Sylvamo
SLVM
320 hedge funds and large institutions have $1.68B invested in Sylvamo in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 111 reducing their positions, and 64 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.08% less ownership
Funds ownership: 100.74% → 100.66% (-0.08%)
11% less funds holding
Funds holding: 359 → 320 (-39)
12% less capital invested
Capital invested by funds: $1.91B → $1.68B (-$233M)
25% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 111
26% less call options, than puts
Call options by funds: $1.89M | Put options by funds: $2.56M
47% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMU
Rokos Capital Management (UK)
London,
United Kingdom
|
+$12M |
| 2 |
JG
Jain Global
New York
|
+$8.23M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$7.9M |
| 4 |
BlackRock
New York
|
+$7.18M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$12.4M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$9.51M |
| 3 |
D.E. Shaw & Co
New York
|
-$7.64M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$5.04M |
| 5 |
DC
Dayah Capital
Stamford,
Connecticut
|
-$3.96M |
SLVM Hedge Fund Activity: Q1 2026 in Review
320 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Sylvamo (SLVM) for Q1 2026, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of SLVM and 34 opened new positions — a net loss of 30 holders — while 111 trimmed existing stakes and 83 added.
The largest buyer was Rokos Capital Management (UK), opening a new position worth an estimated $12M. The largest seller was UBS Group, cutting an estimated $12.4M.
- 320 institutional investors held Sylvamo (SLVM) as of Q1 2026, down from 359 in Q4 2025.
- Funds reported $1.68B of Sylvamo stock for Q1 2026, down 12% quarter-over-quarter.
- 34 funds opened new Sylvamo positions in Q1 2026 and 64 closed out, a net change of -30 holders.
- The largest Sylvamo buyer in Q1 2026 was Rokos Capital Management (UK), an estimated $12M added.
- The largest Sylvamo seller in Q1 2026 was UBS Group, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2026.