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Weyerhaeuser

964 hedge funds and large institutions have $20.4B invested in Weyerhaeuser in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 346 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $86.8M | Put options by funds: $56.2M

1% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 84

0.56% more ownership

Funds ownership: 76.45%77.01% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

1% less funds holding

Funds holding: 971964 (-7)

2% less capital invested

Capital invested by funds: $20.8B → $20.4B (-$413M)

4% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 360

Holders
964
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
22.09%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
85
Increased
346
Reduced
360
Closed
84
Calls
$86.8M
Puts
$56.2M
Net Calls
+$30.6M
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
901
Kavar Capital Partners Group
Kansas
$22K +$21.9K +620 New
LA
902
Legacy Advisors
Pennsylvania
$21K
IFAM
903
Institutional & Family Asset Management
Colorado
$21K +$20.7K +586 New
MSFP
904
Mark Sheptoff Financial Planning
Connecticut
$20K
JFA
905
JNBA Financial Advisors
Minnesota
$19K
ME
906
McIlrath & Eck
Washington
$19K
OC
907
Oakworth Capital
Alabama
$18K -$69K -1,954 -80%
TDC
908
Thompson Davis & Co
Virginia
$18K -$7.06K -200 -29%
TF
909
Tompkins Financial
New York
$18K
APSP
910
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K +$141 +4 +0.8%
PMFA
911
Plante Moran Financial Advisors
Michigan
$18K +$176 +5 +1%
KPCM
912
Kings Point Capital Management
New York
$18K +$17.6K +500 New
MCA
913
Mercer Capital Advisers
New Jersey
$17K
MBT
914
Monroe Bank & Trust
Michigan
$17K
PCP
915
Proficio Capital Partners
Massachusetts
$17K +$2.01K +57 +13%
RFWA
916
RPg Family Wealth Advisory
Massachusetts
$14K
RA
917
Rational Advisors
New York
$14K +$14.4K +409 New
BWA
918
Burt Wealth Advisors
Maryland
$13K
CBT
919
Central Bank & Trust
Kentucky
$13K
FC
920
Ferris Capital
Massachusetts
$13K +$12.8K +364 New
OBWP
921
O'Brien Wealth Partners
Massachusetts
$13K +$13K +368 New
TFO
922
Tarbox Family Office
California
$12K -$47.7K -1,352 -79%
HCM
923
Horrell Capital Management
Arkansas
$12K
POIA
924
Pin Oak Investment Advisors
Texas
$12K
RFA
925
Reilly Financial Advisors
California
$11K

WY Hedge Fund Activity: Q1 2018 in Review

964 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q1 2018, worth a combined $20.4B — down 2% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WY positions and 84 closed out — a net gain of 1 holder — while 346 added to existing stakes and 360 trimmed.

The largest buyer was Vanguard Group, adding an estimated $624M. The largest seller was Balyasny Asset Management, cutting an estimated $150M.

  • 964 institutional investors held Weyerhaeuser (WY) as of Q1 2018, down from 971 in Q4 2017.
  • Funds reported $20.4B of Weyerhaeuser stock for Q1 2018, down 2% quarter-over-quarter.
  • 85 funds opened new Weyerhaeuser positions in Q1 2018 and 84 closed out, a net change of +1 holder.
  • The largest Weyerhaeuser buyer in Q1 2018 was Vanguard Group, an estimated $624M added.
  • The largest Weyerhaeuser seller in Q1 2018 was Balyasny Asset Management, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2018.