Sylvamo Stock: A Contested Path to Recovery

A notable shift in institutional ownership is creating mixed signals for Sylvamo investors. LSV Asset Management recently decreased its stake in the paper and pulp producer by 5.1%, divesting 91,358 shares. Despite this reduction, the firm maintains a substantial holding of 1.7 million shares valued at approximately $85.8 million. This partial exit by a significant shareholder suggests some portfolio managers are reassessing their outlook on the sector.

The broader institutional picture, however, remains overwhelmingly positive. A commanding 91.16% of all outstanding shares are still held by institutional investors. Furthermore, other major asset management firms including Vanguard, American Century, and Allianz have actually expanded their positions, highlighting a clear divergence in strategy among large-scale investors.

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