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Weyerhaeuser

790 hedge funds and large institutions have $13.3B invested in Weyerhaeuser in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 229 increasing their positions, 354 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

35% more capital invested

Capital invested by funds: $9.82B → $13.3B (+$3.47B)

1.57% more ownership

Funds ownership: 77.81%79.38% (+1.6%)

4% less funds holding

Funds holding: 821790 (-31)

24% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 106

28% less call options, than puts

Call options by funds: $60.7M | Put options by funds: $84.1M

35% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 354

Holders
790
Holders Change
-31
Holders Change %
-3.78%
% of All Funds
16.2%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
81
Increased
229
Reduced
354
Closed
106
Calls
$60.7M
Puts
$84.1M
Net Calls
-$23.4M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
701
Weaver Consulting Group
California
$22K
BBHC
702
Brown Brothers Harriman & Co
New York
$22K +$18.4K +908 +1,513%
CWC
703
Carolinas Wealth Consulting
North Carolina
$22K +$19.7K +973 New
FWM
704
Filbrandt Wealth Management
Wisconsin
$22K +$20K +988 New
CFO
705
CVA Family Office
Colorado
$22K +$20.2K +1,000 New
KWM
706
Keebeck Wealth Management
Illinois
$22K +$20.2K +1,000 New
AWM
707
Apollon Wealth Management
South Carolina
$21K +$18.5K +916 New
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.1K
BIMC
709
Benson Investment Management Company
Virginia
$20K
SBL
710
Sargent Bickham Lagudis
Colorado
$20K
MLFP
711
MPS Loria Financial Planners
Illinois
$20K +$17.6K +871 New
ME
712
McIlrath & Eck
Washington
$18K
RE
713
RBC Europe
United Kingdom
$17.1K
PMFA
714
Plante Moran Financial Advisors
Michigan
$17K
BWM
715
Baystate Wealth Management
Massachusetts
$16K
HGWM
716
Harvest Group Wealth Management
Massachusetts
$16K
WIM
717
Westside Investment Management
California
$15.8K
AF
718
Advisornet Financial
Minnesota
$15K -$26.2K -1,293 -66%
FP
719
Financial Perspectives
Minnesota
$13.3K
FHA
720
First Horizon Advisors
Tennessee
$13K
RTC
721
Riverview Trust Company
Washington
$13K
M
722
MOTCO
Texas
$13K +$10.5K +520 +788%
ADL
723
Asset Dedication LLC
California
$12K
VNA
724
Valley National Advisers
Pennsylvania
$12K
SWM
725
Sugarloaf Wealth Management
Georgia
$11K -$101 -5 -1%

WY Hedge Fund Activity: Q2 2020 in Review

790 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q2 2020, worth a combined $13.3B — up 35% from $9.82B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of WY and 81 opened new positions — a net loss of 25 holders — while 354 trimmed existing stakes and 229 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $371M. The largest seller was First Eagle Investment Management, cutting an estimated $218M.

  • 790 institutional investors held Weyerhaeuser (WY) as of Q2 2020, down from 821 in Q1 2020.
  • Funds reported $13.3B of Weyerhaeuser stock for Q2 2020, up 35% quarter-over-quarter.
  • 81 funds opened new Weyerhaeuser positions in Q2 2020 and 106 closed out, a net change of -25 holders.
  • The largest Weyerhaeuser buyer in Q2 2020 was T. Rowe Price Associates, an estimated $371M added.
  • The largest Weyerhaeuser seller in Q2 2020 was First Eagle Investment Management, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2020.