West Fraser Timber
198 hedge funds and large institutions have $5.28B invested in West Fraser Timber in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 24 closing their positions.
79% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 24
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
23% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 61
9% more funds holding
Funds holding: 182 → 198 (+16)
7% more capital invested
Capital invested by funds: $4.95B → $5.28B (+$329M)
1.29% more ownership
Funds ownership: 57.25% → 58.54% (+1.3%)
14% less call options, than puts
Call options by funds: $48.9M | Put options by funds: $57.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$119M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$33.4M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$32.8M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$24M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$384M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$94.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.4M |
| 4 |
AC
Addenda Capital
Montreal,
Quebec, Canada
|
-$51.4M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$47.8M |
WFG Hedge Fund Activity: Q3 2021 in Review
198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q3 2021, worth a combined $5.28B — up 6.7% from $4.95B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new WFG positions and 24 closed out — a net gain of 19 holders — while 75 added to existing stakes and 61 trimmed.
The largest buyer was British Columbia Investment Management, adding an estimated $119M. The largest seller was Brookfield Corp, cutting an estimated $384M.
- 198 institutional investors held West Fraser Timber (WFG) as of Q3 2021, up from 182 in Q2 2021.
- Funds reported $5.28B of West Fraser Timber stock for Q3 2021, up 6.7% quarter-over-quarter.
- 43 funds opened new West Fraser Timber positions in Q3 2021 and 24 closed out, a net change of +19 holders.
- The largest West Fraser Timber buyer in Q3 2021 was British Columbia Investment Management, an estimated $119M added.
- The largest West Fraser Timber seller in Q3 2021 was Brookfield Corp, an estimated $384M sold.
Based on aggregated 13F filings for Q3 2021.