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Weyerhaeuser

947 hedge funds and large institutions have $18.6B invested in Weyerhaeuser in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 308 increasing their positions, 381 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more call options, than puts

Call options by funds: $141M | Put options by funds: $19.5M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 70

0.17% more ownership

Funds ownership: 84.08%84.25% (+0.17%)

3% less capital invested

Capital invested by funds: $19.2B → $18.6B (-$613M)

1% less funds holding

Funds holding: 959947 (-12)

19% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 381

Holders
947
Holders Change
-12
Holders Change %
-1.25%
% of All Funds
15.09%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
74
Increased
308
Reduced
381
Closed
70
Calls
$141M
Puts
$19.5M
Net Calls
+$122M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
701
Bernardo Wealth Planning
Pennsylvania
$232K
SS
702
Sunbelt Securities
Texas
$231K +$8.13K +258 +3%
QCM
703
Quantinno Capital Management
New York
$231K -$31.5K -1,000 -12%
IWM
704
IHT Wealth Management
Illinois
$230K +$33.4K +1,061 +16%
BTI
705
Blue Trust Inc
Georgia
$229K -$4.76K -151 -2%
LWM
706
Lyell Wealth Management
California
$228K -$49K -1,555 -17%
PNC
707
Park National Corp
Ohio
$227K +$238K +7,543 New
IFG
708
Independent Financial Group
California
$227K +$32.2K +1,020 +16%
WA
709
Wambolt & Associates
Colorado
$226K +$21.3K +675 +10%
IAA
710
Independent Advisor Alliance
North Carolina
$225K +$235K +7,455 New
CAM
711
Cresset Asset Management
Illinois
$224K +$234K +7,430 New
WTA
712
Washington Trust Advisors
Massachusetts
$224K -$12.9K -408 -5%
ICG
713
InterOcean Capital Group
Tennessee
$223K +$12.5K +398 +6%
JWM
714
JGP Wealth Management
Oregon
$223K +$347 +11 +0.1%
PCM
715
Penserra Capital Management
California
$223K -$5.96K -189 -2%
BC
716
Bartlett & Co
Ohio
$221K +$50.4K +1,600 +28%
BCWM
717
Bartlett & Co Wealth Management
Ohio
$221K +$50.4K +1,600 +28%
USCWA
718
U.S. Capital Wealth Advisors
Texas
$219K +$13K +411 +6%
EWA
719
Etesian Wealth Advisors
Oregon
$217K
DAM
720
Derbend Asset Management
Georgia
$217K +$5.86K +186 +3%
MAM
721
MMA Asset Management
Pennsylvania
$216K
SWM
722
Spire Wealth Management
Virginia
$215K +$3.5K +111 +2%
CIAS
723
Capital Investment Advisory Services
North Carolina
$213K
MYAM
724
Meiji Yasuda Asset Management
Japan
$210K -$12K -380 -5%
TTWM
725
TCV Trust & Wealth Management
Virginia
$209K -$1.58K -50 -0.7%

WY Hedge Fund Activity: Q1 2023 in Review

947 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q1 2023, worth a combined $18.6B — down 3.2% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WY positions and 70 closed out — a net gain of 4 holders — while 308 added to existing stakes and 381 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $342M. The largest seller was First Trust Advisors, cutting an estimated $173M.

  • 947 institutional investors held Weyerhaeuser (WY) as of Q1 2023, down from 959 in Q4 2022.
  • Funds reported $18.6B of Weyerhaeuser stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 74 funds opened new Weyerhaeuser positions in Q1 2023 and 70 closed out, a net change of +4 holders.
  • The largest Weyerhaeuser buyer in Q1 2023 was Wellington Management Group, an estimated $342M added.
  • The largest Weyerhaeuser seller in Q1 2023 was First Trust Advisors, an estimated $173M sold.

Based on aggregated 13F filings for Q1 2023.