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Weyerhaeuser

820 hedge funds and large institutions have $17.2B invested in Weyerhaeuser in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 362 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $489M | Put options by funds: $108M

53% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

30% more capital invested

Capital invested by funds: $13.3B → $17.2B (+$3.93B)

4% more funds holding

Funds holding: 790820 (+30)

1.65% more ownership

Funds ownership: 79.38%81.02% (+1.6%)

43% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 362

Holders
820
Holders Change
+30
Holders Change %
+3.8%
% of All Funds
16.55%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
101
Increased
207
Reduced
362
Closed
66
Calls
$489M
Puts
$108M
Net Calls
+$380M
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
801
Tarbox Family Office
California
$5K
FNBOSM
802
First National Bank of South Miami
Florida
$5K +$2.75K +100 +100%
TWA
803
TCI Wealth Advisors
Arizona
$3K -$30.8K -1,120 -92%
CTB
804
Country Trust Bank
Illinois
$3K
EWA
805
Evolution Wealth Advisors
Florida
$3K
PFGIA
806
Patriot Financial Group Insurance Agency
Massachusetts
$3K
SFA
807
Semmax Financial Advisors
North Carolina
$3K
SFSIG
808
San Francisco Sentry Investment Group
California
$3K +$1.1K +40 +49%
KFS
809
Kelly Financial Services
Massachusetts
$2.02K
BCA
810
Berman Capital Advisors
Georgia
$2K
BWM
811
BerganKDV Wealth Management
Minnesota
$1K
GTAM
812
Global Trust Asset Management
Florida
$1K
TF
813
TimeScale Financial
Massachusetts
$1K
ZB
814
Zions Bancorporation
Utah
$1K
CWA
815
Carolina Wealth Advisors
South Carolina
$1K +$549 +20 New
FCA
816
FinTrust Capital Advisors
South Carolina
$1
ZP
817
Zimmer Partners
New York
-$47.7M -2,125,000 Closed
ESCM
818
Echo Street Capital Management
New York
-$24.4M -1,084,262 Closed
DP
819
DDD Partners
Washington
-$23.8M -1,058,002 Closed
FM
820
Forward Management
California
-$7.3M -325,100 Closed
WAM
821
Wolverine Asset Management
Illinois
-$6.82M -303,507 Closed
TI
822
tru Independence
Oregon
-$4.36K -194,095 Closed
BC
823
Brookfield Corp
Ontario, Canada
-$3.63M -161,600 Closed
FAM
824
Fulcrum Asset Management
United Kingdom
-$2.53M -108,538 Closed
SCM
825
Shelton Capital Management
Colorado
-$2.36M -105,125 Closed

WY Hedge Fund Activity: Q3 2020 in Review

820 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q3 2020, worth a combined $17.2B — up 30% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WY positions and 66 closed out — a net gain of 35 holders — while 207 added to existing stakes and 362 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $623M. The largest seller was Invesco, cutting an estimated $176M.

  • 820 institutional investors held Weyerhaeuser (WY) as of Q3 2020, up from 790 in Q2 2020.
  • Funds reported $17.2B of Weyerhaeuser stock for Q3 2020, up 30% quarter-over-quarter.
  • 101 funds opened new Weyerhaeuser positions in Q3 2020 and 66 closed out, a net change of +35 holders.
  • The largest Weyerhaeuser buyer in Q3 2020 was Cohen & Steers, an estimated $623M added.
  • The largest Weyerhaeuser seller in Q3 2020 was Invesco, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2020.