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Weyerhaeuser

947 hedge funds and large institutions have $18.6B invested in Weyerhaeuser in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 308 increasing their positions, 381 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more call options, than puts

Call options by funds: $141M | Put options by funds: $19.5M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 70

0.17% more ownership

Funds ownership: 84.08%84.25% (+0.17%)

3% less capital invested

Capital invested by funds: $19.2B → $18.6B (-$613M)

1% less funds holding

Funds holding: 959947 (-12)

19% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 381

Holders
947
Holders Change
-12
Holders Change %
-1.25%
% of All Funds
15.09%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
74
Increased
308
Reduced
381
Closed
70
Calls
$141M
Puts
$19.5M
Net Calls
+$122M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
476
Hanson & Doremus Investment Management
Vermont
$671K -$125K -3,966 -15%
VI
477
Versor Investments
New York
$669K +$700K +22,200 New
Fisher Asset Management
478
Fisher Asset Management
Washington
$667K -$3.78K -120 -0.5%
HNB
479
Huntington National Bank
Ohio
$665K -$67.8K -2,152 -9%
FPF
480
First Pacific Financial
Washington
$660K -$14.8K -471 -2%
CWA
481
CM Wealth Advisors
Ohio
$650K +$702K +22,255 New
BRWA
482
B. Riley Wealth Advisors
Florida
$648K -$66.1K -2,096 -9%
Voloridge Investment Management
483
Voloridge Investment Management
Florida
$643K +$672K +21,331 New
KACA
484
Kayne Anderson Capital Advisors
California
$633K
FFG
485
Fortem Financial Group
California
$627K +$35.4K +1,122 +6%
OWA
486
One Wealth Advisors
California
$627K +$320K +10,162 +96%
AAM
487
Advisors Asset Management
Colorado
$619K -$204K -6,462 -24%
MWM
488
Mission Wealth Management
California
$618K -$1.35K -43 -0.2%
CFA
489
CWS Financial Advisors
Michigan
$616K -$45.3K -1,437 -7%
BIA
490
Beacon Investment Advisors
Maryland
$613K +$7.63K +242 +1%
PCS
491
Personal CFO Solutions
New Jersey
$606K -$14.5K -459 -2%
SIM
492
Sentry Investment Management
Wisconsin
$605K +$276K +8,757 +77%
MPAM
493
Murphy Pohlad Asset Management
Minnesota
$604K -$18.6K -590 -3%
BWM
494
Biltmore Wealth Management
Arizona
$603K +$4K +127 +0.6%
SC
495
Schulhoff & Co
Ohio
$601K
BAM
496
Belpointe Asset Management
Nevada
$598K +$15K +475 +2%
CC
497
Courier Capital
New York
$597K
SG
498
Somerset Group
Minnesota
$596K
LIMS
499
Lasalle Investment Management Securities
Maryland
$589K +$12.1K +383 +2%
MCM
500
Manchester Capital Management
Vermont
$586K +$3.97K +126 +0.7%

WY Hedge Fund Activity: Q1 2023 in Review

947 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q1 2023, worth a combined $18.6B — down 3.2% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WY positions and 70 closed out — a net gain of 4 holders — while 308 added to existing stakes and 381 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $342M. The largest seller was First Trust Advisors, cutting an estimated $173M.

  • 947 institutional investors held Weyerhaeuser (WY) as of Q1 2023, down from 959 in Q4 2022.
  • Funds reported $18.6B of Weyerhaeuser stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 74 funds opened new Weyerhaeuser positions in Q1 2023 and 70 closed out, a net change of +4 holders.
  • The largest Weyerhaeuser buyer in Q1 2023 was Wellington Management Group, an estimated $342M added.
  • The largest Weyerhaeuser seller in Q1 2023 was First Trust Advisors, an estimated $173M sold.

Based on aggregated 13F filings for Q1 2023.