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Friedman Industries

29 hedge funds and large institutions have $14.5M invested in Friedman Industries in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

10% more capital invested

Capital invested by funds: $13.2M → $14.5M (+$1.27M)

0.41% more ownership

Funds ownership: 33.23%33.64% (+0.41%)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$3.43M -$94.5K -16,862 -3%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.21M +$80.5K +14,366 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.02M +$2.24K +400 +0.2%
SRC
4
Shufro Rose & Co
New York
$953K +$12.9K +2,300 +2%
Franklin Resources
5
Franklin Resources
California
$800K
BGIM
6
Brandywine Global Investment Management
Pennsylvania
$765K
2L
7
22NW LP
Washington
$660K
Morgan Stanley
8
Morgan Stanley
New York
$513K +$5.61K +1,000 +1%
BCM
9
Bridgeway Capital Management
Texas
$484K
LSV Asset Management
10
LSV Asset Management
Illinois
$454K -$16.7K -2,986 -4%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$383K
GWI
12
Grace & White Inc
New York
$224K
CA
13
Callahan Advisors
Texas
$217K +$4.62K +824 +2%
BlackRock
14
BlackRock
New York
$198K +$2.22K +396 +1%
LCM
15
Leisure Capital Management
California
$146K -$2.37K -422 -2%
PL
16
Parthenon LLC
Kentucky
$145K
VNA
17
VNBTrust National Association
Virginia
$139K +$127K +22,636 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$133K
OAM
19
Oxford Asset Management
United Kingdom
$128K +$1.46K +261 +1%
Wells Fargo
20
Wells Fargo
California
$106K +$314 +56 +0.3%
Deutsche Bank
21
Deutsche Bank
Germany
$101K +$90.2K +16,083 +3,351%
Northern Trust
22
Northern Trust
Illinois
$96K
RC
23
RBF Capital
California
$89K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$52K +$39 +7 +0.1%
Bank of America
25
Bank of America
North Carolina
$24K -$5.61K -1,000 -21%

FRD Hedge Fund Activity: Q3 2017 in Review

29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Friedman Industries (FRD) for Q3 2017, worth a combined $14.5M — up 9.6% from $13.2M a quarter earlier.

Fund positioning in FRD was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 4 trimmed.

The largest buyer was VNBTrust National Association, opening a new position worth an estimated $127K. The largest seller was Dimensional Fund Advisors, cutting an estimated $94.5K.

  • 29 institutional investors held Friedman Industries (FRD) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $14.5M of Friedman Industries stock for Q3 2017, up 9.6% quarter-over-quarter.
  • 2 funds opened new Friedman Industries positions in Q3 2017 and 2 closed out, a net change of 0 holders.
  • The largest Friedman Industries buyer in Q3 2017 was VNBTrust National Association, an estimated $127K added.
  • The largest Friedman Industries seller in Q3 2017 was Dimensional Fund Advisors, an estimated $94.5K sold.

Based on aggregated 13F filings for Q3 2017.