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Rayonier Advanced Materials

199 hedge funds and large institutions have $654M invested in Rayonier Advanced Materials in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $518M → $654M (+$135M)

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

6.7% more ownership

Funds ownership: 89.36%96.05% (+6.7%)

3% more funds holding

Funds holding: 193199 (+6)

8% more call options, than puts

Call options by funds: $5.06M | Put options by funds: $4.67M

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

Holders
199
Holders Change
+6
Holders Change %
+3.11%
% of All Funds
4.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
62
Reduced
59
Closed
29
Calls
$5.06M
Puts
$4.67M
Net Calls
+$392K
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$99.1M -$8.44M -591,208 -9%
BlackRock
2
BlackRock
New York
$82.7M -$41.3K -2,891 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$61.2M +$10M +701,200 +22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24M +$1.66M +116,572 +8%
JP Morgan Chase
5
JP Morgan Chase
New York
$23M -$8.08M -566,016 -28%
ACM
6
Archer Capital Management
New York
$22.8M +$10M +702,149 +94%
SCM
7
Sterling Capital Management
North Carolina
$22.7M +$5.53M +387,674 +37%
Norges Bank
8
Norges Bank
Norway
$18.4M
State Street
9
State Street
Massachusetts
$17.8M +$806K +56,453 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13.6M +$792K +55,480 +7%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.6M +$152K +10,650 +1%
Northern Trust
12
Northern Trust
Illinois
$13.2M +$875K +61,255 +8%
HW
13
Hancock Whitney
Mississippi
$10.7M
Ameriprise
14
Ameriprise
Minnesota
$10M -$640K -44,835 -7%
RCMNY
15
Rubric Capital Management (New York)
New York
$9.95M +$9.04M +632,958 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.6M -$1.86M -130,253 -19%
Morgan Stanley
17
Morgan Stanley
New York
$6.52M +$2.47M +173,237 +72%
Millennium Management
18
Millennium Management
New York
$6.46M +$5.87M +411,011 New
Deutsche Bank
19
Deutsche Bank
Germany
$6.21M +$3.04M +212,756 +117%
MCM
20
Matarin Capital Management
New York
$5.99M +$5.44M +381,114 New
PAM
21
Panagora Asset Management
Massachusetts
$5.53M -$1.84M -128,776 -27%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.5M -$89K -6,233 -2%
CCMH
23
Cornerstone Capital Management Holdings
New York
$5.02M -$999K -70,000 -18%
PPA
24
Parametric Portfolio Associates
Washington
$4.62M +$357K +25,016 +9%
SIM
25
Spark Investment Management
New York
$4.49M +$567K +39,684 +16%

RYAM Hedge Fund Activity: Q2 2017 in Review

199 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Rayonier Advanced Materials (RYAM) for Q2 2017, worth a combined $654M — up 26% from $518M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RYAM positions and 29 closed out — a net gain of 6 holders — while 62 added to existing stakes and 59 trimmed.

The largest buyer was Archer Capital Management, adding an estimated $10M. The largest seller was Vanguard Group, cutting an estimated $8.44M.

  • 199 institutional investors held Rayonier Advanced Materials (RYAM) as of Q2 2017, up from 193 in Q1 2017.
  • Funds reported $654M of Rayonier Advanced Materials stock for Q2 2017, up 26% quarter-over-quarter.
  • 35 funds opened new Rayonier Advanced Materials positions in Q2 2017 and 29 closed out, a net change of +6 holders.
  • The largest Rayonier Advanced Materials buyer in Q2 2017 was Archer Capital Management, an estimated $10M added.
  • The largest Rayonier Advanced Materials seller in Q2 2017 was Vanguard Group, an estimated $8.44M sold.

Based on aggregated 13F filings for Q2 2017.