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Friedman Industries

29 hedge funds and large institutions have $19.2M invested in Friedman Industries in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

1.37% more ownership

Funds ownership: 31.92%33.29% (+1.4%)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

11% less capital invested

Capital invested by funds: $21.7M → $19.2M (-$2.47M)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$4.78M -$11.5K -1,230 -0.2%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.92M +$320K +34,100 +8%
SRC
3
Shufro Rose & Co
New York
$1.93M +$315K +33,595 +17%
LSV Asset Management
4
LSV Asset Management
Illinois
$1.71M -$17.4K -1,854 -0.9%
KCM
5
Kennedy Capital Management
Missouri
$1.37M -$31.2K -3,324 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$895K
BCM
7
Bridgeway Capital Management
Texas
$735K +$93.9K +10,000 +13%
PCM
8
Perritt Capital Management
Illinois
$680K +$185K +19,681 +33%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$530K
Morgan Stanley
10
Morgan Stanley
New York
$427K +$256K +27,309 +119%
GWI
11
Grace & White Inc
New York
$396K
Bank of America
12
Bank of America
North Carolina
$349K -$678K -72,162 -64%
BFA
13
BlackRock Fund Advisors
California
$230K +$10.6K +1,130 +4%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$229K +$252K +26,890 New
VKH
15
Virtu KCG Holdings
New York
$198K +$219K +23,336 New
MWR
16
McAdams Wright Ragen
Washington
$184K +$204K +21,684 New
Northern Trust
17
Northern Trust
Illinois
$182K -$1.08K -115 -0.5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$151K
Deutsche Bank
19
Deutsche Bank
Germany
$134K +$7.52K +801 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$131K -$24.4K -2,600 -14%
First Manhattan
21
First Manhattan
New York
$24K
BA
22
BlackRock Advisors
Delaware
$24K +$4.8K +511 +22%
NFA
23
Nationwide Fund Advisors
Ohio
$15K
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$3K -$3.3K -351 -49%
AC
25
Alexandria Capital
Virginia
$3K

FRD Hedge Fund Activity: Q4 2013 in Review

29 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Friedman Industries (FRD) for Q4 2013, worth a combined $19.2M — down 11% from $21.7M a quarter earlier.

Fund positioning in FRD was balanced in Q4 2013: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $320K. The largest seller was Bank of America, cutting an estimated $678K.

  • 29 institutional investors held Friedman Industries (FRD) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $19.2M of Friedman Industries stock for Q4 2013, down 11% quarter-over-quarter.
  • 5 funds opened new Friedman Industries positions in Q4 2013 and 5 closed out, a net change of 0 holders.
  • The largest Friedman Industries buyer in Q4 2013 was Renaissance Technologies, an estimated $320K added.
  • The largest Friedman Industries seller in Q4 2013 was Bank of America, an estimated $678K sold.

Based on aggregated 13F filings for Q4 2013.