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DEL

Deltic Timber
DEL

Delisted

DEL was delisted on the 20th of February, 2018.

106 hedge funds and large institutions have $684M invested in Deltic Timber in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $611M → $684M (+$72.8M)

3% more funds holding

Funds holding: 103106 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
30
Reduced
37
Closed
4
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$123M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$97.6M +$1.72M +27,133 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$59.9M +$677K +10,675 +1%
BFA
4
BlackRock Fund Advisors
California
$48.5M +$445K +7,024 +1%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$45.9M -$2.03M -32,032 -4%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$38.9M -$8.9M -140,413 -19%
Brown Advisory
7
Brown Advisory
Maryland
$33.5M +$1.39M +21,976 +5%
NIMC
8
NWQ Investment Management Company
California
$23M -$548K -8,646 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$22.6M +$319K +5,033 +2%
BIT
10
BlackRock Institutional Trust
California
$18.9M -$327K -5,152 -2%
Norges Bank
11
Norges Bank
Norway
$17.4M +$6.15M +97,041 +60%
State Street
12
State Street
Massachusetts
$14.5M -$190K -2,999 -1%
B
13
BancorpSouth
Mississippi
$12.4M
RA
14
Royce & Associates
New York
$10.9M
Northern Trust
15
Northern Trust
Illinois
$9.27M -$204K -3,216 -2%
USAA
16
United Services Automobile Association
Texas
$9.04M -$279K -4,400 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.48M -$659K -10,396 -9%
Wells Fargo
18
Wells Fargo
California
$7.01M -$591K -9,315 -8%
Deutsche Bank
19
Deutsche Bank
Germany
$6.05M -$74.3K -1,172 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.1M +$37.9K +598 +0.8%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.05M +$125K +1,975 +3%
BO
22
Bank OZK
Arkansas
$4.46M
Invesco
23
Invesco
Georgia
$4.08M +$556K +8,764 +17%
CIP
24
Chartwell Investment Partners
Pennsylvania
$3.56M +$3.37M +53,112 New
Ameriprise
25
Ameriprise
Minnesota
$3.45M +$106K +1,665 +3%

DEL Hedge Fund Activity: Q2 2016 in Review

106 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Deltic Timber (DEL) for Q2 2016, worth a combined $684M — up 12% from $611M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DEL positions and 4 closed out — a net gain of 4 holders — while 30 added to existing stakes and 37 trimmed.

The largest buyer was Norges Bank, adding an estimated $6.15M. The largest seller was First Eagle Investment Management, cutting an estimated $8.9M.

  • 106 institutional investors held Deltic Timber (DEL) as of Q2 2016, up from 103 in Q1 2016.
  • Funds reported $684M of Deltic Timber stock for Q2 2016, up 12% quarter-over-quarter.
  • 8 funds opened new Deltic Timber positions in Q2 2016 and 4 closed out, a net change of +4 holders.
  • The largest Deltic Timber buyer in Q2 2016 was Norges Bank, an estimated $6.15M added.
  • The largest Deltic Timber seller in Q2 2016 was First Eagle Investment Management, an estimated $8.9M sold.

Based on aggregated 13F filings for Q2 2016.