Guru Ownership Trend
Guru Analysis for International Paper Company (IP)
International Paper Company (IP), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $276.29 M.
Top institutional holders include Diamond Hill Capital and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $20.51 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Louis Moore Bacon reduced exposure by 89.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.21% | Add 3.0% | 5,485,778 | $254.54 M | Q3 2025 | |
| 0.06% | New Buy | 752,039 | $34.89 M | Q3 2025 | |
| 0.00% | Reduce -0.3% | 168,763 | $7.73 M | Q3 2025 | |
| 0.02% | Reduce -23.4% | 90,872 | $4.22 M | Q3 2025 | |
| 0.03% | Reduce -89.0% | 52,285 | $2.43 M | Q3 2025 | |
| 0.00% | 28,500 | $1.32 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for International Paper Company (IP)
Major holders include Diamond Hill Capital ($254.54 M), Steven Cohen ($34.89 M), Cliff Asness ($7.73 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 6.58 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.51 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited IP. The total reported sell value was $21.88 M.
Yes, 1 managers opened new positions in IP, and 1 increased their existing holdings. The total reported buy value was $42.39 M.