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Weyerhaeuser

619 hedge funds and large institutions have $15.1B invested in Weyerhaeuser in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 195 increasing their positions, 237 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 47

69% more call options, than puts

Call options by funds: $160M | Put options by funds: $94.4M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

6% more funds holding

Funds holding: 584619 (+35)

0.42% more ownership

Funds ownership: 81.8%82.22% (+0.42%)

5% less capital invested

Capital invested by funds: $15.9B → $15.1B (-$826M)

18% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 237

Holders
619
Holders Change
+35
Holders Change %
+5.99%
% of All Funds
17.97%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.58%
New
87
Increased
195
Reduced
237
Closed
47
Calls
$160M
Puts
$94.4M
Net Calls
+$65.4M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Systematic Financial Management
New Jersey
$116M +$108M +3,611,157 +4,815%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$116M -$10.6M -353,181 -9%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$115M -$553K -18,495 -0.5%
IAM
29
Impala Asset Management
Florida
$108M +$3.75M +125,424 +4%
SP
30
Sarasin & Partners
United Kingdom
$103M -$91.4M -3,055,700 -48%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$91.5M +$49.9M +1,666,200 +135%
CRM
32
Cramer Rosenthal McGlynn
Connecticut
$89.9M +$85.2M +2,848,110 New
Deutsche Bank
33
Deutsche Bank
Germany
$89.9M +$5.67M +189,478 +7%
Legal & General Group
34
Legal & General Group
United Kingdom
$89.6M +$1.94M +64,982 +2%
CIMLRA
35
CBRE Investment Management Listed Real Assets
Pennsylvania
$86.9M -$18.4M -615,940 -18%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$82.9M -$2.4M -80,350 -3%
Goldman Sachs
37
Goldman Sachs
New York
$79.7M -$44.7M -1,492,850 -37%
UIM
38
USS Investment Management
United Kingdom
$75.7M
CLG
39
Cooperman Leon G
$75.6M +$71.7M +2,396,203 New
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$75M +$299K +10,002 +0.4%
Wells Fargo
41
Wells Fargo
California
$74.8M +$25.6M +855,600 +57%
SONJCPFA
42
State of New Jersey Common Pension Fund A
New Jersey
$70.1M -$11.4M -380,000 -15%
TCIM
43
TIAA CREF Investment Management
New York
$69.5M -$10.1M -336,783 -13%
Credit Agricole
44
Credit Agricole
France
$69.3M -$6.4M -213,832 -9%
TA
45
Teachers Advisors
New York
$68.9M -$3.31M -110,625 -5%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$67M +$2.58M +86,200 +4%
Ameriprise
47
Ameriprise
Minnesota
$67M -$5.15M -172,025 -7%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$65.1M +$9.06M +302,844 +17%
TAM
49
Tocqueville Asset Management
New York
$63.6M +$512K +17,128 +0.9%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$62.7M +$32.7M +1,091,459 +122%

WY Hedge Fund Activity: Q4 2013 in Review

619 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q4 2013, worth a combined $15.1B — down 5.2% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WY positions and 47 closed out — a net gain of 40 holders — while 195 added to existing stakes and 237 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $108M. The largest seller was Janus Henderson Investors US, cutting an estimated $176M.

  • 619 institutional investors held Weyerhaeuser (WY) as of Q4 2013, up from 584 in Q3 2013.
  • Funds reported $15.1B of Weyerhaeuser stock for Q4 2013, down 5.2% quarter-over-quarter.
  • 87 funds opened new Weyerhaeuser positions in Q4 2013 and 47 closed out, a net change of +40 holders.
  • The largest Weyerhaeuser buyer in Q4 2013 was Systematic Financial Management, an estimated $108M added.
  • The largest Weyerhaeuser seller in Q4 2013 was Janus Henderson Investors US, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2013.