Sylvamo
SLVM
321 hedge funds and large institutions have $960M invested in Sylvamo in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 64 increasing their positions, 117 reducing their positions, and 108 closing their positions.
26% more capital invested
Capital invested by funds: $764M → $960M (+$196M)
3.64% more ownership
Funds ownership: 61.98% → 65.62% (+3.6%)
2% more call options, than puts
Call options by funds: $7.16M | Put options by funds: $7.03M
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
15% less funds holding
Funds holding: 378 → 321 (-57)
45% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 117
47% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 108
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$69.4M |
| 2 |
CAC
Cowen and Company
New York
|
+$64.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.7M |
| 4 |
AF
Atlas FRM
Greenwich,
Connecticut
|
+$15.3M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$13.1M |
Top Sellers
| 1 |
MAP
Madison Avenue Partners
New York
|
-$25.8M |
| 2 |
AWAM
Appian Way Asset Management
New York
|
-$23M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$13.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.3M |
| 5 |
JGC
J. Goldman & Co
New York
|
-$9.97M |
SLVM Hedge Fund Activity: Q1 2022 in Review
321 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sylvamo (SLVM) for Q1 2022, worth a combined $960M — up 26% from $764M a quarter earlier.
Sellers outnumbered buyers: 108 funds closed out of SLVM and 57 opened new positions — a net loss of 51 holders — while 117 trimmed existing stakes and 64 added.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $69.4M. The largest seller was Madison Avenue Partners, cutting an estimated $25.8M.
- 321 institutional investors held Sylvamo (SLVM) as of Q1 2022, down from 378 in Q4 2021.
- Funds reported $960M of Sylvamo stock for Q1 2022, up 26% quarter-over-quarter.
- 57 funds opened new Sylvamo positions in Q1 2022 and 108 closed out, a net change of -51 holders.
- The largest Sylvamo buyer in Q1 2022 was First Trust Advisors, an estimated $69.4M added.
- The largest Sylvamo seller in Q1 2022 was Madison Avenue Partners, an estimated $25.8M sold.
Based on aggregated 13F filings for Q1 2022.