Rayonier
450 hedge funds and large institutions have $5.39B invested in Rayonier in 2026 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 189 increasing their positions, 65 reducing their positions, and 57 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
191% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 65
165% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 57
63% more capital invested
Capital invested by funds: $3.32B → $5.39B (+$2.08B)
25% more funds holding
Funds holding: 360 → 450 (+90)
1% less call options, than puts
Call options by funds: $7.51M | Put options by funds: $7.56M
12.96% less ownership
Funds ownership: 99.49% → 86.53% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$299M |
| 2 |
Cohen & Steers
New York
|
+$179M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$138M |
| 4 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$112M |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$13.2M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$11.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$8.77M |
| 4 |
Two Sigma Investments
New York
|
-$8.01M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
-$7.37M |
RYN Hedge Fund Activity: Q1 2026 in Review
450 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Rayonier (RYN) for Q1 2026, worth a combined $5.39B — up 63% from $3.32B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new RYN positions and 57 closed out — a net gain of 94 holders — while 189 added to existing stakes and 65 trimmed.
The largest buyer was BlackRock, adding an estimated $299M. The largest seller was Victory Capital Management, cutting an estimated $13.2M.
- 450 institutional investors held Rayonier (RYN) as of Q1 2026, up from 360 in Q4 2025.
- Funds reported $5.39B of Rayonier stock for Q1 2026, up 63% quarter-over-quarter.
- 151 funds opened new Rayonier positions in Q1 2026 and 57 closed out, a net change of +94 holders.
- The largest Rayonier buyer in Q1 2026 was BlackRock, an estimated $299M added.
- The largest Rayonier seller in Q1 2026 was Victory Capital Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2026.