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136 hedge funds and large institutions have $362M invested in POSCO in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

4.63% less ownership

Funds ownership: 17.33%12.7% (-4.6%)

11% less funds holding

Funds holding: 152136 (-16)

40% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 35

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

53% less capital invested

Capital invested by funds: $765M → $362M (-$403M)

95% less call options, than puts

Call options by funds: $85K | Put options by funds: $1.73M

Holders
136
Holders Change
-16
Holders Change %
-10.53%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
46
Reduced
34
Closed
35
Calls
$85K
Puts
$1.73M
Net Calls
-$1.64M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$77.4M -$12.1M -284,316 -11%
Northern Trust
2
Northern Trust
Illinois
$23M -$3.76M -88,211 -11%
PPA
3
Parametric Portfolio Associates
Washington
$22.4M +$3.84M +90,078 +15%
Morgan Stanley
4
Morgan Stanley
New York
$21.1M -$13M -304,579 -32%
UBS Group
5
UBS Group
Switzerland
$20.5M +$16.4M +384,915 +158%
BlackRock
6
BlackRock
New York
$19.8M -$7.47M -175,234 -22%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$19.8M -$11.3M -264,751 -30%
Vanguard Group
8
Vanguard Group
Pennsylvania
$16M -$287K -6,739 -1%
State Street
9
State Street
Massachusetts
$14.9M -$175K -4,100 -0.9%
AG
10
Aperio Group
California
$13.5M +$266K +6,236 +2%
Bank of America
11
Bank of America
North Carolina
$11.6M -$10.7M -251,072 -41%
CCM
12
Causeway Capital Management
California
$11.2M +$141K +3,300 +1%
Pzena Investment Management
13
Pzena Investment Management
New York
$9.58M +$4.42M +103,707 +55%
BIP
14
Brandes Investment Partners
California
$8.95M +$1.04M +24,439 +10%
EIP
15
Edgbaston Investment Partners
$6.22M +$827K +19,421 +11%
GP
16
Greenline Partners
New York
$5.49M +$1.37M +32,274 +24%
NIMC
17
NWQ Investment Management Company
California
$5.49M +$89.6K +2,103 +1%
Goldman Sachs
18
Goldman Sachs
New York
$5.2M -$1.64M -38,559 -19%
ClearBridge Investments
19
ClearBridge Investments
New York
$4.36M +$720K +16,901 +15%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$3.66M -$806K -18,922 -14%
TWI
21
Thomas White International
Illinois
$2.36M +$655K +15,376 +27%
BIM
22
Bogle Investment Management
Massachusetts
$2.15M +$348K +8,173 +14%
SCM
23
Segantii Capital Management
Hong Kong
$1.98M +$2.56M +60,002 New
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.98M +$1.01M +23,640 +62%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$1.83M +$12.8K +300 +0.5%

PKX Hedge Fund Activity: Q1 2020 in Review

136 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in POSCO (PKX) for Q1 2020, worth a combined $362M — down 53% from $765M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of PKX and 21 opened new positions — a net loss of 14 holders — while 34 trimmed existing stakes and 46 added.

The largest buyer was UBS Group, adding an estimated $16.4M. The largest seller was Sprucegrove Investment Management, exiting entirely with an estimated $148M sold.

  • 136 institutional investors held POSCO (PKX) as of Q1 2020, down from 152 in Q4 2019.
  • Funds reported $362M of POSCO stock for Q1 2020, down 53% quarter-over-quarter.
  • 21 funds opened new POSCO positions in Q1 2020 and 35 closed out, a net change of -14 holders.
  • The largest POSCO buyer in Q1 2020 was UBS Group, an estimated $16.4M added.
  • The largest POSCO seller in Q1 2020 was Sprucegrove Investment Management, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2020.