SYLVAMO CORP SLVM
COMMON STOCK · Common Stock · CUSIP 871332102 · ISIN US8713321029
- SectorMaterials
- IndustryPaper Mills
- HeadquartersMemphis, TN
- Websitesylvamo.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($539.5k this quarter). Holder counts are more reliable. Shares outstanding: 44.1m as of 2022-11-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $48.59. Options: 9 managers hold calls ($6.5m notional), 6 hold puts ($3.6m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 344 |
| Q4 2022 | 365 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $19.2m | $13.8m | 0.72 |
| Q4 2022 | $6.5m | $3.6m | 0.55 |
Biggest buyers
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +366.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +259.9k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +235.5k |
| TWO SIGMA ADVISERS, LP | Added | +198.5k |
| PRUDENTIAL FINANCIAL INC | Added | +188.0k |
| Nuveen Asset Management, LLC | Added | +180.3k |
| Bank of New York Mellon Corp | Added | +173.1k |
| TWO SIGMA INVESTMENTS, LP | Added | +164.6k |
| VANGUARD GROUP INC | Added | +153.0k |
| FEDERATED HERMES, INC. | Added | +139.4k |
Biggest sellers
| Madison Avenue Partners, LP | Reduced | -1.3m |
| MARSHALL WACE, LLP | Reduced | -595.2k |
| Newtyn Management, LLC | Sold out | -438.7k |
| Boundary Creek Advisors LP | Sold out | -318.0k |
| CAAS CAPITAL MANAGEMENT LP | Sold out | -312.2k |
| Appian Way Asset Management LP | Reduced | -307.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -301.1k |
| PICTET ASSET MANAGEMENT SA | Reduced | -154.2k |
| Ghisallo Capital Management LLC | Sold out | -150.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -103.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.0m81.8k shares |
| PEAK6 Investments LLC | New | $1.3m26.4k shares |
| CITADEL ADVISORS LLC | Reduced | $732.0k15.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $277.0k5.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $131.0k2.7k shares |
| GROUP ONE TRADING LLC | Added | $77.7k1.6k shares |
| Walleye Trading LLC | Unchanged | $24.3k500 shares |
| Paladin Advisory Group, LLC | Unchanged | $2.0k40 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | Reduced | $2.0m41.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $748.3k15.4k shares |
| CITADEL ADVISORS LLC | Reduced | $664.3k13.7k shares |
| UBS Group AG | Added | $131.2k2.7k shares |
| GROUP ONE TRADING LLC | New | $9.7k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
ACR Group Paper Holdings LP
13D · may seek influence
filed 2025-11-06
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented to include the following: "On November 5, 2025, in order to terminate the "Cooperation Period" under the Cooperation Agreement by and among certain of the Reporting Persons and the Issuer, the Reporting Persons that are party to the Cooperation Agreement (i) delivered to Karl Meyers and Mark Wilde, each a director of the Issuer, a notice designating in writing that Mr. Meyers and Mr. Wilde resign from the board of directors of the Issuer (each such notice, a "Director Resignation Notice") and notified the Issuer in writing that such Director Resignation Notices were delivered and (ii) delivered notice to the Issuer in writing that the Atlas Group (as defined in the Cooperation Agreement) waives its rights under Section 1(c)(i) … Full filing |
15.6% |
| INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor new · filed 2025-11-24 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 5 | $2.2m | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 59.55% of their portfolio | 6.3m $306.7m | Unchanged |
| BlackRock Inc. 0.01% of their portfolio | 5.6m $270.2m | Added +138.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.7m $131.7m | Added +153.0k |
| FMR LLC 0.01% of their portfolio | 2.2m $107.0m | Added +94.0k |
| COWEN AND COMPANY, LLC 11.07% of their portfolio | 2.1m $104.5m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $59.6m | Reduced -45.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.17% of their portfolio | 758.4k $36.9m | Added +366.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 752.4k $36.6m | Reduced -6.6k |
| Appian Way Asset Management LP 13.74% of their portfolio | 752.2k $36.5m | Reduced -307.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 679.4k $33.0m | Added +166 |
| Madison Avenue Partners, LP 5.34% of their portfolio | 620.8k $30.2m | Reduced -1.3m |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 516.7k $25.1m | Added +235.5k |
| MORGAN STANLEY 0.00% of their portfolio | 513.8k $25.0m | Added +86.5k |
| Pacer Advisors, Inc. 0.13% of their portfolio | 503.2k $24.5m | Reduced -60.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 497.8k $24.2m | Added +173.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 494.0k $24.0m | Added +109.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 434.9k $21.1m | Reduced -103.3k |
| ROYCE & ASSOCIATES LP 0.22% of their portfolio | 432.1k $21.0m | Added +8.0k |
| PICTET ASSET MANAGEMENT SA 0.03% of their portfolio | 413.9k $20.1m | Reduced -154.2k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 402.4k $19.6m | Added +259.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 396.6k $19.3m | Added +180.3k |
| NORGES BANK 0.00% of their portfolio | 376.4k $18.3m | Added +4.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 374.6k $18.2m | Added +2.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.12% of their portfolio | 355.4k $17.3m | Reduced -6.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 355.3k $17.3m | Added +21.2k |
| LSV ASSET MANAGEMENT 0.04% of their portfolio | 342.7k $16.7m | Added +128.9k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 333.6k $16.2m | Added +198.5k |
| Invesco Ltd. 0.00% of their portfolio | 271.6k $13.2m | Reduced -24.5k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 255.7k $12.4m | Added +139.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 228.0k $11.1m | Reduced -301.1k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 224.2k $10.9m | Added +164.6k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 222.0k $10.8m | Added +188.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 218.7k $10.6m | Added +13.1k |
| Cubist Systematic Strategies, LLC 0.08% of their portfolio | 201.7k $9.8m | Added +90.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 190.4k $9.3m | Reduced -17.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.05% of their portfolio | 189.1k $9.2m | Reduced -39.5k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 177.3k $8.6m | Reduced -595.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 175.5k $8.5m | Added +75.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 145.6k $7.1m | Reduced -15.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 132.9k $6.5m | Added +565 |
| State of Alaska, Department of Revenue 0.08% of their portfolio | 132.7k $6.4m | Added +4.9k |
| Ancora Advisors LLC 0.18% of their portfolio | 127.7k $6.2m | Reduced -37.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 113.6k $5.5m | Added +40.6k |
| Legal & General Group Plc 0.00% of their portfolio | 109.0k $5.3m | Reduced -485 |
| Elm Ridge Management, LLC 5.01% of their portfolio | 108.6k $5.3m | Reduced -11.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 102.3k $5.0m | Added +53.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 102.0k $5.0m | Reduced -817 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 101.7k $4.9m | Added +58.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 99.0k $4.8m | Reduced -5.1k |
| Swiss National Bank 0.00% of their portfolio | 95.9k $4.7m | Added +2.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 94.9k $4.6m | Reduced -38.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 90.8k $4.4m | Added +46.6k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 90.3k $4.4m | New |
| Rock Point Advisors, LLC 1.42% of their portfolio | 84.6k $4.1m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 83.1k $4.0m | Added +2.5k |
| Hudson Bay Capital Management LP 0.04% of their portfolio | 75.0k $3.6m | New |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 72.8k $3.5m | Added +21.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 71.1k $3.5m | Added +20.4k |
| Quantedge Capital Pte Ltd 1.13% of their portfolio | 69.1k $3.4m | Reduced -18.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 63.1k $3.1m | Reduced -6.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 62.5k $3.0m | New |
| Watchtower Advisors, LP 1.77% of their portfolio | 61.7k $3.0m | Reduced -84.6k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.35% of their portfolio | 61.2k $3.0m | Added +34.2k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 60.2k $2.9m | Reduced -492 |
| TWINBEECH CAPITAL LP 0.05% of their portfolio | 57.8k $2.8m | Added +41.8k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.04% of their portfolio | 51.8k $2.5m | Added +31.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 50.6k $2.5m | New |
| UBS Group AG 0.00% of their portfolio | 49.7k $2.4m | Added +34.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 49.6k $2.4m | Added +665 |
| Alaska Permanent Fund Corp 0.04% of their portfolio | 48.7k $2.4m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 47.1k $2.3m | Added +6.6k |
| SG Americas Securities, LLC 0.03% of their portfolio | 46.3k $2.3m | Added +32.8k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 44.3k $2.2m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 44.0k $2.1m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 42.5k $2.1m | Reduced -2.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 41.7k $2.0m | Reduced -419 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 39.4k $1.9m | Added +11.2k |
| NIA IMPACT ADVISORS, LLC 1.06% of their portfolio | 37.6k $1.8m | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 36.6k $1.8m | Added +14.9k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 35.4k $1.7m | Added +5.2k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 34.2k $1.7m | Reduced -9.5k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 33.9k $1.6m | Reduced -284 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 33.4k $1.6m | Added +5.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 31.8k $1.5m | Added +1.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 29.9k $1.5m | Reduced -37.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.7k $1.4m | Added +5.4k |
| DENALI ADVISORS LLC 0.57% of their portfolio | 28.0k $1.4m | New |
| SummerHaven Investment Management, LLC 0.75% of their portfolio | 25.9k $1.3m | Added +223 |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 25.8k $1.3m | Added +1.5k |
| SASCO CAPITAL INC / CT/ 0.15% of their portfolio | 24.9k $1.2m | Reduced -9.3k |
| BOULDER HILL CAPITAL MANAGEMENT LP 0.97% of their portfolio | 24.0k $1.2m | New |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 23.3k $1.1m | Unchanged |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 23.3k $1.1m | Reduced -5.7k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 22.2k $1.1m | Reduced -1.6k |
| CITIGROUP INC 0.00% of their portfolio | 21.2k $1.0m | Added +4.2k |
| PEAK6 Investments LLC 0.05% of their portfolio | 20.4k $991.7k | Reduced -2.4k |
| COMERICA BANK 0.01% of their portfolio | 20.2k $961.0k | Reduced -5.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 20.0k $973.9k | Added +1.8k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 19.1k $929.4k | Reduced -147 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 19.1k $927.4k | Reduced -13.8k |