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West Fraser Timber

208 hedge funds and large institutions have $3.06B invested in West Fraser Timber in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $31M | Put options by funds: $7.92M

31% more capital invested

Capital invested by funds: $2.34B → $3.06B (+$721M)

2.08% more ownership

Funds ownership: 38.05%40.12% (+2.1%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding

Funds holding: 207208 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 95

Holders
208
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
65
Reduced
95
Closed
22
Calls
$31M
Puts
$7.92M
Net Calls
+$23.1M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$363M +$86M +1,004,125 +37%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$289M -$8.03M -93,658 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$276M +$2.23M +25,965 +0.9%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$221M +$3.65M +42,547 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$141M +$22.8M +266,298 +23%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$135M +$25.3M +295,816 +27%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$116M +$17.3M +201,353 +20%
LBA
8
Letko, Brosseau & Associates
Quebec, Canada
$111M +$522K +6,090 +0.5%
Pictet Asset Management
9
Pictet Asset Management
Switzerland
$110M -$16.4M -190,821 -15%
Norges Bank
10
Norges Bank
Norway
$92.7M
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$91.4M +$21.8M +254,220 +37%
VLKIM
12
Van Lanschot Kempen Investment Management
Netherlands
$83.3M -$5.17M -60,362 -9%
MNA
13
Manning & Napier Advisors
New York
$72.4M +$15.9M +185,685 +33%
Vontobel Holding
14
Vontobel Holding
Switzerland
$55.7M +$3.4M +39,651 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$49M -$3.7M -43,234 -8%
Goldman Sachs
16
Goldman Sachs
New York
$46M +$1.74M +20,355 +5%
RR
17
Robotti Robert
$32.2M -$31.1K -363 -0.1%
KL
18
KGH Ltd
Bahamas
$29.9M +$10.2M +119,548 +64%
Charles Schwab
19
Charles Schwab
California
$29.8M +$424K +4,945 +2%
Legal & General Group
20
Legal & General Group
United Kingdom
$26.8M +$1.2M +13,961 +5%
Cerity Partners
21
Cerity Partners
New York
$24.1M +$11.9M +138,871 +128%
JP Morgan Chase
22
JP Morgan Chase
New York
$24M -$5.73M -66,829 -21%
BlackRock
23
BlackRock
New York
$23.2M +$925K +10,796 +5%
HKAM
24
Horizon Kinetics Asset Management
New York
$23.1M -$20K -233 -0.1%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$22.5M +$1.26M +14,662 +7%

WFG Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q3 2024, worth a combined $3.06B — up 31% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WFG positions and 22 closed out — a net gain of 1 holder — while 65 added to existing stakes and 95 trimmed.

The largest buyer was Fidelity International, adding an estimated $86M. The largest seller was GRS Advisors, exiting entirely with an estimated $20.2M sold.

  • 208 institutional investors held West Fraser Timber (WFG) as of Q3 2024, up from 207 in Q2 2024.
  • Funds reported $3.06B of West Fraser Timber stock for Q3 2024, up 31% quarter-over-quarter.
  • 23 funds opened new West Fraser Timber positions in Q3 2024 and 22 closed out, a net change of +1 holder.
  • The largest West Fraser Timber buyer in Q3 2024 was Fidelity International, an estimated $86M added.
  • The largest West Fraser Timber seller in Q3 2024 was GRS Advisors, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2024.