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Weyerhaeuser

844 hedge funds and large institutions have $17.2B invested in Weyerhaeuser in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 266 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

2% more funds holding

Funds holding: 824844 (+20)

1.74% more ownership

Funds ownership: 75.48%77.22% (+1.7%)

5% less capital invested

Capital invested by funds: $18B → $17.2B (-$852M)

10% less funds holding in top 10

Funds holding in top 10: 3128 (-3)

23% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $87.5M

26% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 359

Holders
844
Holders Change
+20
Holders Change %
+2.43%
% of All Funds
22.52%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.75%
New
79
Increased
266
Reduced
359
Closed
50
Calls
$67.1M
Puts
$87.5M
Net Calls
-$20.4M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
776
First Financial Corp
Indiana
$34K +$14.6K +475 +71%
BKA
777
Brick & Kyle Associates
Pennsylvania
$33K
CHC
778
City Holding Co
West Virginia
$33K
KLI
779
Kelman-Lazarov Inc
Tennessee
$30.1K
PO
780
Private Ocean
California
$29K
AA
781
Apriem Advisors
California
$29K +$246 +8 +0.8%
BBPWM
782
Blue Bell Private Wealth Management
Pennsylvania
$28K
CYG
783
Clean Yield Group
Vermont
$24K
SGAM
784
Smith Group Asset Management
Texas
$22K -$615 -20 -3%
JFA
785
JNBA Financial Advisors
Minnesota
$22K
OSNBOA
786
Old Second National Bank of Aurora
Illinois
$22K
MCM
787
MV Capital Management
Maryland
$21K
RFA
788
Reilly Financial Advisors
California
$21K
WP
789
WealthPLAN Partners
Nebraska
$19.3K +$40.7K +1,324 New
KLWA
790
Kelly Lawrence W & Associates
California
$19K -$140K -4,560 -88%
PMFA
791
Plante Moran Financial Advisors
Michigan
$19K +$2.98K +97 +18%
PSC
792
Prentiss Smith & Co
Vermont
$19K +$19.9K +648 New
EFSCE
793
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
BL
794
Balentine LLC
Georgia
$18K +$18.3K +595 New
CA
795
CapWealth Advisors
Tennessee
$17K
MSFP
796
Mark Sheptoff Financial Planning
Connecticut
$17K
SCM
797
Southport Capital Management
Tennessee
$15K +$15.7K +512 New
ZB
798
Zions Bancorporation
Utah
$14K -$800 -26 -5%
FMII
799
Farmers & Merchants Investments Inc
Nebraska
$14K
MCA
800
Mercer Capital Advisers
New Jersey
$14K

WY Hedge Fund Activity: Q2 2016 in Review

844 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q2 2016, worth a combined $17.2B — down 4.7% from $18B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new WY positions and 50 closed out — a net gain of 29 holders — while 266 added to existing stakes and 359 trimmed.

The largest buyer was Capital World Investors, adding an estimated $199M. The largest seller was Royal London Asset Management, cutting an estimated $176M.

  • 844 institutional investors held Weyerhaeuser (WY) as of Q2 2016, up from 824 in Q1 2016.
  • Funds reported $17.2B of Weyerhaeuser stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 79 funds opened new Weyerhaeuser positions in Q2 2016 and 50 closed out, a net change of +29 holders.
  • The largest Weyerhaeuser buyer in Q2 2016 was Capital World Investors, an estimated $199M added.
  • The largest Weyerhaeuser seller in Q2 2016 was Royal London Asset Management, an estimated $176M sold.

Based on aggregated 13F filings for Q2 2016.