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Weyerhaeuser

993 hedge funds and large institutions have $21.5B invested in Weyerhaeuser in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 268 increasing their positions, 433 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $62.6M | Put options by funds: $29.5M

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

15% more capital invested

Capital invested by funds: $18.7B → $21.5B (+$2.77B)

3% more funds holding

Funds holding: 962993 (+31)

1.33% more ownership

Funds ownership: 83.36%84.69% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

38% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 433

Holders
993
Holders Change
+31
Holders Change %
+3.22%
% of All Funds
14.48%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
108
Increased
268
Reduced
433
Closed
65
Calls
$62.6M
Puts
$29.5M
Net Calls
+$33.1M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
526
FJ Investments
Utah
$624K +$559K +17,959 New
KS
527
Karpas Strategies
Connecticut
$617K +$560 +18 +0.1%
SCA
528
Snowden Capital Advisors
New York
$613K -$63.8K -2,051 -10%
Envestnet Portfolio Solutions
529
Envestnet Portfolio Solutions
Illinois
$610K -$550K -17,669 -50%
CC
530
Courier Capital
New York
$609K -$9.37K -301 -2%
ClearBridge Investments
531
ClearBridge Investments
New York
$608K +$3.11K +100 +0.6%
CT
532
Caldwell Trust
Florida
$608K -$12.4K -400 -2%
SFI
533
Siemens Fonds Invest
Germany
$607K +$83.7K +2,691 +18%
FSA
534
Financial Security Advisor
Virginia
$602K -$6.41K -206 -1%
ISL
535
Ingalls & Snyder LLC
New York
$601K -$53.4K -1,717 -9%
JFG
536
Jefferies Financial Group
New York
$599K +$536K +17,236 New
PA
537
Pinnacle Associates
New York
$598K +$135K +4,328 +34%
LWAM
538
Legacy Wealth Asset Management
Minnesota
$598K +$6.01K +193 +1%
SAS
539
Stelac Advisory Services
New York
$584K
WA
540
Wambolt & Associates
Colorado
$582K +$168K +5,385 +47%
BPWM
541
Badgley Phelps Wealth Managers
Washington
$582K +$520K +16,725 New
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$580K -$70.3K -2,260 -12%
VSQM
543
V-Square Quantitative Management
Illinois
$573K +$100K +3,215 +24%
DAM
544
Delta Asset Management
Tennessee
$572K -$5.57K -179 -1%
IFWM
545
Institute for Wealth Management
Colorado
$568K +$218 +7 +0%
VFA
546
Values First Advisors
Tennessee
$568K -$63.3K -2,034 -11%
KMWM
547
Keudell/Morrison Wealth Management
Oregon
$563K -$20.2K -648 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
548
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$561K -$81.8K -2,630 -14%
KA
549
Keene & Associates
Texas
$561K +$2.83K +91 +0.6%
JMFC
550
J.M. Forbes & Co
Massachusetts
$560K

WY Hedge Fund Activity: Q4 2023 in Review

993 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q4 2023, worth a combined $21.5B — up 15% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WY positions and 65 closed out — a net gain of 43 holders — while 268 added to existing stakes and 433 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $320M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $77.2M.

  • 993 institutional investors held Weyerhaeuser (WY) as of Q4 2023, up from 962 in Q3 2023.
  • Funds reported $21.5B of Weyerhaeuser stock for Q4 2023, up 15% quarter-over-quarter.
  • 108 funds opened new Weyerhaeuser positions in Q4 2023 and 65 closed out, a net change of +43 holders.
  • The largest Weyerhaeuser buyer in Q4 2023 was Wellington Management Group, an estimated $320M added.
  • The largest Weyerhaeuser seller in Q4 2023 was Skandinaviska Enskilda Banken (SEB), an estimated $77.2M sold.

Based on aggregated 13F filings for Q4 2023.