West Fraser Timber
182 hedge funds and large institutions have $4.95B invested in West Fraser Timber in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 24 closing their positions.
71% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 24
16% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 61
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
10% more funds holding
Funds holding: 166 → 182 (+16)
10% more call options, than puts
Call options by funds: $49.5M | Put options by funds: $45.2M
0.47% more ownership
Funds ownership: 56.78% → 57.25% (+0.47%)
2% less capital invested
Capital invested by funds: $5.04B → $4.95B (-$90M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$163M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$157M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$67.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$64.9M |
| 5 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$280M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$128M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$63.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$58.1M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$36.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$150K | -2,087 | Closed |
|
|
MFM
202
MD Financial Management
Ottawa,
Ontario, Canada
| – | -$39K | -549 | Closed |
|
|
EP
203
Eudaimonia Partners
Winchester,
Tennessee
| – | -$7K | -100 | Closed |
|
|
CFGS
204
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$7.45K | -97 | Closed |
|
|
S
205
SignatureFD
Atlanta,
Georgia
| – | -$1K | -20 | Closed |
|
|
SFS
206
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1K | -8 | Closed |
|
WFG Hedge Fund Activity: Q2 2021 in Review
182 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q2 2021, worth a combined $4.95B — down 1.8% from $5.04B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new WFG positions and 24 closed out — a net gain of 17 holders — while 71 added to existing stakes and 61 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $163M. The largest seller was Brookfield Corp, cutting an estimated $280M.
- 182 institutional investors held West Fraser Timber (WFG) as of Q2 2021, up from 166 in Q1 2021.
- Funds reported $4.95B of West Fraser Timber stock for Q2 2021, down 1.8% quarter-over-quarter.
- 41 funds opened new West Fraser Timber positions in Q2 2021 and 24 closed out, a net change of +17 holders.
- The largest West Fraser Timber buyer in Q2 2021 was Fidelity Investments, an estimated $163M added.
- The largest West Fraser Timber seller in Q2 2021 was Brookfield Corp, an estimated $280M sold.
Based on aggregated 13F filings for Q2 2021.