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 ($1.9m this quarter). Holder counts are more reliable. Shares outstanding: 40.4m as of 2025-08-01, 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 ≈ $50.10. Options: 6 managers hold calls ($1.6m notional), 7 hold puts ($1.2m).
Trends to Q2 2025
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 |
| Q1 2025 | 390 |
| Q2 2025 | 375 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 121 | 126 |
| Q4 2023 | 114 | 135 |
| Q1 2024 | 127 | 152 |
| Q2 2024 | 154 | 150 |
| Q3 2024 | 161 | 176 |
| Q4 2024 | 155 | 174 |
| Q1 2025 | 156 | 172 |
| Q2 2025 | 155 | 176 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $4.0m | $1.6m | 0.40 |
| Q4 2024 | $81.4m | $80.3m | 0.99 |
| Q1 2025 | $68.6m | $67.5m | 0.98 |
| Q2 2025 | $1.6m | $1.2m | 0.76 |
Biggest buyers
| J. Goldman & Co LP | New | +311.4k |
| CANADA PENSION PLAN INVESTMENT BOARD | New | +300.0k |
| Fourth Sail Capital LP | New | +162.6k |
| Y-Intercept (Hong Kong) Ltd | New | +148.9k |
| ING GROEP NV | New | +120.0k |
| Qube Research & Technologies Ltd | Added | +113.5k |
| D. E. Shaw & Co., Inc. | Added | +107.1k |
| Invesco Ltd. | Added | +88.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +80.2k |
| TWINBEECH CAPITAL LP | Added | +74.7k |
Biggest sellers
| NOMURA HOLDINGS INC | Reduced | -1.5m |
| ROYAL LONDON ASSET MANAGEMENT LTD | Reduced | -534.8k |
| MIRABELLA FINANCIAL SERVICES LLP | Reduced | -381.5k |
| Pacer Advisors, Inc. | Reduced | -164.3k |
| MORGAN STANLEY | Reduced | -153.4k |
| Brandywine Global Investment Management, LLC | Sold out | -147.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -136.6k |
| BlackRock, Inc. | Reduced | -102.6k |
| LSV ASSET MANAGEMENT | Reduced | -91.4k |
| Balyasny Asset Management L.P. | Reduced | -88.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $982.0k19.6k shares |
| CITADEL ADVISORS LLC | Reduced | $380.8k7.6k shares |
| Walleye Trading LLC | New | $175.3k3.5k shares |
| SIMPLEX TRADING, LLC | Added | $45.0k900 shares |
| GROUP ONE TRADING LLC | New | $5.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $676.4k13.5k shares |
| CITADEL ADVISORS LLC | Added | $235.5k4.7k shares |
| WOLVERINE TRADING, LLC | New | $228.0k4.5k shares |
| Walleye Trading LLC | New | $35.1k700 shares |
| SIMPLEX TRADING, LLC | New | $20.0k400 shares |
| GROUP ONE TRADING LLC | New | $5.0k100 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 2025
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 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 | — | — |
| Q1 2025 | 0 | — | 1 | $5.6m | $5.6m |
| Q2 2025 | 0 | — | 1 | $105.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-11 | Gottung Lizanne C Director | Sold | $105.2k2.0k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 36.83% of their portfolio | 6.3m $316.3m | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 5.4m $268.9m | Reduced -102.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.1m $153.3m | Added +64.9k |
| LSV ASSET MANAGEMENT 0.20% of their portfolio | 1.7m $85.8m | Reduced -91.4k |
| NOMURA HOLDINGS INC 0.65% of their portfolio | 1.6m $80.3m | Reduced -1.5m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.4m $70.3m | Added +64.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $65.3m | Reduced -34.1k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 1.2m $60.3m | Added +80.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 985.8k $49.4m | Added +7.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.10% of their portfolio | 916.5k $45.9m | Reduced -534.8k |
| WASATCH ADVISORS LP 0.22% of their portfolio | 837.2k $41.9m | Added +58.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 543.9k $27.2m | Reduced -7.9k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 529.8k $26.5m | Reduced -12.5k |
| FMR LLC 0.00% of their portfolio | 498.2k $25.0m | Reduced -72.3k |
| MORGAN STANLEY 0.00% of their portfolio | 470.8k $23.6m | Reduced -153.4k |
| ROYCE & ASSOCIATES LP 0.23% of their portfolio | 437.8k $21.9m | Added +52.5k |
| Invesco Ltd. 0.00% of their portfolio | 429.8k $21.5m | Added +88.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 391.4k $19.6m | Reduced -7.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 360.3k $18.0m | Reduced -7.3k |
| J. Goldman & Co LP 0.49% of their portfolio | 311.4k $15.6m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 302.1k $15.1m | Added +12.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 300.0k $15.0m | New |
| Pacer Advisors, Inc. 0.04% of their portfolio | 281.1k $14.1m | Reduced -164.3k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 280.5k $14.1m | Reduced -50.8k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 256.5k $12.9m | Added +113.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 231.5k $11.6m | Added +58.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 221.6k $11.1m | Reduced -6.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 191.1k $9.6m | Added +5.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 164.4k $8.2m | Reduced -2.5k |
| Fourth Sail Capital LP 1.69% of their portfolio | 162.6k $8.1m | New |
| Squarepoint Ops LLC 0.02% of their portfolio | 158.5k $7.9m | Added +67.6k |
| Y-Intercept (Hong Kong) Ltd 0.18% of their portfolio | 148.9k $7.5m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 148.0k $7.4m | Added +107.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 145.9k $7.3m | Added +39.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 145.2k $7.3m | Added +39.5k |
| Cambria Investment Management, L.P. 0.48% of their portfolio | 141.1k $7.1m | Reduced -18.0k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 140.7k $7.1m | Added +13.4k |
| UBS Group AG 0.00% of their portfolio | 137.1k $6.9m | Added +51.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 133.0k $6.7m | Added +21.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 126.0k $6.3m | Reduced -48.7k |
| State of Alaska, Department of Revenue 0.07% of their portfolio | 122.7k $6.1m | Added +15.5k |
| ING GROEP NV 0.04% of their portfolio | 120.0k $6.0m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 116.6k $5.8m | Reduced -5.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 113.5k $5.7m | Reduced -44.6k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 105.9k $5.3m | Reduced -19.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 103.4k $5.2m | Reduced -4.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 103.2k $5.2m | Added +28.3k |
| Legal & General Group Plc 0.00% of their portfolio | 101.6k $5.1m | Added +3.2k |
| Beacon Pointe Advisors, LLC 0.05% of their portfolio | 101.2k $5.1m | Reduced -63 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 100.3k $5.0m | Added +9.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 96.4k $4.8m | Added +468 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 94.0k $4.7m | Added +40.9k |
| TWINBEECH CAPITAL LP 0.10% of their portfolio | 83.8k $4.2m | Added +74.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 81.9k $4.1m | Added +18.2k |
| Nuveen, LLC 0.00% of their portfolio | 77.1k $3.9m | Reduced -17.9k |
| BARCLAYS PLC 0.00% of their portfolio | 66.4k $3.3m | Added +13.8k |
| Swiss National Bank 0.00% of their portfolio | 66.1k $3.3m | Reduced -1.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 65.8k $3.3m | Added +31.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 63.0k $3.2m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 61.9k $3.1m | Added +39.0k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 61.5k $3.1m | Reduced -88.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 59.8k $3.0m | Added +33.9k |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 58.6k $2.9m | Reduced -4.5k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 53.0k $2.7m | Added +3.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 50.1k $2.5m | Added +2.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 49.4k $2.5m | Reduced -2.8k |
| CIBC WORLD MARKETS CORP 0.02% of their portfolio | 49.2k $2.5m | Reduced -3.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 46.9k $2.4m | Added +155 |
| Rock Point Advisors, LLC 0.64% of their portfolio | 45.2k $2.3m | New |
| Verition Fund Management LLC 0.01% of their portfolio | 42.5k $2.1m | Added +17.4k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 41.5k $2.1m | Added +700 |
| Mariner, LLC 0.00% of their portfolio | 41.4k $2.1m | Added +10.9k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 40.3k $2.0m | Added +1.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 39.8k $2.0m | Added +5 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 39.2k $2.0m | Added +7.2k |
| Engineers Gate Manager LP 0.02% of their portfolio | 38.0k $1.9m | New |
| FOSTER & MOTLEY INC 0.10% of their portfolio | 34.3k $1.7m | Reduced -2.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 33.6k $1.7m | Reduced -442 |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 32.9k $1.6m | Added +1.4k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 31.9k $1.6m | Added +16.1k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 31.7k $1.6m | Reduced -454 |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 31.3k $1.6m | Reduced -845 |
| CITIGROUP INC 0.00% of their portfolio | 31.0k $1.6m | Reduced -19.0k |
| NIA IMPACT ADVISORS, LLC 0.54% of their portfolio | 31.0k $1.6m | Reduced -473 |
| Gotham Asset Management, LLC 0.01% of their portfolio | 29.7k $1.5m | Added +824 |
| Inspire Investing, LLC 0.16% of their portfolio | 29.5k $1.5m | Reduced -3.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 29.4k $1.5m | Added +259 |
| CX Institutional 0.05% of their portfolio | 29.3k $1.5m | Added +8.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 28.9k $1.4m | Reduced -29.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 28.3k $1.4m | Added +2.1k |
| ASSETMARK, INC 0.00% of their portfolio | 28.2k $1.4m | Reduced -647 |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 26.8k $1.3m | Added +8.6k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 25.2k $1.3m | Added +103 |
| MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio | 24.7k $1.2m | Reduced -28.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 24.6k $1.2m | Added +4.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 24.3k $1.2m | Reduced -4.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 24.3k $1.2m | Reduced -53.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio | 23.5k $1.2m | Added +397 |
| Aquatic Capital Management LLC 0.02% of their portfolio | 23.3k $1.2m | Added +12.3k |
| Vident Advisory, LLC 0.01% of their portfolio | 21.9k $1.1m | Reduced -14.2k |