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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
Fuller & Thaler Asset Management
876
Fuller & Thaler Asset Management
California
$13K
GBT
877
Grove Bank & Trust
Florida
$12.7K +$4.45K +141 +51%
WIM
878
Westside Investment Management
California
$12.1K -$25.2K -800 -67%
RFG
879
RFP Financial Group
Georgia
$12K
SWA
880
Sutton Wealth Advisors
Florida
$11.9K -$101K -3,218 -89%
CA
881
Crewe Advisors
Utah
$11.5K -$5.64K -179 -32%
OSNBOA
882
Old Second National Bank of Aurora
Illinois
$11K
AWM
883
Accel Wealth Management
Iowa
$10.9K
TIM
884
Thompson Investment Management
Wisconsin
$10.5K +$11K +350 New
PSB
885
Piscataqua Savings Bank
New Hampshire
$10.2K
GIA
886
GHP Investment Advisors
Colorado
$10.2K
VNA
887
Valley National Advisers
Pennsylvania
$10K
FMP
888
Financial Management Professionals
Texas
$10K +$504 +16 +5%
CIA
889
Cape Investment Advisory
Georgia
$9.64K +$10.1K +320 New
VCM
890
Versant Capital Management
Arizona
$9.36K
PFG
891
Piershale Financial Group
Illinois
$9.04K
AA
892
AlphaMark Advisors
Kentucky
$8K
TAM
893
Tucker Asset Management
Colorado
$7.59K
PGAM
894
Princeton Global Asset Management
New Jersey
$7.53K +$7.88K +250 New
BBHC
895
Brown Brothers Harriman & Co
New York
$7.5K
Commonwealth Equity Services
896
Commonwealth Equity Services
Massachusetts
$7.42K +$224K +7,119 +3%
CMP
897
Coston McIsaac & Partners
Maine
$7K
EI
898
Ellevest Inc
New York
$6.9K -$2.17K -69 -23%
NC
899
NewSquare Capital
Pennsylvania
$6.6K -$1.39K -44 -17%
SWM
900
Sugarloaf Wealth Management
Georgia
$6.54K

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.