Sylvamo
SLVM
347 hedge funds and large institutions have $1.15B invested in Sylvamo in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 68 increasing their positions, 99 reducing their positions, and 46 closing their positions.
70% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 46
19% more capital invested
Capital invested by funds: $960M → $1.15B (+$185M)
13.64% more ownership
Funds ownership: 65.62% → 79.26% (+14%)
8% more funds holding
Funds holding: 321 → 347 (+26)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
31% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 99
42% less call options, than puts
Call options by funds: $2.27M | Put options by funds: $3.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Atlas FRM
Greenwich,
Connecticut
|
+$173M |
| 2 |
BlackRock
New York
|
+$30.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$10.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.13M |
| 5 |
Morgan Stanley
New York
|
+$9.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$7.92M |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$7.58M |
| 3 |
Goldman Sachs
New York
|
-$7.24M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$6.32M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$6.01M |
SLVM Hedge Fund Activity: Q2 2022 in Review
347 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sylvamo (SLVM) for Q2 2022, worth a combined $1.15B — up 19% from $960M a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SLVM positions and 46 closed out — a net gain of 32 holders — while 68 added to existing stakes and 99 trimmed.
The largest buyer was Atlas FRM, adding an estimated $173M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $7.92M.
- 347 institutional investors held Sylvamo (SLVM) as of Q2 2022, up from 321 in Q1 2022.
- Funds reported $1.15B of Sylvamo stock for Q2 2022, up 19% quarter-over-quarter.
- 78 funds opened new Sylvamo positions in Q2 2022 and 46 closed out, a net change of +32 holders.
- The largest Sylvamo buyer in Q2 2022 was Atlas FRM, an estimated $173M added.
- The largest Sylvamo seller in Q2 2022 was Pictet Asset Management (Switzerland), an estimated $7.92M sold.
Based on aggregated 13F filings for Q2 2022.