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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
ACA
776
Atlas Capital Advisors
Wyoming
$90.3K -$14.2K -384 -13%
CMA
777
Cedar Mountain Advisors
Oregon
$90K +$445 +12 +0.5%
AWA
778
Arkadios Wealth Advisors
Georgia
$87K +$82K +2,209 +690%
JMF
779
Johnson Midwest Financial
Iowa
$86K
EIP
780
Ellis Investment Partners
Pennsylvania
$82K -$18.3K -494 -17%
BCM
781
Bourgeon Capital Management
Connecticut
$82K
MGIM
782
M&G Investment Management
United Kingdom
$80.5K +$5.11M +137,823 +6%
SOAMC
783
Spirit of America Management Corp
New York
$79K +$66.8K +1,800 +360%
CA
784
Clearstead Advisors
Ohio
$75K +$5.16K +139 +7%
HIA
785
Harbor Investment Advisory
Maryland
$74K
PGWM
786
Parisi Gray Wealth Management
New Jersey
$74K +$80.2K +2,162 New
APA
787
American Portfolios Advisors
New York
$72.3K +$37 +1 +0%
CFN
788
Cordasco Financial Network
Florida
$72K
CCA
789
Catalyst Capital Advisors
New York
$71K +$76.9K +2,073 New
MRC
790
Millburn Ridgefield Corp
New York
$71K +$76.9K +2,073 New
TPCW
791
TD Private Client Wealth
New York
$70K +$371 +10 +0.5%
HCM
792
Highlander Capital Management
New Jersey
$69K
AF
793
Allworth Financial
California
$68K -$125K -3,366 -63%
CFGS
794
Concourse Financial Group Securities
Alabama
$66K
ADL
795
Asset Dedication LLC
California
$60K +$51.8K +1,395 +491%
WP
796
WealthShield Partners
North Carolina
$60K +$59.4K +1,600 +1,194%
SOW
797
State of Wyoming
Wyoming
$60K +$65.2K +1,757 New
TIM
798
Tortoise Investment Management
New York
$59K -$11.9K -320 -16%
LSA
799
Leonteq Securities AG
Switzerland
$58.6K -$163K -4,386 -72%
LWM
800
Liberty Wealth Management
California
$58K -$1.82K -49 -3%

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.