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 ($2.9m this quarter). Holder counts are more reliable. Shares outstanding: 41.0m as of 2024-08-02, 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 ≈ $68.60. Options: 6 managers hold calls ($4.3m notional), 4 hold puts ($3.1m).
Trends to Q2 2024
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 |
| Q1 2024 | 353 |
| Q2 2024 | 381 |
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 |
| Q1 2024 | 127 | 152 |
| Q2 2024 | 154 | 150 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $8.1m | $3.2m | 0.39 |
| Q4 2023 | $7.2m | $2.1m | 0.29 |
| Q1 2024 | $7.7m | $126.2m | 16.44 |
| Q2 2024 | $4.3m | $3.1m | 0.72 |
Biggest buyers
| SG Americas Securities, LLC | New | +905.3k |
| AMERICAN CENTURY COMPANIES INC | Added | +230.3k |
| JPMORGAN CHASE & CO | Added | +215.8k |
| JANE STREET GROUP, LLC | Added | +168.6k |
| ACADIAN ASSET MANAGEMENT LLC | New | +145.9k |
| GOLDMAN SACHS GROUP INC | Added | +115.2k |
| BANK OF AMERICA CORP /DE/ | Added | +89.4k |
| VANGUARD GROUP INC | Added | +85.5k |
| SEGALL BRYANT & HAMILL, LLC | New | +84.9k |
| Allianz Asset Management GmbH | Added | +72.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.0m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -703.6k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Reduced | -273.7k |
| Invesco Ltd. | Reduced | -152.9k |
| BlackRock Inc. | Reduced | -93.7k |
| LGT CAPITAL PARTNERS LTD. | Reduced | -73.0k |
| CLARK ESTATES INC/NY | Sold out | -70.0k |
| UBS Group AG | Reduced | -61.4k |
| Rock Point Advisors, LLC | Reduced | -58.0k |
| ExodusPoint Capital Management, LP | Reduced | -49.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.2m32.7k shares |
| CITADEL ADVISORS LLC | Added | $1.6m24.0k shares |
| JANE STREET GROUP, LLC | Reduced | $226.4k3.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $150.0k2.2k shares |
| GROUP ONE TRADING LLC | New | $6.9k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.5m36.4k shares |
| CITADEL ADVISORS LLC | Reduced | $411.6k6.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $157.0k2.3k 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 2024
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 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 | — | — |
| Q1 2024 | 0 | — | 4 | $2.7m | $2.3m |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 57.38% of their portfolio | 6.3m $433.0m | Unchanged |
| BlackRock Inc. 0.01% of their portfolio | 5.5m $377.7m | Reduced -93.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.9m $200.1m | Added +85.5k |
| NOMURA HOLDINGS INC 0.94% of their portfolio | 2.1m $147.5m | Unchanged |
| LSV ASSET MANAGEMENT 0.26% of their portfolio | 1.7m $120.0m | Reduced -8.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.29% of their portfolio | 1.7m $115.5m | Reduced -273.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $95.7m | Reduced -10.1k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.3m $90.3m | Added +62.2k |
| SG Americas Securities, LLC 0.39% of their portfolio | 905.3k $62.1m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 888.1k $60.9m | Added +47.6k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 765.9k $52.5m | Reduced -12.6k |
| FMR LLC 0.00% of their portfolio | 694.0k $47.6m | Added +64.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 684.4k $47.0m | Reduced -27.3k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 663.0k $45.5m | Added +230.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 631.5k $43.3m | Reduced -703.6k |
| MORGAN STANLEY 0.00% of their portfolio | 564.5k $38.7m | Reduced -1.0m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 483.6k $33.2m | Added +1.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 480.3k $33.0m | Added +215.8k |
| ROYCE & ASSOCIATES LP 0.28% of their portfolio | 431.5k $29.6m | Reduced -20.4k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 382.4k $26.2m | Reduced -21.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 366.6k $25.1m | Reduced -13.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.10% of their portfolio | 347.1k $23.8m | Reduced -39.2k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 345.9k $23.7m | Added +31.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 267.9k $18.4m | Added +115.2k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 260.1k $17.8m | Added +72.9k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 240.3k $16.5m | Reduced -43.5k |
| Cambria Investment Management, L.P. 0.92% of their portfolio | 219.7k $15.1m | Added +18.5k |
| Invesco Ltd. 0.00% of their portfolio | 218.5k $15.0m | Reduced -152.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 204.0k $14.0m | Added +89.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 187.0k $12.8m | Reduced -8.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 185.1k $12.7m | Reduced -31.6k |
| JUPITER ASSET MANAGEMENT LTD 0.12% of their portfolio | 183.0k $12.6m | Added +59.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 172.7k $11.8m | Added +168.6k |
| NORGES BANK 0.00% of their portfolio | 149.5k $10.3m | Reduced -48.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 145.9k $10.0m | New |
| Brandywine Global Investment Management, LLC 0.07% of their portfolio | 135.2k $9.3m | Reduced -6.6k |
| State of Alaska, Department of Revenue 0.10% of their portfolio | 130.2k $8.9m | Reduced -1.0k |
| Weiss Asset Management LP 0.43% of their portfolio | 130.0k $8.9m | Added +35.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 123.8k $8.5m | Reduced -8.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 118.6k $8.1m | Reduced -23.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 110.3k $7.6m | Added +2.5k |
| Legal & General Group Plc 0.00% of their portfolio | 102.5k $7.0m | Reduced -3.5k |
| Beacon Pointe Advisors, LLC 0.08% of their portfolio | 101.2k $6.9m | Reduced -64 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 101.0k $6.9m | Reduced -7.7k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 98.7k $6.8m | Added +30.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 96.7k $6.6m | Added +1.3k |
| CIBC WORLD MARKETS CORP 0.04% of their portfolio | 95.0k $6.5m | Unchanged |
| DENALI ADVISORS LLC 1.73% of their portfolio | 92.2k $6.3m | Added +9.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 86.9k $6.0m | Reduced -26.5k |
| SEGALL BRYANT & HAMILL, LLC 0.10% of their portfolio | 84.9k $5.8m | New |
| Polar Asset Management Partners Inc. 0.15% of their portfolio | 83.7k $5.7m | Reduced -4.0k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 81.4k $5.6m | Reduced -1.6k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 77.0k $5.3m | Added +4.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 73.0k $5.0m | Reduced -1.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 70.9k $4.9m | Added +32.2k |
| Swiss National Bank 0.00% of their portfolio | 69.4k $4.8m | Reduced -4.4k |
| ZACKS INVESTMENT MANAGEMENT 0.05% of their portfolio | 62.0k $4.3m | Added +5.6k |
| Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio | 59.7k $4.1m | Added +2.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 54.5k $3.7m | Added +20.3k |
| Rock Point Advisors, LLC 1.07% of their portfolio | 52.0k $3.6m | Reduced -58.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 50.1k $3.4m | Added +2.9k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 46.9k $3.2m | Added +7.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 45.5k $3.1m | Added +14.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 43.7k $3.0m | Reduced -2.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 41.3k $2.8m | Reduced -6.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 41.3k $2.8m | Reduced -31.8k |
| Trexquant Investment LP 0.04% of their portfolio | 40.7k $2.8m | Added +19.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 37.3k $2.6m | Reduced -3.6k |
| Mariner, LLC 0.00% of their portfolio | 35.5k $2.4m | Added +5.8k |
| MARTINGALE ASSET MANAGEMENT L P 0.05% of their portfolio | 34.7k $2.4m | Added +30.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 34.4k $2.4m | Reduced -2.9k |
| NIA IMPACT ADVISORS, LLC 0.83% of their portfolio | 33.5k $2.3m | Reduced -1.2k |
| ClariVest Asset Management LLC 0.21% of their portfolio | 29.5k $2.0m | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 29.0k $2.0m | Reduced -1.6k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 28.8k $2.0m | New |
| UBS Group AG 0.00% of their portfolio | 28.6k $2.0m | Reduced -61.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 28.0k $1.9m | Added +19.9k |
| CITIGROUP INC 0.00% of their portfolio | 27.9k $1.9m | Added +1.5k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 27.6k $1.9m | Reduced -3.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 27.3k $1.9m | Added +3.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 26.9k $1.8m | Added +3.6k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 26.7k $1.8m | Reduced -21.4k |
| Abacus FCF Advisors LLC 0.45% of their portfolio | 26.2k $1.8m | New |
| MEEDER ASSET MANAGEMENT INC 0.12% of their portfolio | 25.8k $1.8m | Unchanged |
| Gotham Asset Management, LLC 0.02% of their portfolio | 24.2k $1.7m | Added +3.2k |
| CX Institutional 0.08% of their portfolio | 23.9k $1.6m | Reduced -2.0k |
| ASSETMARK, INC 0.01% of their portfolio | 23.8k $1.6m | Reduced -20.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 23.6k $1.6m | Added +3.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 23.2k $1.6m | Added +10.3k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 23.0k $1.6m | Reduced -5.3k |
| GSA CAPITAL PARTNERS LLP 0.11% of their portfolio | 22.2k $1.5m | Added +13.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 21.8k $1.5m | Added +962 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 20.6k $1.4m | Reduced -25.4k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 20.6k $1.4m | Added +1.9k |
| Corebridge Financial, Inc. 0.01% of their portfolio | 20.4k $1.4m | First filing |
| Squarepoint Ops LLC 0.01% of their portfolio | 20.1k $1.4m | Added +13.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 19.7k $1.4m | Added +336 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 19.7k $1.3m | Added +3.7k |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 19.6k $1.3m | Reduced -440 |
| CAXTON ASSOCIATES LP 0.05% of their portfolio | 18.7k $1.3m | New |