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195 hedge funds and large institutions have $1.38B invested in POSCO in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 61

6% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $9.52M

4% more capital invested

Capital invested by funds: $1.33B → $1.38B (+$47.4M)

0.56% more ownership

Funds ownership: 19.5%20.06% (+0.56%)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

1% less funds holding

Funds holding: 197195 (-2)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
195
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
4.47%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
32
Increased
71
Reduced
61
Closed
33
Calls
$10.1M
Puts
$9.52M
Net Calls
+$612K
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$237M -$1.98M -23,468 -0.8%
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$233M -$34M -403,400 -12%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$81.6M -$15.1M -178,965 -15%
Northern Trust
4
Northern Trust
Illinois
$52.9M +$3.24M +38,352 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$51.4M -$4.13M -48,967 -7%
Morgan Stanley
6
Morgan Stanley
New York
$42.1M -$9.17M -108,662 -17%
State Street
7
State Street
Massachusetts
$38.1M +$1.06M +12,521 +3%
UBS AM
8
UBS AM
Illinois
$36.1M +$34.8M +412,142 +914%
Bank of America
9
Bank of America
North Carolina
$33.6M +$10M +119,051 +39%
BlackRock
10
BlackRock
New York
$32M +$9.19M +109,002 +37%
CCM
11
Causeway Capital Management
California
$27.9M -$243K -2,886 -0.8%
PPA
12
Parametric Portfolio Associates
Washington
$24.6M +$1.01M +11,919 +4%
RCIM
13
Russell Clark Investment Management
United Kingdom
$23.7M +$6.25M +74,100 +33%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$23.5M +$24M +284,500 +2,062%
BIP
15
Brandes Investment Partners
California
$22.6M -$12.7M -150,510 -34%
AG
16
Aperio Group
California
$20.7M +$1.58M +18,745 +8%
Charles Schwab
17
Charles Schwab
California
$19.1M +$1.09M +12,867 +6%
NIMC
18
NWQ Investment Management Company
California
$16.5M -$1.03M -12,197 -6%
RI
19
RWWM Inc
California
$16.2M -$651K -7,719 -4%
FFH
20
Fairfax Financial Holdings
Ontario, Canada
$14.9M -$243K -2,879 -2%
Millennium Management
21
Millennium Management
New York
$14.4M +$15.4M +182,976 New
Allianz Asset Management
22
Allianz Asset Management
Germany
$13.8M -$10.9M -129,793 -43%
Goldman Sachs
23
Goldman Sachs
New York
$13.2M -$3.09M -36,635 -18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$13.1M +$11.5M +136,777 +469%
AssetMark Inc
25
AssetMark Inc
California
$12.8M -$8.36M -99,086 -38%

PKX Hedge Fund Activity: Q1 2018 in Review

195 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in POSCO (PKX) for Q1 2018, worth a combined $1.38B — up 3.6% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PKX and 32 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 71 added.

The largest buyer was UBS AM, adding an estimated $34.8M. The largest seller was Sprucegrove Investment Management, cutting an estimated $34M.

  • 195 institutional investors held POSCO (PKX) as of Q1 2018, down from 197 in Q4 2017.
  • Funds reported $1.38B of POSCO stock for Q1 2018, up 3.6% quarter-over-quarter.
  • 32 funds opened new POSCO positions in Q1 2018 and 33 closed out, a net change of -1 holder.
  • The largest POSCO buyer in Q1 2018 was UBS AM, an estimated $34.8M added.
  • The largest POSCO seller in Q1 2018 was Sprucegrove Investment Management, an estimated $34M sold.

Based on aggregated 13F filings for Q1 2018.