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Weyerhaeuser

821 hedge funds and large institutions have $9.82B invested in Weyerhaeuser in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 290 increasing their positions, 341 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $22.4M

0% more ownership

Funds ownership: 77.81%77.81% (+0%)

12% less funds holding

Funds holding: 934821 (-113)

15% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 341

44% less capital invested

Capital invested by funds: $17.5B → $9.82B (-$7.69B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

60% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 173

Holders
821
Holders Change
-113
Holders Change %
-12.1%
% of All Funds
18.09%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.15%
New
69
Increased
290
Reduced
341
Closed
173
Calls
$49.3M
Puts
$22.4M
Net Calls
+$27M
Net Calls Change
-$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
701
Tower Research Capital (TRC)
New York
$31K +$47.8K +1,818 New
LWM
702
Liberty Wealth Management
California
$30K -$7.92K -301 -15%
BWM
703
BerganKDV Wealth Management
Minnesota
$29K
MRCM
704
M&R Capital Management
New Jersey
$29K
WB
705
Webster Bank
Connecticut
$28K -$4.21K -160 -9%
LAS
706
Lloyd Advisory Services
Georgia
$28K
TL
707
TrueWealth LLC
Georgia
$27K -$53.3K -2,025 -56%
FPFS
708
First Personal Financial Services
North Carolina
$27K -$1.08K -41 -2%
EWM
709
EPG Wealth Management
Georgia
$27K -$947 -36 -2%
CB
710
Community Bank
New York
$27K
DOA
711
D'Orazio & Associates
Virginia
$27K
WB
712
West Bancorporation
Iowa
$27K
VLKIM
713
Van Lanschot Kempen Investment Management
Netherlands
$27K +$11.3K +428 +36%
BAM
714
Barrett Asset Management
New York
$26K
NFG
715
Next Financial Group
Texas
$26K +$15K +569 +60%
PK
716
Pflug Koory
Nebraska
$24K
OPS
717
Orion Portfolio Solutions
Nebraska
$23K -$21.2K -806 -37%
SCM
718
Silvant Capital Management
Georgia
$22K
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$1.92K +73 +6%
SIS
720
Sound Income Strategies
Florida
$21K +$32.7K +1,245 New
HWA
721
HHM Wealth Advisors
Tennessee
$21K +$32.9K +1,250 New
RCA
722
Ranch Capital Advisors
Florida
$20K -$26.9K -1,022 -46%
TWA
723
TCI Wealth Advisors
Arizona
$20K -$4.39K -167 -12%
EFSCE
724
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$1.34K -51 -4%
IRC
725
Investors Research Corp
Georgia
$20K

WY Hedge Fund Activity: Q1 2020 in Review

821 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q1 2020, worth a combined $9.82B — down 44% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 173 funds closed out of WY and 69 opened new positions — a net loss of 104 holders — while 341 trimmed existing stakes and 290 added.

The largest buyer was Fidelity Investments, adding an estimated $138M. The largest seller was Deutsche Bank, cutting an estimated $82M.

  • 821 institutional investors held Weyerhaeuser (WY) as of Q1 2020, down from 934 in Q4 2019.
  • Funds reported $9.82B of Weyerhaeuser stock for Q1 2020, down 44% quarter-over-quarter.
  • 69 funds opened new Weyerhaeuser positions in Q1 2020 and 173 closed out, a net change of -104 holders.
  • The largest Weyerhaeuser buyer in Q1 2020 was Fidelity Investments, an estimated $138M added.
  • The largest Weyerhaeuser seller in Q1 2020 was Deutsche Bank, an estimated $82M sold.

Based on aggregated 13F filings for Q1 2020.