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 ($826.1k this quarter). Holder counts are more reliable. Shares outstanding: 42.6m as of 2023-05-05, 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 ≈ $46.26. Options: 7 managers hold calls ($6.5m notional), 6 hold puts ($3.4m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 344 |
| Q4 2022 | 365 |
| Q1 2023 | 359 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 154 | 139 |
| Q1 2023 | 120 | 162 |
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 |
| Q1 2023 | $6.5m | $3.4m | 0.52 |
Biggest buyers
| FMR LLC | Added | +2.7m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +924.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +396.4k |
| LSV ASSET MANAGEMENT | Added | +335.9k |
| Pacer Advisors, Inc. | Added | +281.6k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +250.8k |
| Appian Way Asset Management LP | Added | +224.5k |
| Brandywine Global Investment Management, LLC | New | +207.8k |
| NORGES BANK | Added | +192.8k |
| Hudson Bay Capital Management LP | Added | +175.0k |
Biggest sellers
| Madison Avenue Partners, LP | Reduced | -520.8k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -448.1k |
| BlackRock Inc. | Reduced | -266.1k |
| PRUDENTIAL FINANCIAL INC | Reduced | -190.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -190.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -189.4k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -165.6k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -162.7k |
| Cubist Systematic Strategies, LLC | Reduced | -108.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -90.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.1m88.7k shares |
| Hudson Bay Capital Management LP | New | $1.2m25.8k shares |
| PEAK6 Investments LLC | Reduced | $647.6k14.0k shares |
| CITADEL ADVISORS LLC | Reduced | $446.6k9.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $92.0k2.0k shares |
| GROUP ONE TRADING LLC | Reduced | $27.8k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m23.8k shares |
| DIFESA CAPITAL MANAGEMENT, LP | New | $920.0k20.0k shares |
| PEAK6 Investments LLC | Reduced | $911.3k19.7k shares |
| CITADEL ADVISORS LLC | Reduced | $440.7k9.5k shares |
| GROUP ONE TRADING LLC | Unchanged | $9.3k200 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2023 | 2 | $742.3k | 2 | $733.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-13 | SIMS JOHN V SVP & Chief Financial Officer | Sold | $614.0k12.8k shares |
| 2023-03-10 | Meyers Karl L Director | Bought | $491.7k10.0k shares |
| 2023-03-09 | Cleves Thomas A SVP, Corporate Affairs | Bought | $250.6k5.0k shares |
| 2023-03-09 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Sold | $119.5k2.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 58.15% of their portfolio | 6.3m $292.0m | Unchanged |
| BlackRock Inc. 0.01% of their portfolio | 5.3m $244.9m | Reduced -266.1k |
| FMR LLC 0.01% of their portfolio | 4.9m $226.2m | Added +2.7m |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.7m $123.0m | Reduced -51.2k |
| COWEN AND COMPANY, LLC 11.70% of their portfolio | 2.1m $99.5m | Unchanged |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.22% of their portfolio | 1.4m $62.9m | Added +924.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $56.0m | Reduced -17.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.19% of their portfolio | 1.0m $46.7m | Added +250.8k |
| Appian Way Asset Management LP 15.52% of their portfolio | 976.7k $45.2m | Added +224.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 842.1k $39.0m | Added +89.7k |
| Pacer Advisors, Inc. 0.16% of their portfolio | 784.7k $36.3m | Added +281.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 751.7k $34.8m | Added +396.4k |
| LSV ASSET MANAGEMENT 0.07% of their portfolio | 678.6k $31.4m | Added +335.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 671.3k $31.1m | Reduced -8.1k |
| NORGES BANK 0.01% of their portfolio | 569.3k $26.3m | Added +192.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 479.6k $22.2m | Reduced -18.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.13% of their portfolio | 455.0k $21.0m | Added +99.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 454.8k $21.0m | Added +58.2k |
| MORGAN STANLEY 0.00% of their portfolio | 434.9k $20.1m | Reduced -78.9k |
| ROYCE & ASSOCIATES LP 0.20% of their portfolio | 424.0k $19.6m | Reduced -8.1k |
| PICTET ASSET MANAGEMENT SA 0.02% of their portfolio | 378.7k $17.5m | Reduced -35.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 357.6k $16.5m | Reduced -17.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 326.7k $15.1m | Reduced -190.0k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 294.6k $13.6m | Reduced -39.0k |
| Ancora Advisors LLC 0.38% of their portfolio | 290.2k $13.4m | Added +162.5k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 279.1k $12.9m | Added +23.4k |
| Invesco Ltd. 0.00% of their portfolio | 260.7k $12.1m | Reduced -10.9k |
| Hudson Bay Capital Management LP 0.07% of their portfolio | 250.0k $11.6m | Added +175.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 212.9k $9.8m | Reduced -189.4k |
| Brandywine Global Investment Management, LLC 0.04% of their portfolio | 207.8k $9.6m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 206.7k $9.6m | Reduced -21.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 205.0k $9.5m | Reduced -13.6k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 185.8k $8.6m | Added +91.0k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 174.9k $8.1m | Reduced -2.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 172.2k $8.0m | Reduced -18.2k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 156.5k $7.1m | Added +73.4k |
| Cambria Investment Management, L.P. 0.58% of their portfolio | 153.0k $7.1m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 149.4k $6.9m | Added +35.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 144.6k $6.7m | Reduced -1.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 132.9k $6.1m | Unchanged |
| State of Alaska, Department of Revenue 0.07% of their portfolio | 131.5k $6.1m | Reduced -1.2k |
| PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio | 131.5k $6.1m | Added +58.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 128.5k $5.9m | Added +26.8k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 124.6k $5.8m | Added +34.3k |
| Quantedge Capital Pte Ltd 2.09% of their portfolio | 115.9k $5.4m | Added +46.8k |
| Rock Point Advisors, LLC 1.68% of their portfolio | 106.7k $4.9m | Added +22.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 105.9k $4.9m | Reduced -69.6k |
| LGT CAPITAL PARTNERS LTD. 0.14% of their portfolio | 105.0k $4.9m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 103.7k $4.8m | Added +1.7k |
| Legal & General Group Plc 0.00% of their portfolio | 103.2k $4.8m | Reduced -5.7k |
| Madison Avenue Partners, LP 0.99% of their portfolio | 100.0k $4.6m | Reduced -520.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 97.7k $4.5m | Reduced -4.6k |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 93.5k $4.3m | Reduced -108.2k |
| Swiss National Bank 0.00% of their portfolio | 85.7k $4.0m | Reduced -10.2k |
| Elm Ridge Management, LLC 4.05% of their portfolio | 83.9k $3.9m | Reduced -24.6k |
| CLARK ESTATES INC/NY 0.64% of their portfolio | 70.0k $3.2m | New |
| DENALI ADVISORS LLC 1.33% of their portfolio | 69.0k $3.2m | Added +41.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 61.5k $2.8m | Reduced -162.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 61.4k $2.8m | Reduced -37.7k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 56.2k $2.6m | Reduced -4.0k |
| UBS Group AG 0.00% of their portfolio | 53.7k $2.5m | Added +4.0k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 52.2k $2.4m | Added +35.1k |
| STRS OHIO 0.00% of their portfolio | 51.3k $2.4m | Added +34.8k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.06% of their portfolio | 51.2k $2.4m | Reduced -579 |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 50.1k $2.3m | Added +5.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 49.4k $2.3m | Reduced -1.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 48.1k $2.2m | Added +14.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 47.6k $2.2m | Reduced -2.0k |
| Crestline Management, L.P. 0.26% of their portfolio | 46.4k $2.1m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 45.9k $2.1m | Reduced -448.1k |
| HRT FINANCIAL LP 0.03% of their portfolio | 45.7k $2.1m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 45.1k $2.1m | Added +5.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 45.0k $2.1m | Added +2.5k |
| Ergoteles LLC 0.08% of their portfolio | 43.3k $2.0m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 39.6k $1.8m | Reduced -2.1k |
| NIA IMPACT ADVISORS, LLC 0.98% of their portfolio | 39.3k $1.8m | Added +1.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 39.0k $1.8m | Added +9.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 37.2k $1.7m | Reduced -6.8k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 34.8k $1.6m | Reduced -36.3k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 33.8k $1.6m | Reduced -1.6k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 32.4k $1.5m | Added +569 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 31.7k $1.5m | Reduced -2.3k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 31.4k $1.0m | Reduced -190.6k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 30.8k $1.4m | Reduced -3.4k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.13% of their portfolio | 30.5k $1.4m | Reduced -30.8k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 28.7k $1.3m | Added +6.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 27.8k $1.3m | New |
| WINTON GROUP Ltd 0.08% of their portfolio | 27.0k $1.2m | Added +11.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 26.5k $1.2m | Added +21.6k |
| SummerHaven Investment Management, LLC 0.71% of their portfolio | 26.3k $1.2m | Added +365 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 26.1k $1.2m | Added +7.0k |
| SASCO CAPITAL INC / CT/ 0.14% of their portfolio | 24.9k $1.2m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 24.3k $1.1m | Added +4.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 23.5k $1.1m | Reduced -165.6k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 23.1k $1.1m | Reduced -221 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 21.8k $1.0m | Reduced -41.2k |
| CITIGROUP INC 0.00% of their portfolio | 20.2k $936.8k | Reduced -986 |
| DIFESA CAPITAL MANAGEMENT, LP 0.87% of their portfolio | 20.0k $925.2k | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 19.8k $914.7k | Added +11.3k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 19.0k $878.0k | Unchanged |