We are live on ! Find out more
WY icon

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
MIC
626
Means Investment Company
Maine
$344K -$10.4K -334 -3%
MHIC
627
Marble Harbor Investment Counsel
Massachusetts
$344K
PWAM
628
Pinnacle West Asset Management
Wyoming
$343K +$19.4K +625 +7%
CHP
629
Cable Hill Partners
Oregon
$342K
ITC
630
Inspire Trust Company
Nevada
$341K +$305K +9,800 New
TCM
631
Telos Capital Management
California
$339K -$7.16K -230 -2%
WPC
632
Waters Parkerson & Co
Louisiana
$338K
AAS
633
Avantax Advisory Services
Texas
$337K +$16.9K +544 +6%
BWP
634
Bernardo Wealth Planning
Pennsylvania
$336K +$59.2K +1,902 +25%
MWM
635
Modera Wealth Management
New Jersey
$335K -$8.46K -272 -3%
CTI
636
Community Trust & Investment
Kentucky
$335K
FIA
637
Foundations Investment Advisors
Arizona
$335K -$14.5K -467 -4%
WHG
638
Westwood Holdings Group
Texas
$334K
BP
639
BBR Partners
New York
$334K
EIG
640
Ellenbecker Investment Group
Wisconsin
$333K
CCWM
641
Cassaday & Co Wealth Management
Virginia
$333K
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$332K -$119K -3,828 -29%
P
643
Pitcairn
Pennsylvania
$329K -$247K -7,940 -46%
TCOV
644
Trust Company of Vermont
Vermont
$329K -$38K -1,222 -11%
FCCM
645
First City Capital Management
Georgia
$327K
CGL
646
Clarius Group LLC
Washington
$326K -$17.1K -549 -6%
KIA
647
KCM Investment Advisors
California
$325K +$13.9K +448 +5%
VC
648
Vicus Capital
Pennsylvania
$325K -$12.1K -390 -4%
GHA
649
GW Henssler & Associates
Georgia
$324K -$190K -6,100 -40%
PAM
650
Peak Asset Management
Colorado
$322K

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.