregated 13F filings for Q4 2016.