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Weyerhaeuser

993 hedge funds and large institutions have $21.5B invested in Weyerhaeuser in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 268 increasing their positions, 433 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $62.6M | Put options by funds: $29.5M

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

15% more capital invested

Capital invested by funds: $18.7B → $21.5B (+$2.77B)

3% more funds holding

Funds holding: 962993 (+31)

1.33% more ownership

Funds ownership: 83.36%84.69% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

38% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 433

Holders
993
Holders Change
+31
Holders Change %
+3.22%
% of All Funds
14.48%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
108
Increased
268
Reduced
433
Closed
65
Calls
$62.6M
Puts
$29.5M
Net Calls
+$33.1M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
951
Level Financial Advisors
New York
$4.38K
LF
952
Lee Financial
Texas
$4.35K -$1.15K -37 -23%
ST
953
Smithfield Trust
Pennsylvania
$4K -$7.62K -245 -65%
POIA
954
Pin Oak Investment Advisors
Texas
$4K
AT
955
Arlington Trust
Alabama
$3.93K +$3.52K +113 New
AF
956
Arrow Financial
New York
$3.83K
HT
957
Headlands Technologies
Illinois
$3.48K +$1.18K +38 +61%
GCM
958
Gables Capital Management
Florida
$3.48K +$3.11K +100 New
SNB
959
Security National Bank
Nebraska
$3.48K +$3.11K +100 New
KFI
960
Key Financial Inc
Pennsylvania
$3.16K
MSWM
961
McGlone Suttner Wealth Management
Wisconsin
$3.02K +$2.71K +87 New
GI
962
Gradient Investments
Minnesota
$2.92K
WAS
963
Winch Advisory Services
Wisconsin
$2.42K +$31 +1 +1%
BHWM
964
Beaird Harris Wealth Management
Texas
$2.29K +$591 +19 +40%
MA
965
MCF Advisors
Kentucky
$2.12K
KFS
966
Kelly Financial Services
Massachusetts
$2.02K -$2.68K -86 -60%
CTB
967
Country Trust Bank
Illinois
$1.98K
CFFP
968
Center for Financial Planning
Michigan
$1.81K
VAG
969
VisionPoint Advisory Group
Texas
$1.81K -$840 -27 -34%
DF
970
Dunhill Financial
United Kingdom
$1.75K +$1.56K +50 New
RIM
971
Rockbridge Investment Management
New York
$1.74K +$1.56K +50 New
JGIA
972
Jackson Grant Investment Advisers
Connecticut
$1.63K
T
973
Tidemark
California
$1.6K +$1.43K +46 New
ACA
974
Atlas Capital Advisors
Wyoming
$1.56K
BBHC
975
Brown Brothers Harriman & Co
New York
$1.43K

WY Hedge Fund Activity: Q4 2023 in Review

993 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q4 2023, worth a combined $21.5B — up 15% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WY positions and 65 closed out — a net gain of 43 holders — while 268 added to existing stakes and 433 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $320M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $77.2M.

  • 993 institutional investors held Weyerhaeuser (WY) as of Q4 2023, up from 962 in Q3 2023.
  • Funds reported $21.5B of Weyerhaeuser stock for Q4 2023, up 15% quarter-over-quarter.
  • 108 funds opened new Weyerhaeuser positions in Q4 2023 and 65 closed out, a net change of +43 holders.
  • The largest Weyerhaeuser buyer in Q4 2023 was Wellington Management Group, an estimated $320M added.
  • The largest Weyerhaeuser seller in Q4 2023 was Skandinaviska Enskilda Banken (SEB), an estimated $77.2M sold.

Based on aggregated 13F filings for Q4 2023.