undamentalytics Newsletter

Sylvamo Corp: which funds bought and sold

Institutions that bought and sold Sylvamo shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 151 institutions that filed 13F reports for both quarters added to or opened positions in Sylvamo, and 127 cut or closed them. Together they sold a net 156K shares, −0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 264K shares (−2.5%); index fund managers were net buyers of 25K shares (+0.2%). 46 opened a new position and 37 sold out entirely.

Bought, Q2 2026 151 institutions, 46 of them new holders Sold, Q2 2026 127 institutions, 37 of them sold out
Net change, all compared −156K shares (−0.4%)
Net change, active managers −264K shares (−2.5%), 24 bought, 17 sold

Buyers versus sellers

institutions compared, 364
Active managers and hedge funds 24 bought · 17 sold · −264K
Index fund managers 5 bought · 6 sold · +25K
Other institutions 122 bought · 104 sold · +84K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Balyasny Asset Management L.P. Hedge fund +360K +1697.1% 381K $14.4M
American Century Companies Inc Active manager +260K +16.9% 1.8M $68.1M
Rokos Capital Management LLP Hedge fund +193K +75.6% 449K $17M
Dimensional Fund Advisors LP +192K +14.1% 1.6M $58.7M
Millennium Management LLC Hedge fund +132K +5.5% 2.5M $95.2M
Royce & Associates LP Active manager +122K +25.5% 597K $22.6M
William Blair Investment Management, LLC Active manager +111K +22.2% 609K $23M
Goldman Sachs Group Inc +94K +35.1% 361K $13.6M
Cinctive Capital Management LP Hedge fund +79K New position 79K $3M
Two Sigma Investments, LP Hedge fund +74K +841.5% 82K $3.1M
State Street Corp Index funds +69K +5.2% 1.4M $52.5M
Allianz Asset Management Gmbh +69K +15.8% 506K $19.3M
Blackrock, Inc. Index funds +60K +1.1% 5.5M $209M
Rock Point Advisors, LLC +58K +70.1% 140K $5.3M
Geode Capital Management, LLC Index funds +57K +6.8% 906K $34.2M
Advisors Asset Management, Inc. +48K +190.4% 72K $2.7M
UBS Group AG +43K +58.6% 117K $4.4M
Trexquant Investment LP Hedge fund +42K +231.5% 59K $2.2M
Hotchkis & Wiley Capital Management LLC Active manager +40K +28.3% 179K $6.8M
Fourth Sail Capital LP +39K +9.2% 467K $17.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jain Global LLC Hedge fund −649K −65.7% 339K $12.8M
FMR LLC Active manager −473K −94.0% 30K $1.1M
Life Cycle Investment Partners Ltd −328K −95.4% 16K $599,130
Adage Capital Partners Gp, L.L.C. Hedge fund −270K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −144K −59.1% 100K $3.8M
CIBC Bancorp Usa Inc. −97K Sold out 0 —
Jpmorgan Chase & Co −91K −64.1% 51K $2M
Bank Of America Corp −85K −37.9% 139K $5.3M
Marshall Wace, LLP Hedge fund −79K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −63K −32.7% 130K $4.9M
Vanguard Capital Management LLC Index funds −62K −4.1% 1.4M $54.7M
Tejara Capital Ltd −57K Sold out 0 —
Vanguard Portfolio Management LLC Index funds −54K −5.3% 966K $36.5M
Charles Schwab Investment Management Inc Index funds −43K −7.1% 570K $21.5M
Advisors Preferred, LLC −32K Sold out 0 —
O'Shaughnessy Asset Management, LLC Active manager −28K −79.6% 7,273 $274,919
Renaissance Technologies LLC Hedge fund −26K Sold out 0 —
Drw Securities, LLC −22K Sold out 0 —
Mariner, LLC −21K Sold out 0 —
Morgan Stanley −18K −3.3% 529K $20M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Cinctive Capital Management LPHedge fund 79K $3M
Tidal Investments LLC 34K $1.3M
Diametric Capital, LP 32K $1.2M
Teacher Retirement System Of Texas 26K $1M
Oppenheimer & Close, LLC 23K $869,400
Schonfeld Strategic Advisors LLCHedge fund 22K $813,947
Squarepoint Ops LLCHedge fund 20K $746,134
Natixis Advisors, LLC 10K $392,000
Twinbeech Capital LP 8,700 $328,860
Quadrature Capital LtdHedge fund 8,006 $302,627

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Adage Capital Partners Gp, L.L.C.Hedge fund 270K $11.4M
CIBC Bancorp Usa Inc. 97K $4.1M
Marshall Wace, LLPHedge fund 79K $3.3M
Tejara Capital Ltd 57K $2.4M
Advisors Preferred, LLC 32K $1.3M
Renaissance Technologies LLCHedge fund 26K $1.1M
Drw Securities, LLC 22K $934,644
Mariner, LLC 21K $879,174
Bleakley Financial Group, LLC 18K $741,849
Jacobs Levy Equity Management, IncActive manager 16K $674,615

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
330
Ten largest holders
63.7%
of 13F-reported shares
Index fund managers
29.0%
of 13F-reported shares
Active managers and hedge funds
25.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 24 17 5 4 −264K −2.5%
Index fund managers 5 6 0 2 +25K +0.2%
Other institutions 122 104 41 31 +84K +0.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Sylvamo Corp · Insiders · Politicians