We are live on ! Find out more
FRD icon

Friedman Industries
FRD

28 hedge funds and large institutions have $11.9M invested in Friedman Industries in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

4% more funds holding

Funds holding: 27 → 28 (+1)

0.97% more ownership

Funds ownership: 30.67% → 31.64% (+0.97%)

5% less capital invested

Capital invested by funds: $12.5M → $11.9M (-$626K)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$323K
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$113K
3
OC
Oppenheimer & Close
New York
+$53.2K
4
UBS Group
UBS Group
Switzerland
+$31.5K
5
Renaissance Technologies
Renaissance Technologies
New York
+$23K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$82.8K
2
LSV Asset Management
LSV Asset Management
Illinois
-$61.5K
3
SRC
Shufro Rose & Co
New York
-$42.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$3.13M – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$2.53M +$23K +3,900 +0.9%
SRC
3
Shufro Rose & Co
New York
$961K -$42.5K -7,200 -4%
OC
4
Oppenheimer & Close
New York
$781K +$53.2K +9,000 +7%
LSV Asset Management
5
LSV Asset Management
Illinois
$690K -$61.5K -10,416 -8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$658K +$4.66K +788 +0.7%
Franklin Resources
7
Franklin Resources
California
$552K +$323K +54,708 +121%
BCM
8
Bridgeway Capital Management
Texas
$442K – – –
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$344K – – –
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$297K +$113K +19,100 +55%
GWI
11
Grace & White Inc
New York
$257K – – –
Morgan Stanley
12
Morgan Stanley
New York
$210K -$82.8K -14,010 -27%
BFA
13
BlackRock Fund Advisors
California
$185K +$2.8K +474 +1%
PL
14
Parthenon LLC
Kentucky
$122K – – –
Geode Capital Management
15
Geode Capital Management
Massachusetts
$119K – – –
CA
16
Callahan Advisors
Texas
$102K +$13.3K +2,246 +14%
Wells Fargo
17
Wells Fargo
California
$95K +$6.89K +1,167 +7%
Northern Trust
18
Northern Trust
Illinois
$90K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$85K – – –
RC
20
RBF Capital
California
$80K – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$56K – – –
UBS Group
22
UBS Group
Switzerland
$30K +$31.5K +5,337 New
Creative Planning
23
Creative Planning
Kansas
$22K +$30 +5 +0.1%
Bank of America
24
Bank of America
North Carolina
$19K +$5.91K +1,000 +42%
BA
25
BlackRock Advisors
Delaware
$15K – – –
1
2

FRD Hedge Fund Activity: Q4 2015 in Review

28 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Friedman Industries (FRD) for Q4 2015, worth a combined $11.9M — down 5% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new FRD positions and 0 closed out — a net gain of 1 holder — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Franklin Resources, adding an estimated $323K. The largest seller was Morgan Stanley, cutting an estimated $82.8K.

  • 28 institutional investors held Friedman Industries (FRD) as of Q4 2015, up from 27 in Q3 2015.
  • Funds reported $11.9M of Friedman Industries stock for Q4 2015, down 5% quarter-over-quarter.
  • 1 fund opened new Friedman Industries positions in Q4 2015 and 0 closed out, a net change of +1 holder.
  • The largest Friedman Industries buyer in Q4 2015 was Franklin Resources, an estimated $323K added.
  • The largest Friedman Industries seller in Q4 2015 was Morgan Stanley, an estimated $82.8K sold.

Based on aggregated 13F filings for Q4 2015.