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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
CFFP
751
Center for Financial Planning
Michigan
$5K
FWM
752
Focused Wealth Management
New York
$5K
PA
753
Procyon Advisors
Connecticut
$5K +$809 +40 +22%
OSAM
754
O'Shaughnessy Asset Management
Connecticut
$5K +$1.98K +98 +92%
GWS
755
Glassman Wealth Services
Virginia
$5K +$2.31K +114 +115%
LAM
756
Lountzis Asset Management
Pennsylvania
$5K +$4.94K +244 New
TI
757
tru Independence
Oregon
$4.36K -$63.2K -3,125 -2%
GFPC
758
Global Financial Private Client
Florida
$4.08K
Cohen & Steers
759
Cohen & Steers
New York
$4K -$120M -5,922,286 -100%
SIS
760
Sound Income Strategies
Florida
$4K -$21.8K -1,075 -86%
CA
761
Clearstead Advisors
Ohio
$4K -$10.1K -500 -71%
TFO
762
Tarbox Family Office
California
$4K -$3.95K -195 -55%
LC
763
Lindbrook Capital
California
$4K -$3.83K -189 -55%
SIC
764
Salem Investment Counselors
North Carolina
$4K
SIAS
765
Shine Investment Advisory Services
Colorado
$4K
PCFFS
766
Pacific Center for Financial Services
California
$4K +$3.24K +160 New
THWM
767
Taylor Hoffman Wealth Management
Virginia
$4K +$3.24K +160 New
SQA
768
Simon Quick Advisors
New Jersey
$3K -$890 -44 -25%
CTB
769
Country Trust Bank
Illinois
$3K
PW
770
Price Wealth
Texas
$3K +$2.55K +126 New
EI
771
Ellevest Inc
New York
$3K +$2.95K +146 New
PFGIA
772
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$22.8K -1,126 -92%
BCA
773
Berman Capital Advisors
Georgia
$2K -$21.5K -1,062 -92%
FNBOSM
774
First National Bank of South Miami
Florida
$2K
SFA
775
Semmax Financial Advisors
North Carolina
$2K

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.