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Weyerhaeuser

600 hedge funds and large institutions have $14.4B invested in Weyerhaeuser in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 212 increasing their positions, 228 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $154M | Put options by funds: $35.3M

44% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 52

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

11% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.44B)

3% more funds holding

Funds holding: 583600 (+17)

1.34% more ownership

Funds ownership: 82.39%83.74% (+1.3%)

7% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 228

Holders
600
Holders Change
+17
Holders Change %
+2.92%
% of All Funds
15.74%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
75
Increased
212
Reduced
228
Closed
52
Calls
$154M
Puts
$35.3M
Net Calls
+$118M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
PAIA
526
Park Avenue Institutional Advisers
New York
$99K -$3.47K -115 -3%
NCA
527
NCM Capital Advisers
North Carolina
$94K
AssetMark Inc
528
AssetMark Inc
California
$90K +$75.4K +2,498 +487%
BC
529
Bartlett & Co
Ohio
$83K
CAL
530
Capital Analysts LLC
Pennsylvania
$76.3K +$603 +20 +0.8%
ZB
531
Zions Bancorporation
Utah
$75K +$76.7K +2,543 +427%
GLI
532
Guardian Life Insurance
New York
$73K -$18K -596 -20%
PCTC
533
Perkins Coie Trust Company
Washington
$62K
GT
534
Glenmede Trust
Pennsylvania
$61K -$58.4K -1,935 -48%
ST
535
Smithfield Trust
Pennsylvania
$58K
AIM
536
Advantage Investment Management
Iowa
$58K +$37.7K +1,250 +184%
IWMPD
537
Integrated Wealth Management (Palm Desert)
California
$53K +$32.1K +1,063 +152%
FCM
538
Frontier Capital Management
Massachusetts
$51K -$10.5K -349 -17%
TCOV
539
Trust Company of Vermont
Vermont
$49K +$22.8K +755 +87%
TFO
540
Tarbox Family Office
California
$48K
MCM
541
Manchester Capital Management
Vermont
$47K
SNT
542
Security National Trust
West Virginia
$45K
AF
543
Allworth Financial
California
$44K
IPC
544
Independent Portfolio Consultants
Florida
$43K
WTB
545
Washington Trust Bank
Washington
$42K +$7.03K +233 +20%
WP
546
WealthPLAN Partners
Nebraska
$36K +$104K +3,455 New
WEC
547
Winslow Evans & Crocker
Massachusetts
$36K
TCM
548
Tradewinds Capital Management
Washington
$34K +$21.1K +700 +157%
MFW
549
Mosaic Family Wealth
Missouri
$34K +$34.5K +1,144 New
TRCT
550
Tower Research Capital (TRC)
New York
$33K +$32.8K +1,087 New

WY Hedge Fund Activity: Q4 2015 in Review

600 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q4 2015, worth a combined $14.4B — up 11% from $13B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new WY positions and 52 closed out — a net gain of 23 holders — while 212 added to existing stakes and 228 trimmed.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $123M. The largest seller was SG Americas Securities, cutting an estimated $141M.

  • 600 institutional investors held Weyerhaeuser (WY) as of Q4 2015, up from 583 in Q3 2015.
  • Funds reported $14.4B of Weyerhaeuser stock for Q4 2015, up 11% quarter-over-quarter.
  • 75 funds opened new Weyerhaeuser positions in Q4 2015 and 52 closed out, a net change of +23 holders.
  • The largest Weyerhaeuser buyer in Q4 2015 was CI Investments Inc, an estimated $123M added.
  • The largest Weyerhaeuser seller in Q4 2015 was SG Americas Securities, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2015.