Rayonier Advanced Materials

RYAM

Market cap $555M

RYAM Hedge Fund Activity: Q1 2026 in Review

171 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Rayonier Advanced Materials (RYAM) for Q1 2026, worth a combined $590M — up 124% from $264M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RYAM positions and 25 closed out — a net gain of 16 holders — while 42 added to existing stakes and 49 trimmed.

The largest buyer was Maple Rock Capital Partners, opening a new position worth an estimated $29.4M. The largest seller was Millennium Management, cutting an estimated $8.44M.

• 171 institutional investors held Rayonier Advanced Materials (RYAM) as of Q1 2026, up from 158 in Q4 2025.
• Funds reported $590M of Rayonier Advanced Materials stock for Q1 2026, up 124% quarter-over-quarter.
• 41 funds opened new Rayonier Advanced Materials positions in Q1 2026 and 25 closed out, a net change of +16 holders.
• The largest Rayonier Advanced Materials buyer in Q1 2026 was Maple Rock Capital Partners, an estimated $29.4M added.
• The largest Rayonier Advanced Materials seller in Q1 2026 was Millennium Management, an estimated $8.44M sold.

Based on aggregated 13F filings for Q1 2026.