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Weyerhaeuser

964 hedge funds and large institutions have $20.4B invested in Weyerhaeuser in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 346 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $86.8M | Put options by funds: $56.2M

1% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 84

0.56% more ownership

Funds ownership: 76.45%77.01% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

1% less funds holding

Funds holding: 971964 (-7)

2% less capital invested

Capital invested by funds: $20.8B → $20.4B (-$413M)

4% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 360

Holders
964
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
22.09%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
85
Increased
346
Reduced
360
Closed
84
Calls
$86.8M
Puts
$56.2M
Net Calls
+$30.6M
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
701
Summit Financial Group
West Virginia
$314K -$10.6K -300 -3%
CAM
702
Carret Asset Management
New York
$313K +$21.2K +600 +7%
BHWM
703
Bar Harbor Wealth Management
New Hampshire
$312K
SAM
704
Silvercrest Asset Management
New York
$311K
BSW
705
Buckingham Strategic Wealth
Missouri
$310K -$66K -1,869 -17%
PP
706
Palladium Partners
Virginia
$308K +$38.6K +1,095 +14%
SFP
707
Shepherd Financial Partners
Massachusetts
$304K +$212 +6 +0.1%
UAS
708
United Asset Strategies
New York
$302K +$7.13K +202 +2%
AOWM
709
Alpha Omega Wealth Management
Virginia
$301K -$14.1K -400 -4%
LOAME
710
Lombard Odier Asset Management (Europe)
United Kingdom
$298K -$22.2K -628 -7%
LP
711
LMR Partners
United Kingdom
$298K
HFA
712
HC Financial Advisors
California
$297K +$47.3K +1,340 +19%
WDA
713
Wendell David Associates
New Hampshire
$296K -$22.6K -640 -7%
CA
714
Cambridge Advisors
Nebraska
$296K -$16.6K -469 -5%
IIC
715
Ironwood Investment Counsel
Arizona
$292K
PCAP
716
Pratt Collard Advisory Partners
New York
$291K -$35.3K -1,000 -11%
VCA
717
Verdence Capital Advisors
Maryland
$291K +$10.2K +289 +4%
LCM
718
Leisure Capital Management
California
$287K +$290K +8,207 New
Bessemer Group
719
Bessemer Group
New Jersey
$285K
JIC
720
Joel Isaacson & Co
New York
$284K +$287K +8,123 New
FMBTD
721
First Midwest Bank Trust Division
Illinois
$282K +$285K +8,067 New
UBG
722
United Bank (Georgia)
Georgia
$281K -$15.8K -449 -5%
PL
723
Perpetual Ltd
Australia
$281K
GBBWRPM
724
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$280K +$282K +8,000 New
CIC
725
Carnegie Investment Counsel
Ohio
$278K +$45.5K +1,288 +20%

WY Hedge Fund Activity: Q1 2018 in Review

964 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q1 2018, worth a combined $20.4B — down 2% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WY positions and 84 closed out — a net gain of 1 holder — while 346 added to existing stakes and 360 trimmed.

The largest buyer was Vanguard Group, adding an estimated $624M. The largest seller was Balyasny Asset Management, cutting an estimated $150M.

  • 964 institutional investors held Weyerhaeuser (WY) as of Q1 2018, down from 971 in Q4 2017.
  • Funds reported $20.4B of Weyerhaeuser stock for Q1 2018, down 2% quarter-over-quarter.
  • 85 funds opened new Weyerhaeuser positions in Q1 2018 and 84 closed out, a net change of +1 holder.
  • The largest Weyerhaeuser buyer in Q1 2018 was Vanguard Group, an estimated $624M added.
  • The largest Weyerhaeuser seller in Q1 2018 was Balyasny Asset Management, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2018.