We are live on ! Find out more
WY icon

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
Marshall Wace
976
Marshall Wace
United Kingdom
-$270K -8,700 Closed
DS
977
DRW Securities
Illinois
-$265K -8,552 Closed
AT
978
Arden Trust
Delaware
-$252K -8,127 Closed
SC
979
Savant Capital
Illinois
-$251K -8,123 Closed
FAIM
980
Financial Advocates Investment Management
Washington
-$228K -7,356 Closed
JCM
981
Jacobi Capital Management
Pennsylvania
-$214K -6,903 Closed
KPWS
982
Kestra Private Wealth Services
Texas
-$210K -6,782 Closed
LOPW
983
Live Oak Private Wealth
North Carolina
-$202K -6,500 Closed
RBC
984
Romano Brothers & Co
Illinois
-$190K -6,131 Closed
GMA
985
Glassy Mountain Advisors
Maryland
-$187K -6,048 Closed
CS
986
Comerica Securities
Michigan
-$140K -4,526 Closed
IFA
987
Interactive Financial Advisors
Illinois
-$94.7K -3,054 Closed
LAM
988
Lakewood Asset Management
Illinois
-$66K -2,139 Closed
MME
989
Meag Munich Ergo
Germany
-$62K -2,000 Closed
MCC
990
Money Concepts Capital
Florida
-$47.4K -1,529 Closed
DCM
991
Dupont Capital Management
Delaware
-$34.5K -1,113 Closed
CLOS
992
Compagnie Lombard Odier SCmA
Switzerland
-$29K -936 Closed
VCM
993
Vigilant Capital Management
Maine
-$20K -650 Closed
MPCL
994
My Personal CFO LLC
Washington
-$19.3K -621 Closed
MS
995
Madden Securities
Texas
-$18.6K -600 Closed
AWM
996
Accurate Wealth Management
Florida
-$14.2K -460 Closed
CJL
997
Cyrus J. Lawrence
New York
-$14K -451 Closed
DCP
998
Distillate Capital Partners
Illinois
-$10.4K -337 Closed
MFG
999
Mendota Financial Group
Wisconsin
-$9.46K -305 Closed
CB
1000
CNB Bank
Pennsylvania
-$8.4K -271 Closed

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.