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West Fraser Timber

212 hedge funds and large institutions have $2.94B invested in West Fraser Timber in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

3.1% more ownership

Funds ownership: 40.12%43.22% (+3.1%)

2% more funds holding

Funds holding: 208212 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$119M)

44% less call options, than puts

Call options by funds: $6.83M | Put options by funds: $12.3M

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
82
Reduced
70
Closed
25
Calls
$6.83M
Puts
$12.3M
Net Calls
-$5.44M
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$437M +$124M +1,319,843 +35%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$258M +$821K +8,760 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$247M +$1.21M +12,874 +0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$187M +$73.1M +780,313 +56%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$186M -$13.9M -148,084 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$125M +$750 +8 +0%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$117M +$15.6M +166,351 +14%
LBA
8
Letko, Brosseau & Associates
Quebec, Canada
$96.2M -$2.27M -24,210 -2%
Pictet Asset Management
9
Pictet Asset Management
Switzerland
$91.7M -$6.07M -64,780 -6%
Norges Bank
10
Norges Bank
Norway
$81.6M -$827K -8,830 -0.9%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$80.2M -$1.2M -12,823 -1%
VLKIM
12
Van Lanschot Kempen Investment Management
Netherlands
$79.7M +$723K +7,712 +1%
MNA
13
Manning & Napier Advisors
New York
$73.8M +$10.3M +109,447 +15%
Vontobel Holding
14
Vontobel Holding
Switzerland
$52.6M +$3.36M +35,855 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$34.4M -$9.88M -105,467 -21%
RR
16
Robotti Robert
$28.6M +$36.5K +390 +0.1%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$28.6M +$9.41M +100,416 +44%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$27.5M +$11.2M +119,841 +61%
Bank of America
19
Bank of America
North Carolina
$27.3M +$19.7M +210,107 +200%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$26.4M +$6.87M +73,335 +31%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$26.4M +$12.1M +129,378 +74%
Charles Schwab
22
Charles Schwab
California
$26.3M -$154K -1,644 -0.5%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.5M +$10.2M +108,670 +59%
HKAM
24
Horizon Kinetics Asset Management
New York
$24.4M +$4.16M +44,424 +19%
BlackRock
25
BlackRock
New York
$24.1M +$3.77M +40,274 +17%

WFG Hedge Fund Activity: Q4 2024 in Review

212 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q4 2024, worth a combined $2.94B — down 3.9% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WFG positions and 25 closed out — a net gain of 7 holders — while 82 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity International, adding an estimated $124M. The largest seller was Goldman Sachs, cutting an estimated $23.3M.

  • 212 institutional investors held West Fraser Timber (WFG) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $2.94B of West Fraser Timber stock for Q4 2024, down 3.9% quarter-over-quarter.
  • 32 funds opened new West Fraser Timber positions in Q4 2024 and 25 closed out, a net change of +7 holders.
  • The largest West Fraser Timber buyer in Q4 2024 was Fidelity International, an estimated $124M added.
  • The largest West Fraser Timber seller in Q4 2024 was Goldman Sachs, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.