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Friedman Industries

28 hedge funds and large institutions have $14.3M invested in Friedman Industries in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4% more funds holding

Funds holding: 2728 (+1)

1% more capital invested

Capital invested by funds: $14.2M → $14.3M (+$98K)

0.92% less ownership

Funds ownership: 35.56%34.63% (-0.92%)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
10
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
$3.33M +$11.6K +2,001 +0.4%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.18M -$139K -23,900 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.02M +$23.9K +4,099 +2%
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$1.01M +$282K +48,500 +39%
SRC
5
Shufro Rose & Co
New York
$881K -$17.5K -3,000 -2%
Morgan Stanley
6
Morgan Stanley
New York
$834K +$1.75K +300 +0.2%
Franklin Resources
7
Franklin Resources
California
$763K
VNA
8
VNBTrust National Association
Virginia
$604K -$1.96K -337 -0.3%
BCM
9
Bridgeway Capital Management
Texas
$462K
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$366K
Deutsche Bank
11
Deutsche Bank
Germany
$234K -$60.6K -10,409 -21%
GWI
12
Grace & White Inc
New York
$214K
CA
13
Callahan Advisors
Texas
$195K
EIM
14
Essex Investment Management
Massachusetts
$190K -$19K -3,270 -9%
LCM
15
Leisure Capital Management
California
$140K -$2.6K -446 -2%
PL
16
Parthenon LLC
Kentucky
$139K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$127K
BlackRock
18
BlackRock
New York
$124K +$1.71K +294 +1%
OAM
19
Oxford Asset Management
United Kingdom
$88K -$1.49K -256 -2%
RC
20
RBF Capital
California
$85K
Northern Trust
21
Northern Trust
Illinois
$84K -$1.75K -300 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$64K +$63.5K +10,910 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$49K -$41 -7 -0.1%
Wells Fargo
24
Wells Fargo
California
$36K -$9.55K -1,640 -21%
Bank of America
25
Bank of America
North Carolina
$14K

FRD Hedge Fund Activity: Q1 2018 in Review

28 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Friedman Industries (FRD) for Q1 2018, worth a combined $14.3M — up 0.69% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FRD positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $282K. The largest seller was LSV Asset Management, exiting entirely with an estimated $419K sold.

  • 28 institutional investors held Friedman Industries (FRD) as of Q1 2018, up from 27 in Q4 2017.
  • Funds reported $14.3M of Friedman Industries stock for Q1 2018, up 0.69% quarter-over-quarter.
  • 3 funds opened new Friedman Industries positions in Q1 2018 and 2 closed out, a net change of +1 holder.
  • The largest Friedman Industries buyer in Q1 2018 was Brandywine Global Investment Management, an estimated $282K added.
  • The largest Friedman Industries seller in Q1 2018 was LSV Asset Management, an estimated $419K sold.

Based on aggregated 13F filings for Q1 2018.