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Weyerhaeuser

934 hedge funds and large institutions have $17.5B invested in Weyerhaeuser in 2019 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 296 increasing their positions, 344 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 57

106% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $30.5M

9% more capital invested

Capital invested by funds: $16B → $17.5B (+$1.51B)

6% more funds holding

Funds holding: 879934 (+55)

0.22% more ownership

Funds ownership: 77.59%77.81% (+0.22%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

14% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 344

Holders
934
Holders Change
+55
Holders Change %
+6.26%
% of All Funds
18.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.26%
New
128
Increased
296
Reduced
344
Closed
57
Calls
$62.7M
Puts
$30.5M
Net Calls
+$32.2M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.32B +$32.2M +1,109,292 +1%
BlackRock
2
BlackRock
New York
$1.61B +$18.2M +627,712 +1%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$1.25B -$63.8M -2,199,307 -5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.2B -$37.4M -1,288,889 -3%
State Street
5
State Street
Massachusetts
$965M +$10.6M +366,345 +1%
Invesco
6
Invesco
Georgia
$731M -$3.43M -118,092 -0.5%
American Century Companies
7
American Century Companies
Missouri
$502M -$41.7M -1,435,512 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$355M +$16M +552,499 +5%
Northern Trust
9
Northern Trust
Illinois
$320M -$5.45M -187,801 -2%
Norges Bank
10
Norges Bank
Norway
$277M
JP Morgan Chase
11
JP Morgan Chase
New York
$234M +$1.96M +67,464 +0.9%
Cohen & Steers
12
Cohen & Steers
New York
$231M +$222M +7,651,404 New
Bank of America
13
Bank of America
North Carolina
$207M +$4.07M +140,153 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$203M +$24.5M +845,623 +14%
N
15
Nuveen
North Carolina
$188M -$13.4M -462,924 -7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$177M +$8.09M +278,948 +5%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$174M -$15.5M -533,798 -8%
Legal & General Group
18
Legal & General Group
United Kingdom
$167M +$16.7M +577,214 +12%
Newport Trust Company
19
Newport Trust Company
District of Columbia
$148M -$6.26M -215,712 -4%
Morgan Stanley
20
Morgan Stanley
New York
$136M +$255K +8,776 +0.2%
Principal Financial Group
21
Principal Financial Group
Iowa
$126M +$601K +20,705 +0.5%
Deutsche Bank
22
Deutsche Bank
Germany
$126M +$88.8M +3,061,068 +279%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$121M +$2.67M +91,996 +2%
UBS Group
24
UBS Group
Switzerland
$120M +$23.4M +807,476 +26%
SP
25
Sarasin & Partners
United Kingdom
$120M +$16M +552,285 +16%

WY Hedge Fund Activity: Q4 2019 in Review

934 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Weyerhaeuser (WY) for Q4 2019, worth a combined $17.5B — up 9.4% from $16B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new WY positions and 57 closed out — a net gain of 71 holders — while 296 added to existing stakes and 344 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $222M. The largest seller was Citadel Advisors, cutting an estimated $83.3M.

  • 934 institutional investors held Weyerhaeuser (WY) as of Q4 2019, up from 879 in Q3 2019.
  • Funds reported $17.5B of Weyerhaeuser stock for Q4 2019, up 9.4% quarter-over-quarter.
  • 128 funds opened new Weyerhaeuser positions in Q4 2019 and 57 closed out, a net change of +71 holders.
  • The largest Weyerhaeuser buyer in Q4 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Weyerhaeuser seller in Q4 2019 was Citadel Advisors, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2019.