Weyerhaeuser
904 hedge funds and large institutions have $19.9B invested in Weyerhaeuser in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 336 increasing their positions, 345 reducing their positions, and 57 closing their positions.
59% more call options, than puts
Call options by funds: $245M | Put options by funds: $154M
40% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 57
28% more funds holding in top 10
Funds holding in top 10: 25 → 32 (+7)
15% more capital invested
Capital invested by funds: $17.3B → $19.9B (+$2.52B)
1% more funds holding
Funds holding: 893 → 904 (+11)
1.14% more ownership
Funds ownership: 76.93% → 78.07% (+1.1%)
3% less repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 345
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.73B |
| 2 |
Goldman Sachs
New York
|
+$143M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$118M |
| 4 |
HCM
Highline Capital Management
New York
|
+$103M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$60.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$289M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$139M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$62.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$34.1M |
| 5 |
TA
Teachers Advisors
New York
|
-$32.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MBT
951
Montecito Bank & Trust
Santa Barbara,
California
| – | -$118K | -3,920 | Closed |
|
|
JWM
952
Janiczek Wealth Management
Denver,
Colorado
| – | -$113K | -3,771 | Closed |
|
|
IP
953
Intellectus Partners
San Francisco,
California
| – | -$56K | -1,845 | Closed |
|
|
FAN
954
Financial Advisors Network
Tustin,
California
| – | -$41K | -1,314 | Closed |
|
|
KLI
955
Kelman-Lazarov Inc
Memphis,
Tennessee
| – | -$30.1K | -1,000 | Closed |
|
|
AA
956
Apriem Advisors
Irvine,
California
| – | -$22K | -747 | Closed |
|
|
PSC
957
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$19K | -648 | Closed |
|
|
KLWA
958
Kelly Lawrence W & Associates
Pasadens,
California
| – | -$19K | -640 | Closed |
|
959
EARNEST Partners
Atlanta,
Georgia
| – | -$12K | -386 | Closed |
|
|
OSAM
960
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$7K | -246 | Closed |
|
|
VWM
961
Valley Wealth Managers
Paramus,
New Jersey
| – | -$2K | -82 | Closed |
|
WY Hedge Fund Activity: Q1 2017 in Review
904 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q1 2017, worth a combined $19.9B — up 15% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new WY positions and 57 closed out — a net gain of 23 holders — while 336 added to existing stakes and 345 trimmed.
The largest buyer was BlackRock, adding an estimated $1.73B. The largest seller was Capital World Investors, cutting an estimated $289M.
- 904 institutional investors held Weyerhaeuser (WY) as of Q1 2017, up from 893 in Q4 2016.
- Funds reported $19.9B of Weyerhaeuser stock for Q1 2017, up 15% quarter-over-quarter.
- 80 funds opened new Weyerhaeuser positions in Q1 2017 and 57 closed out, a net change of +23 holders.
- The largest Weyerhaeuser buyer in Q1 2017 was BlackRock, an estimated $1.73B added.
- The largest Weyerhaeuser seller in Q1 2017 was Capital World Investors, an estimated $289M sold.
Based on aggregated 13F filings for Q1 2017.