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 ($4.8m this quarter). Holder counts are more reliable. Shares outstanding: 40.5m as of 2025-02-14, 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 ≈ $79.02. Options: 6 managers hold calls ($81.4m notional), 6 hold puts ($80.3m).
Trends to Q4 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 |
| Q3 2024 | 400 |
| Q4 2024 | 402 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 120 | 162 |
| Q2 2023 | 96 | 155 |
| Q3 2023 | 121 | 126 |
| Q4 2023 | 114 | 135 |
| Q1 2024 | 127 | 152 |
| Q2 2024 | 154 | 150 |
| Q3 2024 | 161 | 176 |
| Q4 2024 | 155 | 174 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $7.7m | $126.2m | 16.44 |
| Q2 2024 | $4.3m | $3.1m | 0.72 |
| Q3 2024 | $4.0m | $1.6m | 0.40 |
| Q4 2024 | $81.4m | $80.3m | 0.99 |
Biggest buyers
| NOMURA HOLDINGS INC | Added | +1,000.0k |
| FIRST TRUST ADVISORS LP | Added | +334.8k |
| UBS Group AG | Added | +143.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +134.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +93.8k |
| Invesco Ltd. | Added | +80.9k |
| Allianz Asset Management GmbH | Added | +72.2k |
| LSV ASSET MANAGEMENT | Added | +66.2k |
| Jefferies Financial Group Inc. | New | +60.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | +45.5k |
Biggest sellers
| Pacer Advisors, Inc. | Reduced | -506.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold out | -229.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Reduced | -177.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -136.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -125.8k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -106.2k |
| JUPITER ASSET MANAGEMENT LTD | Reduced | -87.1k |
| BlackRock, Inc. | Reduced | -79.9k |
| DENALI ADVISORS LLC | Reduced | -74.5k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold out | -69.1k |
Biggest calls
| NOMURA HOLDINGS INC | New | $79.0m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m16.5k shares |
| CITADEL ADVISORS LLC | Reduced | $600.6k7.6k shares |
| WOLVERINE TRADING, LLC | Added | $479.2k6.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| NOMURA HOLDINGS INC | New | $79.0m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $640.1k8.1k shares |
| WOLVERINE TRADING, LLC | New | $526.4k6.7k shares |
| CITADEL ADVISORS LLC | Reduced | $110.6k1.4k shares |
| GROUP ONE TRADING LLC | Added | $15.8k200 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 47.09% of their portfolio | 6.3m $498.8m | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 5.5m $435.5m | Reduced -79.9k |
| NOMURA HOLDINGS INC 1.31% of their portfolio | 3.1m $248.9m | Added +1,000.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.8m $224.8m | Reduced -63.3k |
| Pacer Advisors, Inc. 0.31% of their portfolio | 1.8m $142.1m | Reduced -506.4k |
| LSV ASSET MANAGEMENT 0.33% of their portfolio | 1.8m $141.6m | Added +66.2k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.28% of their portfolio | 1.5m $116.1m | Reduced -177.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $111.8m | Added +7.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.3m $101.1m | Reduced -29.1k |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 1.2m $93.0m | Added +334.8k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 1.0m $80.3m | Added +134.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 923.8k $73.0m | Added +7.8k |
| FMR LLC 0.00% of their portfolio | 736.0k $58.2m | Added +11.6k |
| MORGAN STANLEY 0.00% of their portfolio | 657.8k $52.0m | Reduced -52.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 596.7k $47.1m | Reduced -44.7k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 508.0k $40.1m | Added +72.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 403.9k $31.9m | Added +25.9k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 389.9k $30.8m | Reduced -17.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 387.7k $30.6m | Reduced -60.7k |
| Invesco Ltd. 0.01% of their portfolio | 375.2k $29.7m | Added +80.9k |
| ROYCE & ASSOCIATES LP 0.25% of their portfolio | 343.2k $27.1m | Reduced -6.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 285.6k $22.6m | Reduced -64.5k |
| UBS Group AG 0.00% of their portfolio | 191.0k $15.1m | Added +143.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 182.7k $14.4m | Added +7.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 169.3k $13.4m | Reduced -41.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 145.6k $11.5m | Reduced -5.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 144.4k $11.4m | Added +93.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 141.5k $11.2m | Reduced -33.2k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 133.2k $10.5m | Added +1.0k |
| State of Alaska, Department of Revenue 0.11% of their portfolio | 129.2k $10.2m | Reduced -107 |
| Brandywine Global Investment Management, LLC 0.07% of their portfolio | 126.9k $10.0m | Reduced -4.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 111.4k $8.8m | Reduced -6.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 103.6k $8.2m | Reduced -136.1k |
| Legal & General Group Plc 0.00% of their portfolio | 102.5k $8.1m | Added +1.8k |
| Beacon Pointe Advisors, LLC 0.09% of their portfolio | 101.3k $8.0m | Added +106 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 99.6k $7.9m | Reduced -6.4k |
| JUPITER ASSET MANAGEMENT LTD 0.07% of their portfolio | 95.8k $7.6m | Reduced -87.1k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 94.7k $7.5m | Reduced -1.1k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 92.3k $7.3m | Reduced -12.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 87.1k $6.9m | Added +4.5k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 85.8k $6.8m | Added +12.8k |
| NORGES BANK 0.00% of their portfolio | 82.3k $6.5m | Added +31.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 78.8k $6.2m | Added +11.9k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 71.9k $5.7m | Reduced -24.5k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 69.7k $5.5m | Reduced -9.8k |
| Swiss National Bank 0.00% of their portfolio | 68.5k $5.4m | Added +300 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 68.2k $5.4m | Reduced -16.1k |
| SEGALL BRYANT & HAMILL, LLC 0.07% of their portfolio | 64.6k $5.1m | Reduced -11.6k |
| BARCLAYS PLC 0.00% of their portfolio | 63.1k $5.0m | Added +665 |
| Jefferies Financial Group Inc. 0.05% of their portfolio | 60.1k $4.8m | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.04% of their portfolio | 53.5k $4.2m | Added +20.3k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 51.3k $4.1m | Added +956 |
| MARTINGALE ASSET MANAGEMENT L P 0.10% of their portfolio | 51.1k $4.0m | Reduced -86 |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 51.0k $4.0m | Added +2.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 50.1k $4.0m | Added +41.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 49.5k $3.9m | Reduced -200 |
| Mariner, LLC 0.01% of their portfolio | 49.4k $3.9m | Added +2.1k |
| CITIGROUP INC 0.00% of their portfolio | 49.2k $3.9m | Added +2.6k |
| CIBC WORLD MARKETS CORP 0.02% of their portfolio | 48.3k $3.8m | Added +3.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 46.0k $3.6m | First filing |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 45.8k $3.6m | Reduced -2.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 45.5k $3.6m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 40.4k $3.2m | Added +4.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 39.1k $3.1m | Reduced -37.9k |
| Abacus FCF Advisors LLC 0.40% of their portfolio | 38.4k $3.0m | Added +12.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 36.9k $2.9m | Added +812 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 36.4k $2.9m | Added +14.3k |
| Polar Asset Management Partners Inc. 0.04% of their portfolio | 36.3k $2.9m | Added +1.6k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 34.4k $2.7m | Reduced -3.1k |
| NIA IMPACT ADVISORS, LLC 0.86% of their portfolio | 33.5k $2.6m | Reduced -454 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 33.3k $2.6m | Added +4.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 32.6k $2.6m | Reduced -497 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 32.4k $2.6m | Reduced -2.6k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 32.2k $2.5m | Reduced -6.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 31.5k $2.5m | Added +10.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 31.1k $2.5m | Reduced -14.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 30.7k $2.4m | First filing |
| Vest Financial, LLC 0.04% of their portfolio | 30.5k $2.4m | Added +13.1k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 28.3k $2.2m | New |
| Trexquant Investment LP 0.03% of their portfolio | 28.1k $2.2m | Reduced -46.4k |
| Inspire Investing, LLC 0.25% of their portfolio | 27.8k $2.2m | Unchanged |
| Vident Advisory, LLC 0.04% of their portfolio | 27.6k $2.2m | Reduced -4.3k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 26.6k $2.1m | Reduced -419 |
| ASSETMARK, INC 0.01% of their portfolio | 26.4k $2.1m | Added +447 |
| MEEDER ASSET MANAGEMENT INC 0.14% of their portfolio | 25.8k $2.0m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 25.1k $2.0m | Added +2.4k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 24.2k $1.9m | Reduced -814 |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 23.9k $1.9m | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 23.9k $1.9m | Added +7.3k |
| FOSTER & MOTLEY INC 0.12% of their portfolio | 23.9k $1.9m | Added +12.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 23.8k $1.9m | Reduced -35.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 23.1k $1.8m | Reduced -13.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 21.8k $1.7m | Added +15.1k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 21.3k $1.7m | Added +1.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.2k $1.7m | Added +17.8k |
| SG Americas Securities, LLC 0.01% of their portfolio | 21.1k $1.7m | Added +15.5k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.49% of their portfolio | 21.0k $1.7m | New |
| MIRABELLA FINANCIAL SERVICES LLP 0.14% of their portfolio | 20.0k $1.6m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 19.8k $1.6m | Added +520 |
| HighTower Advisors, LLC 0.00% of their portfolio | 19.5k $1.5m | Added +1.0k |