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 ($2.3k this quarter). Holder counts are more reliable. Shares outstanding: 41.9m as of 2023-08-04, 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 ≈ $40.44. Options: 6 managers hold calls ($4.5m notional), 5 hold puts ($2.1m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 344 |
| Q4 2022 | 365 |
| Q1 2023 | 359 |
| Q2 2023 | 331 |
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 |
| Q2 2023 | 96 | 155 |
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 |
| Q2 2023 | $4.5m | $2.1m | 0.47 |
Biggest buyers
| NOMURA HOLDINGS INC | New | +2.1m |
| LSV ASSET MANAGEMENT | Added | +1.1m |
| Appian Way Asset Management LP | Added | +243.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +213.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +173.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +124.1k |
| Pacer Advisors, Inc. | Added | +122.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +119.3k |
| Invesco Ltd. | Added | +82.3k |
| TWINBEECH CAPITAL LP | New | +73.8k |
Biggest sellers
| FMR LLC | Reduced | -2.5m |
| COWEN AND COMPANY, LLC | Sold out | -2.1m |
| Nuveen Asset Management, LLC | Reduced | -358.8k |
| FEDERATED HERMES, INC. | Reduced | -277.5k |
| NORGES BANK | Reduced | -275.5k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -200.5k |
| Hudson Bay Capital Management LP | Reduced | -135.0k |
| PANAGORA ASSET MANAGEMENT INC | Sold out | -131.5k |
| VANGUARD GROUP INC | Reduced | -117.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -97.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.8m68.6k shares |
| Appian Way Asset Management LP | New | $974.8k24.1k shares |
| CITADEL ADVISORS LLC | Added | $678.8k16.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $48.0k1.2k shares |
| GROUP ONE TRADING LLC | Added | $32.4k800 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0m48.5k shares |
| CITADEL ADVISORS LLC | Reduced | $126.5k3.1k shares |
| SIMPLEX TRADING, LLC | New | $32.0k800 shares |
| GROUP ONE TRADING LLC | Reduced | $4.0k100 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 48.82% of their portfolio | 6.3m $255.3m | Unchanged |
| BlackRock Inc. 0.01% of their portfolio | 5.3m $214.8m | Added +15.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.5m $102.8m | Reduced -117.9k |
| FMR LLC 0.01% of their portfolio | 2.4m $95.7m | Reduced -2.5m |
| NOMURA HOLDINGS INC 0.89% of their portfolio | 2.1m $87.0m | New |
| LSV ASSET MANAGEMENT 0.16% of their portfolio | 1.8m $71.3m | Added +1.1m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio | 1.5m $62.0m | Added +173.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $49.7m | Added +17.1k |
| Appian Way Asset Management LP 20.01% of their portfolio | 1.2m $49.4m | Added +243.4k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.15% of their portfolio | 1.1m $45.8m | Added +124.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.1m $42.7m | Added +213.6k |
| Pacer Advisors, Inc. 0.15% of their portfolio | 906.8k $36.7m | Added +122.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 727.5k $29.4m | Reduced -24.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 712.2k $28.8m | Added +40.9k |
| MORGAN STANLEY 0.00% of their portfolio | 476.9k $19.3m | Added +42.0k |
| ROYCE & ASSOCIATES LP 0.18% of their portfolio | 462.2k $18.7m | Added +38.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 449.6k $18.2m | Reduced -30.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.09% of their portfolio | 393.1k $15.9m | Reduced -61.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 382.7k $15.5m | Added +25.1k |
| Invesco Ltd. 0.00% of their portfolio | 343.0k $13.9m | Added +82.3k |
| PICTET ASSET MANAGEMENT SA 0.01% of their portfolio | 312.2k $12.6m | Reduced -66.4k |
| NORGES BANK 0.00% of their portfolio | 293.8k $11.9m | Reduced -275.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 275.8k $11.2m | Added +119.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 229.6k $9.3m | Reduced -97.1k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 226.9k $9.2m | Reduced -67.7k |
| Ancora Advisors LLC 0.22% of their portfolio | 201.5k $8.1m | Reduced -88.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 193.3k $7.8m | Reduced -11.7k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 192.4k $7.8m | Added +17.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 189.2k $7.7m | Reduced -17.5k |
| Cambria Investment Management, L.P. 0.50% of their portfolio | 148.2k $6.0m | Reduced -4.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 139.3k $5.6m | Reduced -32.9k |
| Quantedge Capital Pte Ltd 2.50% of their portfolio | 138.7k $5.6m | Added +22.8k |
| State of Alaska, Department of Revenue 0.06% of their portfolio | 130.7k $5.3m | Reduced -875 |
| Allianz Asset Management GmbH 0.01% of their portfolio | 129.2k $5.2m | Reduced -20.2k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 125.5k $5.1m | Added +887 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 119.4k $4.8m | Reduced -25.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 116.8k $4.7m | Reduced -69.0k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 115.0k $4.7m | Reduced -135.0k |
| Brandywine Global Investment Management, LLC 0.04% of their portfolio | 111.6k $4.5m | Reduced -96.2k |
| Rock Point Advisors, LLC 1.47% of their portfolio | 110.5k $4.5m | Added +3.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 105.9k $4.3m | Reduced -27.0k |
| UBS Group AG 0.00% of their portfolio | 105.5k $4.3m | Added +51.9k |
| LGT CAPITAL PARTNERS LTD. 0.15% of their portfolio | 105.0k $4.2m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 103.4k $4.2m | Reduced -264 |
| Legal & General Group Plc 0.00% of their portfolio | 100.6k $4.1m | Reduced -2.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 99.3k $4.0m | Reduced -29.1k |
| Elm Ridge Management, LLC 4.75% of their portfolio | 96.4k $3.9m | Added +12.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 95.9k $3.9m | Reduced -358.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 95.5k $3.9m | Reduced -2.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 88.1k $3.6m | Reduced -17.8k |
| Swiss National Bank 0.00% of their portfolio | 83.4k $3.4m | Reduced -2.3k |
| TWINBEECH CAPITAL LP 0.06% of their portfolio | 73.8k $3.0m | New |
| CLARK ESTATES INC/NY 0.48% of their portfolio | 70.0k $2.8m | Unchanged |
| Weiss Multi-Strategy Advisers LLC 0.05% of their portfolio | 62.3k $2.5m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 60.6k $2.5m | Reduced -728 |
| Jump Financial, LLC 0.09% of their portfolio | 60.1k $2.4m | New |
| Public Sector Pension Investment Board 0.02% of their portfolio | 56.7k $2.3m | Added +470 |
| Polar Asset Management Partners Inc. 0.04% of their portfolio | 52.7k $2.1m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 50.1k $2.0m | Added +4.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 49.4k $2.0m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 48.1k $2.2m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 45.8k $1.9m | Reduced -1.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 45.2k $1.8m | Added +8.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 45.2k $1.8m | Added +198 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 43.8k $1.8m | Added +4.8k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 41.9k $1.7m | Added +9.5k |
| Madison Avenue Partners, LP 0.35% of their portfolio | 40.2k $1.6m | Reduced -59.8k |
| CITIGROUP INC 0.00% of their portfolio | 40.1k $1.6m | Added +19.8k |
| NIA IMPACT ADVISORS, LLC 0.91% of their portfolio | 39.8k $1.6m | Added +523 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 39.7k $1.6m | Added +8.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 38.6k $1.6m | Reduced -986 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 36.1k $1.5m | Added +2.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 32.8k $1.3m | Added +15.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 31.8k $1.3m | Reduced -19.4k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 30.5k $1.2m | Reduced -1.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 29.4k $1.2m | Added +15.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 29.0k $1.2m | Added +1.2k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 28.1k $1.1m | Reduced -546 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 25.7k $1.0m | Reduced -774 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 25.6k $1.0m | Reduced -453 |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 25.2k $1.0m | Added +7.7k |
| SASCO CAPITAL INC / CT/ 0.12% of their portfolio | 24.9k $1.0m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 23.8k $960.9k | Added +2.0k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 23.7k $957.3k | Reduced -7.2k |
| SummerHaven Investment Management, LLC 0.61% of their portfolio | 23.6k $954.6k | Reduced -2.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 23.5k $950.0k | Added +9.1k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 23.0k $931.0k | Reduced -100 |
| BARCLAYS PLC 0.00% of their portfolio | 20.3k $820.2k | Added +1.6k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 19.3k $781.2k | Added +332 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 19.3k $781.1k | Added +814 |
| STRS OHIO 0.00% of their portfolio | 19.0k $768.0k | Reduced -32.3k |
| COMERICA BANK 0.00% of their portfolio | 18.1k $0 | First filing |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 17.4k $705.3k | Reduced -30 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 17.2k $695.7k | Reduced -7.1k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 17.0k $689.1k | Reduced -1.0k |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 16.8k $679.6k | Added +1.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 16.8k $679.0k | Added +1.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 16.8k $677.9k | Reduced -44.7k |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. 0.17% of their portfolio | 16.0k $647.2k | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 15.5k $627.4k | Unchanged |