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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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30 hedge funds and large institutions have $41.2M invested in Pope Resources Depositary Receipts of Limited Partnership Units in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 31 → 30 (-1)

7% less capital invested

Capital invested by funds: $44.4M → $41.2M (-$3.24M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wealthspire Advisors (Maryland)
Maryland
+$55.7K
2
Wells Fargo
Wells Fargo
California
+$37.2K
3
HAIM
Hunter Associates Investment Management
Pennsylvania
+$34.8K
4
SWP
Strategic Wealth Partners
Ohio
+$7.58K
5
TCCM
Timber Creek Capital Management
Massachusetts
+$6.96K

Top Sellers

1
OCM
Osterweis Capital Management
California
-$1.86M
2
CC
Cannell & Co
New York
-$940K
3
UBS Group
UBS Group
Switzerland
-$675K
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$129K
5
PCMF
Private Capital Management (Florida)
Florida
-$67.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$23.2M -$129K -1,855 -0.6%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.77M -$7.03K -101 -0.2%
PCMF
3
Private Capital Management (Florida)
Florida
$3.39M -$67.9K -976 -2%
UBS Group
4
UBS Group
Switzerland
$1.61M -$675K -9,700 -30%
HCM
5
Hollencrest Capital Management
California
$1.38M – – –
CC
6
Cannell & Co
New York
$1.28M -$940K -13,513 -43%
CC
7
Cannell Capital
Wyoming
$1.02M – – –
EWM
8
Evercore Wealth Management
New York
$960K – – –
RA
9
Royce & Associates
New York
$908K – – –
First Manhattan
10
First Manhattan
New York
$871K – – –
RJA
11
Raymond James & Associates
Florida
$408K -$15.7K -225 -4%
GD
12
Grandfield & Dodd
New York
$385K – – –
Bank of America
13
Bank of America
North Carolina
$316K – – –
SAM
14
Silvercrest Asset Management
New York
$300K – – –
HAIM
15
Hunter Associates Investment Management
Pennsylvania
$271K +$34.8K +500 +15%
TCCM
16
Timber Creek Capital Management
Massachusetts
$248K +$6.96K +100 +3%
Morgan Stanley
17
Morgan Stanley
New York
$182K -$14.2K -204 -7%
LWCFA
18
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K – – –
BEAM
19
Baker Ellis Asset Management
Washington
$134K – – –
NPP
20
New Potomac Partners
Maryland
$71K – – –
SWP
21
Strategic Wealth Partners
Ohio
$70K +$7.58K +109 +12%
QCG
22
Quadrant Capital Group
Ohio
$58K +$487 +7 +0.9%
WAM
23
Wealthspire Advisors (Maryland)
Maryland
$56K +$55.7K +800 New
FFC
24
First Financial Corp
Indiana
$41K – – –
Wells Fargo
25
Wells Fargo
California
$38K +$37.2K +534 +53,400%
1
2

POPE Hedge Fund Activity: Q1 2018 in Review

30 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pope Resources Depositary Receipts of Limited Partnership Units (POPE) for Q1 2018, worth a combined $41.2M — down 7.3% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of POPE and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.

The largest buyer was Wealthspire Advisors (Maryland), opening a new position worth an estimated $55.7K. The largest seller was Osterweis Capital Management, exiting entirely with an estimated $1.86M sold.

  • 30 institutional investors held Pope Resources Depositary Receipts of Limited Partnership Units (POPE) as of Q1 2018, down from 31 in Q4 2017.
  • Funds reported $41.2M of Pope Resources Depositary Receipts of Limited Partnership Units stock for Q1 2018, down 7.3% quarter-over-quarter.
  • 1 fund opened new Pope Resources Depositary Receipts of Limited Partnership Units positions in Q1 2018 and 2 closed out, a net change of -1 holder.
  • The largest Pope Resources Depositary Receipts of Limited Partnership Units buyer in Q1 2018 was Wealthspire Advisors (Maryland), an estimated $55.7K added.
  • The largest Pope Resources Depositary Receipts of Limited Partnership Units seller in Q1 2018 was Osterweis Capital Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q1 2018.