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PotlatchDeltic
PCH

Overview Fund Activity

299 hedge funds and large institutions have $3.39B invested in PotlatchDeltic in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+8
Holders Change %
+2.75%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
41
Increased
83
Reduced
120
Closed
28
Calls
$2.03M
Puts
$118K
Net Calls
+$1.92M
Net Calls Change
-$1.13M

Top Buyers

1
Invesco
1
Invesco
Georgia
$69.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.8M
3
BlackRock
3
BlackRock
New York
$500M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$37.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$45.1M

Top Sellers

1
ICP
1
Inclusive Capital Partners
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$211M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.16M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$143M
5
Northern Trust
5
Northern Trust
Illinois
$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
276
GAMMA Investing
California
$4.29K +$4.29K +96 New
TCWA
277
Turtle Creek Wealth Advisors
Texas
$4.03K +$4.03K +82 New
WT
278
Whittier Trust
California
$3.29K – – –
GWS
279
Glassman Wealth Services
Virginia
$2.85K – – –
KWAG
280
Kiely Wealth Advisory Group
North Carolina
$2.67K +$2.67K +58 New
SA
281
Scarborough Advisors
Maryland
$2.54K +$2.54K +52 New
LFA
282
LGT Financial Advisors
Texas
$2.41K – – –
CFO
283
CVA Family Office
Colorado
$2.41K +$2.41K +49 New
NMG
284
New Millennium Group
Utah
$2.31K – – –
RTL
285
Red Tortoise LLC
Georgia
$2.06K – – –
NMM
286
Naples Money Management
Florida
$1.77K +$1.77K +36 New
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$1.57K – – –
MSWM
288
McGlone Suttner Wealth Management
Wisconsin
$1.3K +$1.3K +26 New
TFA
289
Transamerica Financial Advisors
Florida
$1K – – –
GEA
290
Glen Eagle Advisors
New Jersey
$786 – – –
AGWCA
291
Annis Gardner Whiting Capital Advisors
Florida
$688 – – –
BIA
292
Bell Investment Advisors
California
$590 -$197 -4 -25%
PWMG
293
Private Wealth Management Group
New Jersey
$590 +$590 +12 New
VCM
294
Versant Capital Management
Arizona
$295 – – –
Group One Trading
295
Group One Trading
Illinois
$295 +$295 +6 New
AssetMark Inc
296
AssetMark Inc
California
$49 -$443K -9,051 -100%
HNB
297
Huntington National Bank
Ohio
$49 – – –
ICP
298
Inclusive Capital Partners
California
– -$128M -2,827,293 Closed
JAM
299
Jupiter Asset Management
United Kingdom
– -$5.29M -116,438 Closed
SBH
300
Segall Bryant & Hamill
Illinois
– -$5.03M -110,857 Closed
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