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Rayonier

289 hedge funds and large institutions have $2.36B invested in Rayonier in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 105 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $3.92M | Put options by funds: $1.92M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.89% more ownership

Funds ownership: 92.01%93.9% (+1.9%)

3% less funds holding

Funds holding: 298289 (-9)

12% less capital invested

Capital invested by funds: $2.7B → $2.36B (-$335M)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

28% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 105

Holders
289
Holders Change
-9
Holders Change %
-3.02%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
35
Increased
76
Reduced
105
Closed
41
Calls
$3.92M
Puts
$1.92M
Net Calls
+$2M
Net Calls Change
-$201K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$336M +$31M +1,434,218 +9%
JP Morgan Chase
2
JP Morgan Chase
New York
$254M +$8.95M +413,709 +3%
SAM
3
Southeastern Asset Management
Tennessee
$244M +$58M +2,681,169 +28%
Vanguard Group
4
Vanguard Group
Pennsylvania
$186M +$3.61M +167,032 +2%
TAM
5
Third Avenue Management
New York
$122M +$8.18M +377,954 +7%
BFA
6
BlackRock Fund Advisors
California
$119M -$3.52M -162,433 -3%
BIT
7
BlackRock Institutional Trust
California
$79.7M +$390K +18,028 +0.5%
Invesco
8
Invesco
Georgia
$79M -$4.47M -206,697 -5%
State Street
9
State Street
Massachusetts
$78.6M +$850K +39,278 +1%
SAMC
10
Shinko Asset Management Company
Japan
$77.7M -$3.96M -182,859 -4%
Ameriprise
11
Ameriprise
Minnesota
$72.2M +$449K +20,753 +0.6%
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$67.9M +$7.94M +366,742 +12%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$43.6M +$34.2M +1,581,802 +265%
MAMU
14
Marathon Asset Management (UK)
United Kingdom
$36.8M +$31.5M +1,453,577 +380%
CIM
15
Confluence Investment Management
Missouri
$34M +$1.55M +71,474 +4%
Norges Bank
16
Norges Bank
Norway
$32.9M +$5.21M +240,755 +17%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$32.5M +$114K +5,272 +0.3%
Northern Trust
18
Northern Trust
Illinois
$28.1M -$22.3K -1,030 -0.1%
Renaissance Technologies
19
Renaissance Technologies
New York
$24.4M -$3.22M -148,692 -11%
CS
20
Central Securities
New York
$17M -$718K -33,181 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$16.2M +$516K +23,842 +3%
Bank of America
22
Bank of America
North Carolina
$14.2M -$14.2M -657,196 -48%
BG
23
BlackRock Group
United Kingdom
$12.4M +$1.15M +53,323 +9%
PI
24
Putnam Investments
Massachusetts
$12.4M +$4.14M +191,457 +45%
Charles Schwab
25
Charles Schwab
California
$12.2M +$2.94M +136,044 +29%

RYN Hedge Fund Activity: Q3 2015 in Review

289 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Rayonier (RYN) for Q3 2015, worth a combined $2.36B — down 12% from $2.7B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RYN and 35 opened new positions — a net loss of 6 holders — while 105 trimmed existing stakes and 76 added.

The largest buyer was Southeastern Asset Management, adding an estimated $58M. The largest seller was Credit Suisse, cutting an estimated $41.3M.

  • 289 institutional investors held Rayonier (RYN) as of Q3 2015, down from 298 in Q2 2015.
  • Funds reported $2.36B of Rayonier stock for Q3 2015, down 12% quarter-over-quarter.
  • 35 funds opened new Rayonier positions in Q3 2015 and 41 closed out, a net change of -6 holders.
  • The largest Rayonier buyer in Q3 2015 was Southeastern Asset Management, an estimated $58M added.
  • The largest Rayonier seller in Q3 2015 was Credit Suisse, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2015.