Deltic Timber
DEL
DEL was delisted on the 20th of February, 2018.
106 hedge funds and large institutions have $934M invested in Deltic Timber in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
25% more capital invested
Capital invested by funds: $750M → $934M (+$184M)
9% more funds holding
Funds holding: 97 → 106 (+9)
3.74% more ownership
Funds ownership: 82.86% → 86.6% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Indaba Capital Management
San Francisco,
California
|
+$20.1M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
+$11.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$9.04M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.22M |
| 5 |
BlackRock
New York
|
+$5.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$11.1M |
| 2 |
BO
Bank OZK
Little Rock,
Arkansas
|
-$4.96M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.51M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$3.61M |
| 5 |
GCM
Gruss Capital Management
New York
|
-$1.49M |
DEL Hedge Fund Activity: Q3 2017 in Review
106 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Deltic Timber (DEL) for Q3 2017, worth a combined $934M — up 25% from $750M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DEL positions and 4 closed out — a net gain of 9 holders — while 38 added to existing stakes and 27 trimmed.
The largest buyer was Indaba Capital Management, opening a new position worth an estimated $20.1M. The largest seller was Norges Bank, cutting an estimated $11.1M.
- 106 institutional investors held Deltic Timber (DEL) as of Q3 2017, up from 97 in Q2 2017.
- Funds reported $934M of Deltic Timber stock for Q3 2017, up 25% quarter-over-quarter.
- 13 funds opened new Deltic Timber positions in Q3 2017 and 4 closed out, a net change of +9 holders.
- The largest Deltic Timber buyer in Q3 2017 was Indaba Capital Management, an estimated $20.1M added.
- The largest Deltic Timber seller in Q3 2017 was Norges Bank, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2017.