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POPE

Pope Resources Depositary Receipts of Limited Partnership Units
POPE

Delisted

POPE was delisted on the 7th of May, 2020.

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31 hedge funds and large institutions have $43.7M invested in Pope Resources Depositary Receipts of Limited Partnership Units in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

19% more funds holding

Funds holding: 26 → 31 (+5)

9% more capital invested

Capital invested by funds: $40M → $43.7M (+$3.67M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWR
McAdams Wright Ragen
Washington
+$4.15M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$1.52M
3
CCA
Covey Capital Advisors
Georgia
+$1.36M
4
RA
Royce & Associates
New York
+$1.02M
5
CC
Cannell Capital
Wyoming
+$112K

Top Sellers

1
EWM
Evercore Wealth Management
New York
-$1.4M
2
PCMF
Private Capital Management (Florida)
Florida
-$1.13M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$201K
4
HCM
Hollencrest Capital Management
California
-$136K
5
TAM
Tocqueville Asset Management
New York
-$68K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$21.2M +$1.52M +22,300 +8%
PCMF
2
Private Capital Management (Florida)
Florida
$4.65M -$1.13M -16,581 -19%
MWR
3
McAdams Wright Ragen
Washington
$4.09M +$4.15M +61,064 New
U
4
UBS
Switzerland
$3.12M -$13.4K -197 -0.4%
CCA
5
Covey Capital Advisors
Georgia
$1.34M +$1.36M +19,991 New
HCM
6
Hollencrest Capital Management
California
$1.31M -$136K -2,000 -9%
EWM
7
Evercore Wealth Management
New York
$1.17M -$1.4M -20,558 -54%
OCM
8
Osterweis Capital Management
California
$1.04M – – –
RA
9
Royce & Associates
New York
$1.02M +$1.02M +15,000 New
ACM
10
Ashford Capital Management
Delaware
$923K – – –
First Manhattan
11
First Manhattan
New York
$502K – – –
Morgan Stanley
12
Morgan Stanley
New York
$378K -$14.4K -212 -4%
GD
13
Grandfield & Dodd
New York
$375K – – –
William Blair & Company
14
William Blair & Company
Illinois
$368K – – –
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$321K +$20.4K +300 +7%
Bank of America
16
Bank of America
North Carolina
$318K -$6.8K -100 -2%
SAM
17
Silvercrest Asset Management
New York
$318K – – –
CI
18
Capital Innovations
Wisconsin
$296K – – –
TCCM
19
Timber Creek Capital Management
Massachusetts
$246K – – –
Wells Fargo
20
Wells Fargo
California
$208K +$61.1K +899 +41%
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K – – –
CC
22
Cannell Capital
Wyoming
$111K +$112K +1,652 New
Creative Planning
23
Creative Planning
Kansas
$101K +$102K +1,500 New
GSC
24
Ground Swell Capital
South Carolina
$41K +$40.8K +600 New
FFC
25
First Financial Corp
Indiana
$40K – – –
1
2

POPE Hedge Fund Activity: Q3 2014 in Review

31 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pope Resources Depositary Receipts of Limited Partnership Units (POPE) for Q3 2014, worth a combined $43.7M — up 9.2% from $40M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new POPE positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was McAdams Wright Ragen, opening a new position worth an estimated $4.15M. The largest seller was Evercore Wealth Management, cutting an estimated $1.4M.

  • 31 institutional investors held Pope Resources Depositary Receipts of Limited Partnership Units (POPE) as of Q3 2014, up from 26 in Q2 2014.
  • Funds reported $43.7M of Pope Resources Depositary Receipts of Limited Partnership Units stock for Q3 2014, up 9.2% quarter-over-quarter.
  • 6 funds opened new Pope Resources Depositary Receipts of Limited Partnership Units positions in Q3 2014 and 1 closed out, a net change of +5 holders.
  • The largest Pope Resources Depositary Receipts of Limited Partnership Units buyer in Q3 2014 was McAdams Wright Ragen, an estimated $4.15M added.
  • The largest Pope Resources Depositary Receipts of Limited Partnership Units seller in Q3 2014 was Evercore Wealth Management, an estimated $1.4M sold.

Based on aggregated 13F filings for Q3 2014.