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Friedman Industries

31 hedge funds and large institutions have $18.9M invested in Friedman Industries in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.58% less ownership

Funds ownership: 39.26%38.68% (-0.58%)

11% less capital invested

Capital invested by funds: $21.1M → $18.9M (-$2.23M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$4.1M +$12.4K +1,687 +0.3%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.43M -$32.3K -4,400 -0.9%
BCM
3
Bridgeway Capital Management
Texas
$1.57M
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.49M
SRC
5
Shufro Rose & Co
New York
$870K +$32.1K +4,372 +4%
Franklin Resources
6
Franklin Resources
California
$835K
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$832K -$27.8K -3,780 -3%
Morgan Stanley
8
Morgan Stanley
New York
$805K -$368 -50 -0%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$740K
LSV Asset Management
10
LSV Asset Management
Illinois
$706K
HWA
11
HHM Wealth Advisors
Tennessee
$513K
EIM
12
Essex Investment Management
Massachusetts
$507K +$225K +30,576 +72%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$434K
CA
14
Callahan Advisors
Texas
$377K +$26K +3,542 +7%
VNB
15
Virginia National Bank
Virginia
$283K -$9.56K -1,300 -3%
MERSOM
16
Municipal Employees' Retirement System of Michigan
Michigan
$279K
BlackRock
17
BlackRock
New York
$269K +$24K +3,262 +9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$198K
AIM
19
Alambic Investment Management
California
$129K -$251K -34,179 -65%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$125K -$12.4K -1,687 -9%
Northern Trust
21
Northern Trust
Illinois
$122K -$4.73K -644 -4%
RC
22
RBF Capital
California
$101K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$58K
Wells Fargo
24
Wells Fargo
California
$48K
PAM
25
Panagora Asset Management
Massachusetts
$29K -$250 -34 -0.8%

FRD Hedge Fund Activity: Q2 2019 in Review

31 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Friedman Industries (FRD) for Q2 2019, worth a combined $18.9M — down 11% from $21.1M a quarter earlier.

Fund positioning in FRD was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Essex Investment Management, adding an estimated $225K. The largest seller was Alambic Investment Management, cutting an estimated $251K.

  • 31 institutional investors held Friedman Industries (FRD) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $18.9M of Friedman Industries stock for Q2 2019, down 11% quarter-over-quarter.
  • 3 funds opened new Friedman Industries positions in Q2 2019 and 3 closed out, a net change of 0 holders.
  • The largest Friedman Industries buyer in Q2 2019 was Essex Investment Management, an estimated $225K added.
  • The largest Friedman Industries seller in Q2 2019 was Alambic Investment Management, an estimated $251K sold.

Based on aggregated 13F filings for Q2 2019.