West Fraser Timber
193 hedge funds and large institutions have $2.15B invested in West Fraser Timber in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 77 reducing their positions, and 28 closing their positions.
21% more call options, than puts
Call options by funds: $17.1M | Put options by funds: $14.1M
0.72% more ownership
Funds ownership: 35.78% → 36.5% (+0.72%)
1% more capital invested
Capital invested by funds: $2.13B → $2.15B (+$14.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 77
3% less funds holding
Funds holding: 199 → 193 (-6)
18% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.4M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$31.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$29.7M |
| 4 |
GAM
Goldentree Asset Management
New York
|
+$25.3M |
| 5 |
KL
KGH Ltd
Nassau,
Bahamas
|
+$8.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$46.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$18.1M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$12.4M |
| 4 |
SAM
Scopus Asset Management
New York
|
-$9.22M |
| 5 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$8.32M |
WFG Hedge Fund Activity: Q1 2023 in Review
193 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q1 2023, worth a combined $2.15B — up 0.67% from $2.13B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WFG and 23 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 71 added.
The largest buyer was Fidelity Investments, adding an estimated $42.4M. The largest seller was Norges Bank, cutting an estimated $46.3M.
- 193 institutional investors held West Fraser Timber (WFG) as of Q1 2023, down from 199 in Q4 2022.
- Funds reported $2.15B of West Fraser Timber stock for Q1 2023, up 0.67% quarter-over-quarter.
- 23 funds opened new West Fraser Timber positions in Q1 2023 and 28 closed out, a net change of -5 holders.
- The largest West Fraser Timber buyer in Q1 2023 was Fidelity Investments, an estimated $42.4M added.
- The largest West Fraser Timber seller in Q1 2023 was Norges Bank, an estimated $46.3M sold.
Based on aggregated 13F filings for Q1 2023.