Rayonier Advanced Materials
RYAM
171 hedge funds and large institutions have $590M invested in Rayonier Advanced Materials in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 25 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
124% more capital invested
Capital invested by funds: $264M → $590M (+$326M)
64% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 25
12.93% more ownership
Funds ownership: 66.73% → 79.67% (+13%)
8% more funds holding
Funds holding: 158 → 171 (+13)
5% more call options, than puts
Call options by funds: $17.7M | Put options by funds: $16.8M
14% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$29.4M |
| 2 |
AL
AIP LLC
New York
|
+$28.4M |
| 3 |
ICM
Irenic Capital Management
New York
|
+$12.2M |
| 4 |
SCM
SaddleRock Capital Management
New York
|
+$4.62M |
| 5 |
DDPIC
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$8.44M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.88M |
| 3 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$2.55M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$2.35M |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$2.04M |
RYAM Hedge Fund Activity: Q1 2026 in Review
171 institutional investors 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.