We are live on ! Find out more
FRD icon

Friedman Industries
FRD

27 hedge funds and large institutions have $12.5M invested in Friedman Industries in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

13% more funds holding

Funds holding: 24 → 27 (+3)

0.61% more ownership

Funds ownership: 30.05% → 30.67% (+0.61%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

2% less capital invested

Capital invested by funds: $12.8M → $12.5M (-$259K)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$273K
2
CA
Callahan Advisors
Texas
+$98K
3
Morgan Stanley
Morgan Stanley
New York
+$27K
4
Creative Planning
Creative Planning
Kansas
+$24.1K
5
Renaissance Technologies
Renaissance Technologies
New York
+$12K

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$129K
2
SRC
Shufro Rose & Co
New York
-$52.7K
3
BFA
BlackRock Fund Advisors
California
-$5.24K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$602
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$3.4M -$602 -100 -0%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.72M +$12K +2,000 +0.4%
SRC
3
Shufro Rose & Co
New York
$1.09M -$52.7K -8,750 -5%
LSV Asset Management
4
LSV Asset Management
Illinois
$813K -$129K -21,469 -14%
OC
5
Oppenheimer & Close
New York
$794K – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$710K +$4.21K +700 +0.6%
BCM
7
Bridgeway Capital Management
Texas
$480K – – –
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$374K – – –
Morgan Stanley
9
Morgan Stanley
New York
$311K +$27K +4,492 +9%
GWI
10
Grace & White Inc
New York
$279K – – –
Franklin Resources
11
Franklin Resources
California
$272K +$273K +45,292 New
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$208K – – –
BFA
13
BlackRock Fund Advisors
California
$198K -$5.24K -870 -3%
PL
14
Parthenon LLC
Kentucky
$132K – – –
Geode Capital Management
15
Geode Capital Management
Massachusetts
$130K – – –
CA
16
Callahan Advisors
Texas
$98K +$98K +16,280 New
Northern Trust
17
Northern Trust
Illinois
$97K – – –
Wells Fargo
18
Wells Fargo
California
$96K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$92K – – –
RC
20
RBF Capital
California
$87K – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$61K +$6 +1 +0%
Creative Planning
22
Creative Planning
Kansas
$24K +$24.1K +4,000 New
BA
23
BlackRock Advisors
Delaware
$17K – – –
Bank of America
24
Bank of America
North Carolina
$14K – – –
NFA
25
Nationwide Fund Advisors
Ohio
$10K – – –
1
2

FRD Hedge Fund Activity: Q3 2015 in Review

27 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Friedman Industries (FRD) for Q3 2015, worth a combined $12.5M — down 2% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FRD positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $273K. The largest seller was LSV Asset Management, cutting an estimated $129K.

  • 27 institutional investors held Friedman Industries (FRD) as of Q3 2015, up from 24 in Q2 2015.
  • Funds reported $12.5M of Friedman Industries stock for Q3 2015, down 2% quarter-over-quarter.
  • 4 funds opened new Friedman Industries positions in Q3 2015 and 1 closed out, a net change of +3 holders.
  • The largest Friedman Industries buyer in Q3 2015 was Franklin Resources, an estimated $273K added.
  • The largest Friedman Industries seller in Q3 2015 was LSV Asset Management, an estimated $129K sold.

Based on aggregated 13F filings for Q3 2015.