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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
CIC
501
Cornercap Investment Counsel
Georgia
$584K
JWCA
502
J.W. Cole Advisors
Florida
$576K -$2.02K -64 -0.3%
RSWM
503
Robertson Stephens Wealth Management
California
$575K +$6.71K +213 +1%
1WA
504
180 Wealth Advisors
Washington
$575K +$30K +952 +5%
IWC
505
Integrated Wealth Concepts
Massachusetts
$572K +$286K +9,072 +92%
SI
506
Stephens Inc
Arkansas
$571K -$207K -6,577 -26%
SCA
507
Snowden Capital Advisors
New York
$570K +$96.3K +3,055 +19%
CT
508
Caldwell Trust
Florida
$564K -$11.8K -375 -2%
SMC
509
Smith, Moore & Co
Missouri
$564K +$21.4K +679 +4%
FBT
510
First Bankers Trust
Kentucky
$558K
STAS
511
Strong Tower Advisory Services
Minnesota
$555K +$32.8K +1,039 +6%
MHIC
512
Marble Harbor Investment Counsel
Massachusetts
$555K
PI
513
PEAK6 Investments
Illinois
$551K +$576K +18,277 New
JF
514
Jump Financial
Illinois
$542K +$567K +18,000 New
VFA
515
Values First Advisors
Tennessee
$539K +$34.8K +1,104 +7%
ISL
516
Ingalls & Snyder LLC
New York
$537K -$51.6K -1,636 -8%
CCM
517
Coldstream Capital Management
Washington
$533K +$245K +7,780 +78%
KS
518
Karpas Strategies
Connecticut
$533K +$630 +20 +0.1%
KMWM
519
Keudell/Morrison Wealth Management
Oregon
$530K -$70.5K -2,235 -11%
FC
520
FORA Capital
Florida
$523K +$547K +17,363 New
LFAS
521
Level Four Advisory Services
Texas
$521K -$391K -12,411 -42%
D.E. Shaw & Co
522
D.E. Shaw & Co
New York
$517K -$2.54M -80,487 -82%
V
523
Veritable
Delaware
$514K -$28.2K -896 -5%
USAA
524
United Services Automobile Association
Texas
$503K -$336K -10,660 -39%
LWAM
525
Legacy Wealth Asset Management
Minnesota
$501K -$8.38K -266 -2%

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.