Sylvamo
SLVM
365 hedge funds and large institutions have $1.77B invested in Sylvamo in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 92 increasing their positions, 94 reducing their positions, and 46 closing their positions.
82% more call options, than puts
Call options by funds: $6.5M | Put options by funds: $3.57M
57% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 46
36% more capital invested
Capital invested by funds: $1.3B → $1.77B (+$473M)
6% more funds holding
Funds holding: 343 → 365 (+22)
2% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 94
2.47% less ownership
Funds ownership: 86.83% → 84.36% (-2.5%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| 1 |
Royal London Asset Management
United Kingdom
|
+$17.6M |
| 2 |
Millennium Management
New York
|
+$12.5M |
| 3 |
Renaissance Technologies
New York
|
+$11.3M |
| 4 |
Two Sigma Advisers
New York
|
+$9.53M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$9.03M |
Top Sellers
| 1 |
MAP
Madison Avenue Partners
New York
|
-$62.6M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$28.6M |
| 3 |
NM
Newtyn Management
New York
|
-$14.9M |
| 4 |
AWAM
Appian Way Asset Management
New York
|
-$14.7M |
| 5 |
Goldman Sachs
New York
|
-$14.5M |
SLVM Hedge Fund Activity: Q4 2022 in Review
365 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sylvamo (SLVM) for Q4 2022, worth a combined $1.77B — up 36% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new SLVM positions and 46 closed out — a net gain of 26 holders — while 92 added to existing stakes and 94 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $17.6M. The largest seller was Madison Avenue Partners, cutting an estimated $62.6M.
- 365 institutional investors held Sylvamo (SLVM) as of Q4 2022, up from 343 in Q3 2022.
- Funds reported $1.77B of Sylvamo stock for Q4 2022, up 36% quarter-over-quarter.
- 72 funds opened new Sylvamo positions in Q4 2022 and 46 closed out, a net change of +26 holders.
- The largest Sylvamo buyer in Q4 2022 was Royal London Asset Management, an estimated $17.6M added.
- The largest Sylvamo seller in Q4 2022 was Madison Avenue Partners, an estimated $62.6M sold.
Based on aggregated 13F filings for Q4 2022.