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Weyerhaeuser
WY

985 hedge funds and large institutions have $22.3B invested in Weyerhaeuser in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 315 increasing their positions, 409 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $16.1M

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

4% more capital invested

Capital invested by funds: $21.5B → $22.3B (+$796M)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

0.09% less ownership

Funds ownership: 84.69% → 84.6% (-0.09%)

1% less funds holding

Funds holding: 993 → 985 (-8)

23% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 409

Holders
985
Holders Change
-8
Holders Change %
-0.81%
% of All Funds
14.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
71
Increased
315
Reduced
409
Closed
69
Calls
$45.7M
Puts
$16.1M
Net Calls
+$29.7M
Net Calls Change
-$3.42M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$380M
2
Invesco
Invesco
Georgia
+$170M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$97.3M
4
DPIM
Duff & Phelps Investment Management
Illinois
+$89.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$63M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$191M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
-$183M
3
Swedbank
Swedbank
Sweden
-$102M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$93.8M
5
Millennium Management
Millennium Management
New York
-$55.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
951
Security National Bank
Nebraska
$3.59K – – –
KFI
952
Key Financial Inc
Pennsylvania
$3.27K – – –
WAS
953
Winch Advisory Services
Wisconsin
$2.53K – – –
BHWM
954
Beaird Harris Wealth Management
Texas
$2.37K – – –
MA
955
MCF Advisors
Kentucky
$2.19K – – –
DF
956
Dunhill Financial
United Kingdom
$2.14K +$338 +10 +20%
KFS
957
Kelly Financial Services
Massachusetts
$2.1K +$34 +1 +2%
CTB
958
Country Trust Bank
Illinois
$2.05K – – –
AW
959
Avion Wealth
Texas
$2K +$1.01K +30 New
CFFP
960
Center for Financial Planning
Michigan
$1.87K – – –
BCMLT
961
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.8K +$1.69K +50 New
JGIA
962
Jackson Grant Investment Advisers
Connecticut
$1.69K – – –
T
963
Tidemark
California
$1.65K – – –
ACA
964
Atlas Capital Advisors
Wyoming
$1.61K – – –
JPWM
965
Jamison Private Wealth Management
Georgia
$1.44K +$1.35K +40 New
CIAS
966
CBIZ Investment Advisory Services
Ohio
$1.42K +$1.32K +39 New
LSA
967
Leonteq Securities AG
Switzerland
$1.36K -$28.5K -843 -96%
WWP
968
WR Wealth Planners
Missouri
$1.11K +$1.05K +31 New
TFA
969
Transamerica Financial Advisors
Florida
$1K – – –
Kayne Anderson Rudnick Investment Management
970
Kayne Anderson Rudnick Investment Management
California
$970 -$34 -1 -4%
HWP
971
Highline Wealth Partners
California
$898 – – –
DWA
972
Delos Wealth Advisors
Texas
$898 +$846 +25 New
GTAM
973
Global Trust Asset Management
Florida
$862 – – –
AP
974
Aspect Partners
Virginia
$826 – – –
VCM
975
Versant Capital Management
Arizona
$754 – – –
37 38
39
40 41

WY Hedge Fund Activity: Q1 2024 in Review

985 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q1 2024, worth a combined $22.3B — up 3.7% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new WY positions and 69 closed out — a net gain of 2 holders — while 315 added to existing stakes and 409 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $380M. The largest seller was Morgan Stanley, cutting an estimated $191M.

  • 985 institutional investors held Weyerhaeuser (WY) as of Q1 2024, down from 993 in Q4 2023.
  • Funds reported $22.3B of Weyerhaeuser stock for Q1 2024, up 3.7% quarter-over-quarter.
  • 71 funds opened new Weyerhaeuser positions in Q1 2024 and 69 closed out, a net change of +2 holders.
  • The largest Weyerhaeuser buyer in Q1 2024 was Cohen & Steers, an estimated $380M added.
  • The largest Weyerhaeuser seller in Q1 2024 was Morgan Stanley, an estimated $191M sold.

Based on aggregated 13F filings for Q1 2024.