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Weyerhaeuser

920 hedge funds and large institutions have $21.5B invested in Weyerhaeuser in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 347 increasing their positions, 297 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 297

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 83

0.12% more ownership

Funds ownership: 83.27%83.39% (+0.12%)

0% less funds holding

Funds holding: 923920 (-3)

2% less capital invested

Capital invested by funds: $22.1B → $21.5B (-$538M)

9% less call options, than puts

Call options by funds: $158M | Put options by funds: $174M

Holders
920
Holders Change
-3
Holders Change %
-0.33%
% of All Funds
16.01%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
86
Increased
347
Reduced
297
Closed
83
Calls
$158M
Puts
$174M
Net Calls
-$15.1M
Net Calls Change
-$86.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
751
FORA Capital
Florida
$193K +$208K +5,613 New
GC
752
Grace Capital
Massachusetts
$189K -$51.9K -1,400 -20%
PMAS
753
PNC Managed Account Solutions
Texas
$189K +$204K +5,493 New
HBT
754
Hills Bank & Trust
Iowa
$186K
PFSC
755
Peoples Financial Services Corp
Pennsylvania
$177K -$20.4K -550 -10%
CYG
756
Clean Yield Group
Vermont
$169K +$182K +4,896 New
SC
757
Sawyer & Company
Massachusetts
$165K -$43.6K -1,176 -20%
SFO
758
Standard Family Office
South Dakota
$164K
BAM
759
Baldrige Asset Management
Pennsylvania
$160K +$172K +4,638 New
CCM
760
Covington Capital Management
California
$139K
LWCFA
761
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K +$148K +4,000 New
KFS
762
Kelly Financial Services
Massachusetts
$132K +$165K +4,437 +3,637%
SWA
763
Sutton Wealth Advisors
Florida
$122K
SAM
764
S.A. Mason
Michigan
$122K +$53.8K +1,450 +69%
CWA
765
Carolina Wealth Advisors
South Carolina
$120K +$28.6K +770 +28%
TWM
766
Tradition Wealth Management
Minnesota
$117K
CAL
767
Capital Analysts LLC
Pennsylvania
$114K -$2.52K -68 -2%
S
768
SignatureFD
Georgia
$112K +$1.22K +33 +1%
QCG
769
Quadrant Capital Group
Ohio
$110K +$4.86K +131 +4%
TCM
770
Tradewinds Capital Management
Washington
$108K
NFSG
771
Newbridge Financial Services Group
Florida
$103K
PCG
772
Private Capital Group
Connecticut
$102K +$14.8K +400 +16%
Carson Wealth (CWM LLC)
773
Carson Wealth (CWM LLC)
Nebraska
$98K
BAM
774
Bellevue Asset Management
Washington
$94K +$111 +3 +0.1%
CWC
775
Carolinas Wealth Consulting
North Carolina
$91K +$17.5K +472 +22%

WY Hedge Fund Activity: Q2 2021 in Review

920 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q2 2021, worth a combined $21.5B — down 2.4% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new WY positions and 83 closed out — a net gain of 3 holders — while 347 added to existing stakes and 297 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $286M. The largest seller was T. Rowe Price Associates, cutting an estimated $885M.

  • 920 institutional investors held Weyerhaeuser (WY) as of Q2 2021, down from 923 in Q1 2021.
  • Funds reported $21.5B of Weyerhaeuser stock for Q2 2021, down 2.4% quarter-over-quarter.
  • 86 funds opened new Weyerhaeuser positions in Q2 2021 and 83 closed out, a net change of +3 holders.
  • The largest Weyerhaeuser buyer in Q2 2021 was JP Morgan Chase, an estimated $286M added.
  • The largest Weyerhaeuser seller in Q2 2021 was T. Rowe Price Associates, an estimated $885M sold.

Based on aggregated 13F filings for Q2 2021.