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Weyerhaeuser

947 hedge funds and large institutions have $18.6B invested in Weyerhaeuser in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 308 increasing their positions, 381 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more call options, than puts

Call options by funds: $141M | Put options by funds: $19.5M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 70

0.17% more ownership

Funds ownership: 84.08%84.25% (+0.17%)

3% less capital invested

Capital invested by funds: $19.2B → $18.6B (-$613M)

1% less funds holding

Funds holding: 959947 (-12)

19% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 381

Holders
947
Holders Change
-12
Holders Change %
-1.25%
% of All Funds
15.09%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
74
Increased
308
Reduced
381
Closed
70
Calls
$141M
Puts
$19.5M
Net Calls
+$122M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
851
HHM Wealth Advisors
Tennessee
$24.3K +$9.36K +297 +58%
CSPAM
852
Cary Street Partners Asset Management
Virginia
$24.1K
KTC
853
Kistler-Tiffany Companies
Pennsylvania
$23.1K
AF
854
Advisornet Financial
Minnesota
$21.4K -$1.42K -45 -6%
BCM
855
Bourgeon Capital Management
Connecticut
$21.2K
BWL
856
Bogart Wealth LLC
Virginia
$20.9K -$3.34K -106 -13%
BSB
857
Bangor Savings Bank
Maine
$20.6K
APC
858
Aspire Private Capital
North Carolina
$20.4K
RFA
859
Resurgent Financial Advisors
Georgia
$20.3K
CH
860
Canton Hathaway
Rhode Island
$20K
NMG
861
New Millennium Group
Utah
$19.2K
M
862
MOTCO
Texas
$18.6K
ST
863
Smithfield Trust
Pennsylvania
$18K
FP
864
Financial Perspectives
Minnesota
$17.8K
RTC
865
Riverview Trust Company
Washington
$17.6K
FWM
866
Focused Wealth Management
New York
$17.2K +$9.49K +301 +111%
CFGS
867
Concourse Financial Group Securities
Alabama
$16.1K -$9.14K -290 -35%
SCA
868
Stuart Chaussee & Associates
California
$16.1K
FMII
869
Farmers & Merchants Investments Inc
Nebraska
$15.2K
IBOK
870
Independence Bank of Kentucky
Kentucky
$15.1K
ADL
871
Asset Dedication LLC
California
$15K
NSG
872
Nalls Sherbakoff Group
Tennessee
$14.1K +$15.2K +481 New
EARNEST Partners
873
EARNEST Partners
Georgia
$13.3K
NL
874
NVWM LLC
Pennsylvania
$13.2K
HGERS
875
Householder Group Estate & Retirement Specialist
Arizona
$13K +$14.1K +446 New

WY Hedge Fund Activity: Q1 2023 in Review

947 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q1 2023, worth a combined $18.6B — down 3.2% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WY positions and 70 closed out — a net gain of 4 holders — while 308 added to existing stakes and 381 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $342M. The largest seller was First Trust Advisors, cutting an estimated $173M.

  • 947 institutional investors held Weyerhaeuser (WY) as of Q1 2023, down from 959 in Q4 2022.
  • Funds reported $18.6B of Weyerhaeuser stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 74 funds opened new Weyerhaeuser positions in Q1 2023 and 70 closed out, a net change of +4 holders.
  • The largest Weyerhaeuser buyer in Q1 2023 was Wellington Management Group, an estimated $342M added.
  • The largest Weyerhaeuser seller in Q1 2023 was First Trust Advisors, an estimated $173M sold.

Based on aggregated 13F filings for Q1 2023.