Sylvamo

SLVM • NYSE

Sylvamo is a paper, lumber & forest products company in the basic materials sector on NYSE, led by Jean-Michel Ribiéras, with a market cap of $2.0B. As of Q3 2025, 93% of shares are held by 333 institutional investors, with Atlas FRM LLC as the largest holder at 15.64%.

Chairman and Chief Executive OfficerJean-Michel Ribiéras

Market Cap$2.0B

Paper, Lumber & Forest Products

Basic Materials

Employees6.5K

Websitesylvamo.com

Country

United States of America

Overview

Overview of institutional ownership in SLVM as of Q3 2025 with a market cap of $1.8B

All Institutions

Institutions: 333
Value Held: $1.7B
Shares Held: 37.4M
Avg Position: $5.0M
Median Position: $200.6K

Hedge Funds

Hedge Funds: 24
Value Held: $67.0M
Shares Held: 1.5M
Avg Position: $2.8M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

88.83%

$1.6B

Hedge Funds

3.76%

$67.0M

Retail & Other

7.42%

$132.5M

Based on market cap of $1.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SLVM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A Atlas FRM LLC Institution	-	$279.1M 40.10% of portfolio	15.64% 6.3M shares	Q4 2021 Held for 3y 11m	$696.0M
B BlackRock, Inc. Institution	-	$234.2M 0.00% of portfolio	13.12% 5.3M shares	Q3 2021 Held for 4y 2m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$132.4M 0.00% of portfolio	7.41% 3.0M shares	Q4 2021 Held for 3y 11m	$6.69T
N NOMURA HOLDINGS INC Institution	-	$95.1M 0.52% of portfolio	5.33% 2.2M shares	Q2 2023 Held for 2y 5m	$18.4B
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$72.5M 0.16% of portfolio	4.06% 1.6M shares	Q4 2021 Held for 3y 11m	$45.1B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$58.1M 0.01% of portfolio	3.25% 1.3M shares	Q4 2021 Held for 3y 11m	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$57.8M 0.00% of portfolio	3.24% 1.3M shares	Q4 2021 Held for 3y 11m	$2.88T
A AMERICAN CENTURY COMPANIES INC Institution	-	$57.1M 0.03% of portfolio	3.20% 1.3M shares	Q1 2022 Held for 3y 8m	$195.93B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$41.7M 0.22% of portfolio	2.33% 942.0K shares	Q1 2025 Held for 8 months	$18.6B
ROYAL LONDON ASSET MANAGEMENT LTD Digital Asset Manager	Jasleen Kaur Bains CCO	$37.5M 0.08% of portfolio	2.10% 849.0K shares	Q4 2021 Held for 3y 11m	$46.5B

Net Capital Flow

Institutional buying and selling activity for SLVM in Q3 2025

Traded: +$26.9M
Buyers: 131
Sellers: 174
Total Bought: +$145.4M
Total Sold: −$118.4M
Avg Position: $4.2M

Biggest Buyers

Institution	Net Bought	Current Position
N NOMURA HOLDINGS INC Institution	+$24.2M +546.3K shares	$95.1M 2.2M shares
F Fourth Sail Capital LP Institution	+$17.2M +388.3K shares	$24.4M 550.9K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$13.6M +308.6K shares	$14.0M 316.4K shares
D D. E. Shaw & Co., Inc. Institution	+$12.9M +292.6K shares	$19.5M 440.5K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	+$9.3M +210.5K shares	$12.1M 273.5K shares
Empowered Funds, LLC ETF Provider	+$6.2M +139.6K shares	$6.2M 139.6K shares
WASATCH ADVISORS INC Long Only Manager	+$4.6M +104.8K shares	$41.7M 942.0K shares
MORGAN STANLEY RIA/Wealth	+$4.1M +92.2K shares	$24.9M 563.0K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$3.9M +87.1K shares	$57.1M 1.3M shares
Trexquant Investment LP Hedge Fund•Quant	+$3.1M +70.2K shares	$3.6M 80.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
J J. Goldman & Co LP Hedge Fund•Multi-Strategy	−$15.6M −311.4K shares	Sold Off 0 shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$6.2M −140.7K shares	$37.4M 845.2K shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$5.2M −118.5K shares	$1.8M 39.9K shares
Q Qube Research & Technologies Ltd Institution	−$4.9M −111.1K shares	$6.4M 145.4K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	−$4.2M −83.8K shares	Sold Off 0 shares
Y Y-Intercept Ltd Institution	−$4.0M −91.0K shares	$2.6M 57.9K shares
Invesco Ltd. ETF Provider	−$4.0M −89.8K shares	$15.0M 340.0K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$3.9M −89.1K shares	$58.1M 1.3M shares
FMR LLC Institution	−$3.9M −87.1K shares	$18.2M 411.1K shares
P Pacer Advisors, Inc. Institution	−$3.6M −82.5K shares	$8.8M 198.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SLVM in Q3 2025

New Positions: 18
New Value: $1.8M
Exited Positions: 61
Exited Value: $39.7M

New Positions

Institution	Position Value
ISAM Funds Ltd Hedge Fund•Quant	$592.0K 13.4K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$314.4K 7.1K shares
Baird Financial Group, Inc. Private Equity	$294.7K 6.7K shares
Optimize Financial Inc RIA/Wealth	$289.3K 6.5K shares
Verity Asset Management, Inc. RIA/Wealth	$210.6K 4.8K shares
O Optiver Holding B.V. Institution	$83.8K 1.9K shares
Point72 Europe LLP Digital Asset Manager	$19.6K 442.0 shares
S Salomon & Ludwin, LLC Institution	$11.5K 258.0 shares
R Root Financial Partners, LLC RIA/Wealth	$4.8K 109.0 shares
JPL Wealth Management, LLC RIA/Wealth	$885.0 20.0 shares

Exited Positions

Institution	Previous Position
J J. Goldman & Co LP Hedge Fund•Multi-Strategy	$15.6M 311.4K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$4.2M 83.8K shares
SEGALL BRYANT & HAMILL Long Only Manager	$2.9M 58.6K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$1.6M 32.9K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.5M 30.6K shares
CWM Advisors, LLC ETF Provider	$1.5M 29.5K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$1.5M 29.4K shares
MARTINGALE ASSET MANAGEMENT L P Long Only Manager	$1.2M 24.7K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$1.2M 23.3K shares
B Brevan Howard Capital Management LP Institution	$861.5K 17.2K shares

Options Activity

Institutions with the largest Call and Put options positions in SLVM as of Q3 2025

Call Positions: 3
Call Value: $1.0M
Put Positions: 4
Put Value: $1.0M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$689.8K 156.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$318.4K 72.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$437.8K 99.0 contracts
W WOLVERINE TRADING, LLC Institution	$311.8K 72.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$256.5K 58.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with SLVM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A Atlas FRM LLC Institution	-	40.10% $279.1M	15.64% 6.3M shares	Q4 2021 Held for 3y 11m	$696.0M
F Fourth Sail Capital LP Institution	-	5.98% $24.4M	1.36% 550.9K shares	Q2 2025 Held for 5 months	$407.6M
Rock Point Advisors, LLC RIA/Wealth	Todd Alan Wulfson President	0.96% $3.6M	0.20% 82.0K shares	Q2 2025 Held for 5 months	$377.4M
N NOMURA HOLDINGS INC Institution	-	0.52% $95.1M	5.33% 2.2M shares	Q2 2023 Held for 2y 5m	$18.4B
NIA IMPACT ADVISORS, LLC Long Only Manager	Kristin Blair Hull CEO	0.45% $1.4M	0.08% 31.1K shares	Q1 2024 Held for 1y 8m	$307.7M
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.42% $712.3K	0.04% 16.1K shares	Q3 2025 Held for 2 months	$170.9M
Cambria Investment Management, L.P. ETF Provider	Mebane Thadley Faber CEO	0.34% $5.8M	0.33% 132.0K shares	Q1 2023 Held for 2y 8m	$1.7B
DENALI ADVISORS LLC Long Only Manager	Robert Guenther Snigaroff CIO	0.33% $2.9M	0.16% 66.4K shares	Q4 2022 Held for 2y 11m	$885.1M
Gallacher Capital Management LLC RIA/Wealth	Quentin Garrett Stoker CCO	0.27% $692.9K	0.04% 15.7K shares	Q3 2024 Held for 1y 2m	$252.9M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.26% $12.1M	0.68% 273.5K shares	Q4 2024 Held for 11 months	$4.7B