Weyerhaeuser
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$380M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$170M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$97.3M |
| 4 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$89.7M |
| 5 |
JP Morgan Chase
New York
|
+$63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$191M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
-$183M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$102M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$93.8M |
| 5 |
Millennium Management
New York
|
-$55.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EPW
1051
Evergreen Private Wealth
Greenwood Village,
Colorado
| – | -$1.25K | -36 | Closed |
|
|
WCM
1052
Winthrop Capital Management
Carmel,
Indiana
| – | -$1.18K | -34 | Closed |
|
|
PA
1053
Pineridge Advisors
St. Charles,
Missouri
| – | -$556 | -16 | Closed |
|
|
EWM
1054
Evermay Wealth Management
Arlington,
Virginia
| – | -$348 | -10 | Closed |
|
1055
First Manhattan
New York
| – | -$139 | -4 | Closed |
|
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.