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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
AAS
651
Avantax Advisory Services
Texas
$291K -$17.5K -556 -5%
CTI
652
Community Trust & Investment
Kentucky
$290K
BP
653
BBR Partners
New York
$289K
EIG
654
Ellenbecker Investment Group
Wisconsin
$289K
CCWM
655
Cassaday & Co Wealth Management
Virginia
$289K
WI
656
Wahed Invest
New York
$286K -$1.99K -63 -0.7%
PAIM
657
Punch & Associates Investment Management
Minnesota
$286K -$6.1M -193,658 -95%
SC
658
Slow Capital
California
$282K +$32 +1 +0%
BC
659
Burney Company
Virginia
$281K -$385K -12,207 -57%
FPAS
660
Focus Partners Advisor Solutions
Missouri
$280K -$14.2K -450 -5%
PAM
661
Peak Asset Management
Colorado
$279K
KI
662
Kula Investments
Illinois
$277K +$290K +9,204 New
PHS
663
Pekin Hardy Strauss
Illinois
$277K -$36.3K -1,150 -11%
CPA
664
Court Place Advisors
Maryland
$276K -$1.58K -50 -0.5%
TYCC
665
Texas Yale Capital Corp
Florida
$276K
AIA
666
Armor Investment Advisors
North Carolina
$274K -$43.8K -1,388 -13%
Carson Wealth (CWM LLC)
667
Carson Wealth (CWM LLC)
Nebraska
$269K -$18.1K -574 -6%
CI
668
Cigna Investments
Connecticut
$269K -$8.01K -254 -3%
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$269K
BWM
670
BNC Wealth Management
Oregon
$268K +$315 +10 +0.1%
HPC
671
HM Payson & Co
Maine
$268K -$946 -30 -0.3%
AIMCA
672
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$268K +$281K +8,900 New
FMAEN1
673
Fund Management at Engine No 1
California
$268K +$24.8K +786 +10%
AIP
674
Ameritas Investment Partners
Nebraska
$268K
PMA
675
Prudent Man Advisors
Illinois
$267K

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.