We are live on ! Find out more
WY icon

Weyerhaeuser

820 hedge funds and large institutions have $17.2B invested in Weyerhaeuser in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 362 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $489M | Put options by funds: $108M

53% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

30% more capital invested

Capital invested by funds: $13.3B → $17.2B (+$3.93B)

4% more funds holding

Funds holding: 790820 (+30)

1.65% more ownership

Funds ownership: 79.38%81.02% (+1.6%)

43% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 362

Holders
820
Holders Change
+30
Holders Change %
+3.8%
% of All Funds
16.55%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
101
Increased
207
Reduced
362
Closed
66
Calls
$489M
Puts
$108M
Net Calls
+$380M
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
676
Founders Financial Alliance
North Carolina
$114K +$111K +4,026 New
PP
677
Paloma Partners
Connecticut
$108K -$1.75M -63,797 -94%
CIM
678
Centersquare Investment Management
Pennsylvania
$105K +$61K +2,223 +153%
CHAM
679
Clear Harbor Asset Management
Connecticut
$104K +$100K +3,645 New
CMBA
680
C.M. Bidwell & Associates
Hawaii
$103K -$241K -8,779 -71%
CAL
681
Capital Analysts LLC
Pennsylvania
$102K +$10.8K +394 +12%
SWA
682
Sutton Wealth Advisors
Florida
$100K
Carson Wealth (CWM LLC)
683
Carson Wealth (CWM LLC)
Nebraska
$98K
PFWA
684
Paces Ferry Wealth Advisors
Georgia
$94K +$90.2K +3,286 New
AWM
685
Adams Wealth Management
Utah
$89K +$86.1K +3,137 New
QCG
686
Quadrant Capital Group
Ohio
$87K +$45.3K +1,649 +118%
CPA
687
Cowen Prime Advisors
New York
$86K +$82.4K +3,000 New
TCM
688
Tradewinds Capital Management
Washington
$83K -$3.52K -128 -4%
BCM
689
Bourgeon Capital Management
Connecticut
$82K -$7.17M -260,971 -99%
VFA
690
Valeo Financial Advisors
Indiana
$82K +$4.72K +172 +6%
BAM
691
Bellevue Asset Management
Washington
$78K
ST
692
Smithfield Trust
Pennsylvania
$78K +$961 +35 +1%
PCTC
693
Perkins Coie Trust Company
Washington
$76K
CMA
694
Cedar Mountain Advisors
Oregon
$74K
CWC
695
Carolinas Wealth Consulting
North Carolina
$72K +$42.1K +1,534 +158%
AAM
696
Advisors Asset Management
Colorado
$68K +$1.56K +57 +2%
NNP
697
Nachman Norwood & Parrott
South Carolina
$68K +$65.7K +2,394 New
HIA
698
Harbor Investment Advisory
Maryland
$65K
S
699
SignatureFD
Georgia
$63K -$1.87K -68 -3%
TIM
700
Tortoise Investment Management
New York
$62K

WY Hedge Fund Activity: Q3 2020 in Review

820 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q3 2020, worth a combined $17.2B — up 30% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WY positions and 66 closed out — a net gain of 35 holders — while 207 added to existing stakes and 362 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $623M. The largest seller was Invesco, cutting an estimated $176M.

  • 820 institutional investors held Weyerhaeuser (WY) as of Q3 2020, up from 790 in Q2 2020.
  • Funds reported $17.2B of Weyerhaeuser stock for Q3 2020, up 30% quarter-over-quarter.
  • 101 funds opened new Weyerhaeuser positions in Q3 2020 and 66 closed out, a net change of +35 holders.
  • The largest Weyerhaeuser buyer in Q3 2020 was Cohen & Steers, an estimated $623M added.
  • The largest Weyerhaeuser seller in Q3 2020 was Invesco, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2020.