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 ($1.1m this quarter). Holder counts are more reliable. Shares outstanding: 41.6m as of 2023-11-03, 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 ≈ $49.11. Options: 6 managers hold calls ($7.2m notional), 5 hold puts ($2.1m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 344 |
| Q4 2022 | 365 |
| Q1 2023 | 359 |
| Q2 2023 | 331 |
| Q3 2023 | 315 |
| Q4 2023 | 328 |
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 |
| Q3 2023 | 121 | 126 |
| Q4 2023 | 114 | 135 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $6.5m | $3.4m | 0.52 |
| Q2 2023 | $4.5m | $2.1m | 0.47 |
| Q3 2023 | $8.1m | $3.2m | 0.39 |
| Q4 2023 | $7.2m | $2.1m | 0.29 |
Biggest buyers
| MORGAN STANLEY | Added | +625.0k |
| BlackRock Inc. | Added | +246.6k |
| JANE STREET GROUP, LLC | New | +179.6k |
| Qube Research & Technologies Ltd | New | +164.9k |
| Pictet Asset Management Holding SA | Added | +156.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +132.1k |
| BANK OF AMERICA CORP /DE/ | Added | +128.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +108.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +95.5k |
| STATE STREET CORP | Added | +91.6k |
Biggest sellers
| Pacer Advisors, Inc. | Sold out | -1.3m |
| FMR LLC | Reduced | -970.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -302.4k |
| Appian Way Asset Management LP | Reduced | -263.3k |
| MARSHALL WACE, LLP | Sold out | -78.9k |
| TWO SIGMA ADVISERS, LP | Reduced | -68.2k |
| Weiss Multi-Strategy Advisers LLC | Sold out | -58.6k |
| Quantedge Capital Pte Ltd | Reduced | -56.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -48.3k |
| UBS Group AG | Reduced | -32.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.1m84.2k shares |
| CITADEL ADVISORS LLC | Added | $1.6m33.4k shares |
| GROUP ONE TRADING LLC | Added | $1.0m21.2k shares |
| WOLVERINE TRADING, LLC | Unchanged | $250.5k5.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $162.0k3.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.0m20.9k shares |
| CITADEL ADVISORS LLC | Added | $846.0k17.2k shares |
| SIMPLEX TRADING, LLC | Added | $240.0k4.9k shares |
| GROUP ONE TRADING LLC | New | $14.7k300 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 53.41% of their portfolio | 6.3m $310.0m | Unchanged |
| BlackRock Inc. 0.01% of their portfolio | 5.8m $282.9m | Added +246.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.7m $132.2m | Added +71.8k |
| NOMURA HOLDINGS INC 0.95% of their portfolio | 2.1m $105.6m | Unchanged |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.26% of their portfolio | 1.8m $89.7m | Added +2.3k |
| LSV ASSET MANAGEMENT 0.19% of their portfolio | 1.8m $88.5m | Reduced -9.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio | 1.5m $72.3m | Reduced -302.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $68.5m | Added +91.6k |
| FMR LLC 0.01% of their portfolio | 1.3m $65.2m | Reduced -970.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $56.5m | Added +625.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.1m $56.4m | Added +79.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 804.3k $39.5m | Added +32.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 728.7k $35.8m | Reduced -12.8k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 587.2k $28.8m | Added +156.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 499.0k $24.5m | Added +33.3k |
| ROYCE & ASSOCIATES LP 0.23% of their portfolio | 496.6k $24.4m | Added +4.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 390.8k $19.2m | Reduced -1.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.10% of their portfolio | 388.1k $19.1m | Reduced -11.9k |
| Invesco Ltd. 0.00% of their portfolio | 378.9k $18.6m | Added +24.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 377.7k $18.6m | Added +5.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 253.4k $12.4m | Added +74.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 220.6k $10.8m | Added +128.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 218.0k $10.7m | Added +61.8k |
| NORGES BANK 0.00% of their portfolio | 207.8k $10.2m | Reduced -23.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 207.4k $10.2m | Reduced -609 |
| Cambria Investment Management, L.P. 0.62% of their portfolio | 181.7k $8.9m | Added +20.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 179.6k $8.8m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 169.0k $8.3m | Added +89.4k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 164.9k $8.1m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 159.2k $7.8m | Added +21.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 144.4k $7.1m | Added +95.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 143.7k $7.1m | Reduced -15.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 132.1k $6.5m | New |
| State of Alaska, Department of Revenue 0.08% of their portfolio | 131.4k $6.5m | Reduced -425 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 130.6k $6.4m | Reduced -1.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 117.9k $5.8m | Reduced -700 |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 115.2k $5.7m | Reduced -3.2k |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 115.2k $5.7m | Reduced -11.5k |
| Rock Point Advisors, LLC 1.71% of their portfolio | 114.5k $5.6m | Reduced -1.1k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 114.4k $5.6m | Reduced -68.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 110.5k $5.4m | Added +2.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 108.5k $5.3m | New |
| Legal & General Group Plc 0.00% of their portfolio | 106.3k $5.2m | Reduced -90 |
| CX Institutional 0.28% of their portfolio | 105.7k $5.2m | Reduced -6.4k |
| Beacon Pointe Advisors, LLC 0.06% of their portfolio | 101.3k $5.0m | Added +60 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 99.4k $4.9m | Added +8.3k |
| Elm Ridge Management, LLC 5.36% of their portfolio | 98.5k $4.8m | Reduced -10.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 96.7k $4.7m | Added +1.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 96.7k $4.7m | Added +1.1k |
| JUPITER ASSET MANAGEMENT LTD 0.05% of their portfolio | 95.2k $4.7m | Added +25.0k |
| LGT CAPITAL PARTNERS LTD. 0.13% of their portfolio | 90.0k $4.4m | Reduced -15.0k |
| DENALI ADVISORS LLC 1.33% of their portfolio | 88.9k $4.4m | Added +15.8k |
| Swiss National Bank 0.00% of their portfolio | 74.3k $3.6m | Reduced -10.0k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 73.3k $3.6m | Added +29.3k |
| CLARK ESTATES INC/NY 0.58% of their portfolio | 70.0k $3.4m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 65.4k $3.2m | Added +46.4k |
| CIBC WORLD MARKETS CORP 0.01% of their portfolio | 50.0k $2.5m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 49.0k $2.4m | Added +3.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 47.8k $2.3m | Added +2.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 47.0k $2.3m | Added +14.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 44.3k $2.2m | Added +22.4k |
| ASSETMARK, INC 0.01% of their portfolio | 43.1k $2.1m | Added +2.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 41.2k $2.0m | Reduced -346 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 40.7k $2.0m | Reduced -1.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 39.4k $1.9m | Reduced -2.5k |
| HRT FINANCIAL LP 0.01% of their portfolio | 38.8k $1.9m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 38.7k $1.9m | Reduced -4.6k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 33.8k $1.7m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 32.0k $1.6m | Reduced -16.6k |
| CITIGROUP INC 0.00% of their portfolio | 31.6k $1.6m | Added +8.1k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 31.5k $1.5m | Reduced -1.1k |
| Appian Way Asset Management LP 0.50% of their portfolio | 31.1k $1.5m | Reduced -263.3k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 30.5k $1.5m | Added +290 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 30.3k $1.5m | Added +25 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 27.5k $1.4m | Added +8.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 25.7k $1.3m | Added +6.0k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 25.6k $1.3m | Reduced -8.7k |
| SG Americas Securities, LLC 0.01% of their portfolio | 23.9k $1.2m | Reduced -22.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 23.7k $1.2m | Added +415 |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 23.2k $1.1m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 22.9k $1.1m | Reduced -4.9k |
| Mariner, LLC 0.00% of their portfolio | 21.4k $1.1m | Added +4.5k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 21.1k $1.0m | Reduced -1.2k |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 20.8k $1.0m | Added +2.0k |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 20.4k $1.0m | Added +19.4k |
| CHESAPEAKE CAPITAL CORP /IL/ 0.71% of their portfolio | 19.7k $969.4k | First filing |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 19.6k $965.0k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 19.5k $957.0k | Added +1.1k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 19.5k $956.2k | Reduced -473 |
| Squarepoint Ops LLC 0.00% of their portfolio | 19.4k $951.7k | New |
| MetLife Investment Management, LLC 0.01% of their portfolio | 19.3k $948.4k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 19.0k $935.5k | Reduced -381 |
| LPL Financial LLC 0.00% of their portfolio | 18.4k $905.9k | Added +1.2k |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 17.7k $869.2k | Reduced -400 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 17.6k $862.9k | Reduced -328 |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 17.5k $860.4k | Added +4.1k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 17.5k $858.4k | Reduced -70 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 17.4k $854.6k | Reduced -29 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 17.2k $842.7k | Added +1.6k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 16.9k $831.6k | Reduced -9.0k |