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Weyerhaeuser

978 hedge funds and large institutions have $18.6B invested in Weyerhaeuser in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 310 increasing their positions, 377 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 77

1% less funds holding

Funds holding: 983978 (-5)

1.51% less ownership

Funds ownership: 77.71%76.2% (-1.5%)

13% less capital invested

Capital invested by funds: $21.4B → $18.6B (-$2.81B)

18% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 377

19% less call options, than puts

Call options by funds: $55.4M | Put options by funds: $68M

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
978
Holders Change
-5
Holders Change %
-0.51%
% of All Funds
22.36%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.39%
New
82
Increased
310
Reduced
377
Closed
77
Calls
$55.4M
Puts
$68M
Net Calls
-$12.6M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1001
Toews Corporation
New Jersey
-$361K -9,900 Closed
BOH
1002
Bank of Hawaii
Hawaii
-$343K -9,395 Closed
Susquehanna International Group
1003
Susquehanna International Group
Pennsylvania
-$304K -8,748 Closed
CA
1004
Cambridge Advisors
Nebraska
-$309K -8,486 Closed
IAA
1005
Independent Advisor Alliance
North Carolina
-$217K -8,410 Closed
FIM
1006
Frontier Investment Management
Texas
-$301K -8,269 Closed
NFA
1007
Nuveen Fund Advisors
Illinois
-$286K -7,850 Closed
CCT
1008
Chemung Canal Trust
New York
-$286K -7,840 Closed
CIC
1009
Carnegie Investment Counsel
Ohio
-$264K -7,698 Closed
SCC
1010
Spring Creek Capital
Kansas
-$279K -7,648 Closed
MC
1011
Miles Capital
Iowa
-$276K -7,581 Closed
LNC
1012
Lincoln National Corp
Pennsylvania
-$273K -7,502 Closed
GFPC
1013
Global Financial Private Capital
Florida
-$268K -7,360 Closed
PCAP
1014
Pratt Collard Advisory Partners
New York
-$267K -7,324 Closed
RCM
1015
RB Capital Management
Nevada
-$252K -6,923 Closed
NP
1016
Ninepoint Partners
Ontario, Canada
-$237K -6,500 Closed
TWM
1017
Titus Wealth Management
California
-$232K -6,364 Closed
GT
1018
Greenleaf Trust
Michigan
-$230K -6,319 Closed
CIA
1019
Capital Investment Advisors
Georgia
-$227K -6,227 Closed
BSW
1020
Buckingham Strategic Wealth
Missouri
-$220K -6,040 Closed
BP
1021
Ballentine Partners
Massachusetts
-$220K -6,031 Closed
STMM
1022
South Texas Money Management
Texas
-$220K -6,027 Closed
BO
1023
Bank OZK
Arkansas
-$220K -6,020 Closed
IC
1024
Intersect Capital
California
-$216K -5,922 Closed
REMPR
1025
Roof Eidam Maycock Peralta (REMP)
California
-$214K -5,864 Closed

WY Hedge Fund Activity: Q3 2018 in Review

978 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q3 2018, worth a combined $18.6B — down 13% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new WY positions and 77 closed out — a net gain of 5 holders — while 310 added to existing stakes and 377 trimmed.

The largest buyer was Vanguard Group, adding an estimated $180M. The largest seller was Barclays, cutting an estimated $431M.

  • 978 institutional investors held Weyerhaeuser (WY) as of Q3 2018, down from 983 in Q2 2018.
  • Funds reported $18.6B of Weyerhaeuser stock for Q3 2018, down 13% quarter-over-quarter.
  • 82 funds opened new Weyerhaeuser positions in Q3 2018 and 77 closed out, a net change of +5 holders.
  • The largest Weyerhaeuser buyer in Q3 2018 was Vanguard Group, an estimated $180M added.
  • The largest Weyerhaeuser seller in Q3 2018 was Barclays, an estimated $431M sold.

Based on aggregated 13F filings for Q3 2018.