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Weyerhaeuser

914 hedge funds and large institutions have $19.5B invested in Weyerhaeuser in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 322 increasing their positions, 343 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

3% more funds holding

Funds holding: 886914 (+28)

6% more call options, than puts

Call options by funds: $159M | Put options by funds: $150M

1% more capital invested

Capital invested by funds: $19.3B → $19.5B (+$203M)

0.46% less ownership

Funds ownership: 76.46%75.99% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 343

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

Holders
914
Holders Change
+28
Holders Change %
+3.16%
% of All Funds
22.79%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.62%
New
80
Increased
322
Reduced
343
Closed
46
Calls
$159M
Puts
$150M
Net Calls
+$8.57M
Net Calls Change
-$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CTI
676
Community Trust & Investment
Kentucky
$328K -$427 -13 -0.1%
LOAME
677
Lombard Odier Asset Management (Europe)
United Kingdom
$328K
TIM
678
Tortoise Investment Management
New York
$320K -$36.8K -1,120 -11%
BMM
679
Buffington Mohr McNeal
Idaho
$319K -$32.1K -979 -10%
AOWM
680
Alpha Omega Wealth Management
Virginia
$317K -$21K -640 -6%
SFG
681
Summit Financial Group
West Virginia
$316K -$16.6K -507 -5%
FFSOTS
682
Fiduciary Financial Services of The Southwest
Texas
$314K -$10.2K -310 -3%
GFPC
683
Global Financial Private Capital
Florida
$314K +$303K +9,236 New
CAM
684
Concorde Asset Management
Michigan
$313K +$4.07K +124 +1%
LIC
685
Lodestar Investment Counsel
Illinois
$312K
TPWA
686
TRUE Private Wealth Advisors
Oregon
$310K +$99 +3 +0%
WDA
687
Wendell David Associates
New Hampshire
$309K -$18.4K -560 -6%
SFS
688
Sowell Financial Services
Arkansas
$308K +$4.2K +128 +2%
CA
689
Cornerstone Advisors
North Carolina
$306K -$164K -5,000 -36%
SAM
690
Silvercrest Asset Management
New York
$303K
CA
691
Cambridge Advisors
Nebraska
$303K +$985 +30 +0.3%
SC
692
Saybrook Capital
North Carolina
$299K
BHWM
693
Bar Harbor Wealth Management
New Hampshire
$295K -$85.7K -2,610 -23%
SFP
694
Shepherd Financial Partners
Massachusetts
$295K +$197 +6 +0.1%
UBG
695
United Bank (Georgia)
Georgia
$294K +$1.87K +57 +0.7%
SCP
696
Syntal Capital Partners
Texas
$292K +$78.9K +2,404 +39%
ARTA
697
A.R.T. Advisors
New York
$292K +$282K +8,600 New
UAS
698
United Asset Strategies
New York
$287K -$17.4K -531 -6%
SSB
699
Sandy Spring Bank
Maryland
$285K -$74.7K -2,274 -21%
IIC
700
Ironwood Investment Counsel
Arizona
$284K

WY Hedge Fund Activity: Q3 2017 in Review

914 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q3 2017, worth a combined $19.5B — up 1.1% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WY positions and 46 closed out — a net gain of 34 holders — while 322 added to existing stakes and 343 trimmed.

The largest buyer was Barclays, adding an estimated $340M. The largest seller was Capital World Investors, cutting an estimated $233M.

  • 914 institutional investors held Weyerhaeuser (WY) as of Q3 2017, up from 886 in Q2 2017.
  • Funds reported $19.5B of Weyerhaeuser stock for Q3 2017, up 1.1% quarter-over-quarter.
  • 80 funds opened new Weyerhaeuser positions in Q3 2017 and 46 closed out, a net change of +34 holders.
  • The largest Weyerhaeuser buyer in Q3 2017 was Barclays, an estimated $340M added.
  • The largest Weyerhaeuser seller in Q3 2017 was Capital World Investors, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2017.