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176 hedge funds and large institutions have $767M invested in POSCO in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

10% more funds holding

Funds holding: 160176 (+16)

0.44% more ownership

Funds ownership: 8.64%9.08% (+0.44%)

3% less capital invested

Capital invested by funds: $790M → $767M (-$22.8M)

24% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $5.9M

40% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 70

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
+16
Holders Change %
+10%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
42
Reduced
70
Closed
21
Calls
$4.49M
Puts
$5.9M
Net Calls
-$1.41M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$116M -$3.22M -35,671 -3%
Morgan Stanley
2
Morgan Stanley
New York
$109M +$51M +565,172 +97%
State Street
3
State Street
Massachusetts
$83.2M +$3.58M +39,669 +5%
BlackRock
4
BlackRock
New York
$72.2M -$1.96M -21,679 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.3M -$747K -8,273 -2%
EDRH
6
Edmond de Rothschild Holding
Switzerland
$37M
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$34.3M +$5.16M +57,207 +19%
Vanguard Group
8
Vanguard Group
Pennsylvania
$30.9M -$66.2K -733 -0.2%
American Century Companies
9
American Century Companies
Missouri
$28.5M +$2.54M +28,131 +10%
Goldman Sachs
10
Goldman Sachs
New York
$24.7M +$37.4K +414 +0.2%
Northern Trust
11
Northern Trust
Illinois
$15.1M +$223K +2,467 +2%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$7.86M +$214K +2,368 +3%
VanEck Associates
13
VanEck Associates
New York
$7.11M -$465K -5,154 -6%
ACM
14
Altrius Capital Management
North Carolina
$6.19M +$854K +9,463 +17%
SCM
15
Segantii Capital Management
Hong Kong
$5.54M +$5.21M +57,700 New
GP
16
Greenline Partners
New York
$5.1M -$217K -2,405 -4%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$4.81M -$25.9K -287 -0.6%
OCBCO
18
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.15M -$252K -2,794 -6%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$4.04M -$3.25K -36 -0.1%
Bank of America
20
Bank of America
North Carolina
$3.82M -$760K -8,416 -17%
Creative Planning
21
Creative Planning
Kansas
$3.52M +$883K +9,778 +36%
DWA
22
Dorsey Wright & Associates
California
$3.5M -$254K -2,813 -7%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$3.45M -$507K -5,619 -13%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$3.38M
AAM
25
Advisors Asset Management
Colorado
$3.37M -$740K -8,195 -19%

PKX Hedge Fund Activity: Q4 2023 in Review

176 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in POSCO (PKX) for Q4 2023, worth a combined $767M — down 2.9% from $790M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PKX positions and 21 closed out — a net gain of 17 holders — while 42 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $22.4M.

  • 176 institutional investors held POSCO (PKX) as of Q4 2023, up from 160 in Q3 2023.
  • Funds reported $767M of POSCO stock for Q4 2023, down 2.9% quarter-over-quarter.
  • 38 funds opened new POSCO positions in Q4 2023 and 21 closed out, a net change of +17 holders.
  • The largest POSCO buyer in Q4 2023 was Morgan Stanley, an estimated $51M added.
  • The largest POSCO seller in Q4 2023 was BNP Paribas Financial Markets, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2023.