West Fraser Timber
202 hedge funds and large institutions have $3.97B invested in West Fraser Timber in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 35 closing their positions.
3% less funds holding
Funds holding: 209 → 202 (-7)
4.66% less ownership
Funds ownership: 51.01% → 46.35% (-4.7%)
14% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 35
23% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 84
24% less capital invested
Capital invested by funds: $5.22B → $3.97B (-$1.25B)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
85% less call options, than puts
Call options by funds: $12.1M | Put options by funds: $82.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$45M |
| 2 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$33.3M |
| 3 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$29M |
| 4 |
Morgan Stanley
New York
|
+$22.5M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$132M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$75.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$62M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$61.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$54M |
WFG Hedge Fund Activity: Q1 2022 in Review
202 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q1 2022, worth a combined $3.97B — down 24% from $5.22B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of WFG and 30 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 65 added.
The largest buyer was Scotia Capital, adding an estimated $45M. The largest seller was Fidelity International, cutting an estimated $132M.
- 202 institutional investors held West Fraser Timber (WFG) as of Q1 2022, down from 209 in Q4 2021.
- Funds reported $3.97B of West Fraser Timber stock for Q1 2022, down 24% quarter-over-quarter.
- 30 funds opened new West Fraser Timber positions in Q1 2022 and 35 closed out, a net change of -5 holders.
- The largest West Fraser Timber buyer in Q1 2022 was Scotia Capital, an estimated $45M added.
- The largest West Fraser Timber seller in Q1 2022 was Fidelity International, an estimated $132M sold.
Based on aggregated 13F filings for Q1 2022.