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Friedman Industries

21 hedge funds and large institutions have $18M invested in Friedman Industries in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

16% more capital invested

Capital invested by funds: $15.5M → $18M (+$2.49M)

0.07% more ownership

Funds ownership: 32.2%32.27% (+0.07%)

9% less funds holding

Funds holding: 2321 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.52M +$114K +14,766 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4.4M -$72.9K -9,419 -2%
BCM
3
Bridgeway Capital Management
Texas
$1.8M
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.74M +$897 +116 +0.1%
SRC
5
Shufro Rose & Co
New York
$866K -$15.5K -2,000 -2%
HWA
6
HHM Wealth Advisors
Tennessee
$804K +$198K +25,653 +35%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$707K +$18.8K +2,424 +3%
Morgan Stanley
8
Morgan Stanley
New York
$701K -$99.2K -12,819 -13%
CA
9
Callahan Advisors
Texas
$532K +$21.5K +2,782 +4%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$445K -$52.8K -6,828 -11%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$378K
BlackRock
12
BlackRock
New York
$246K -$7.73K -999 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$226K
MAM
14
Marquette Asset Management
Minnesota
$151K
Northern Trust
15
Northern Trust
Illinois
$135K +$5.27K +681 +4%
LSV Asset Management
16
LSV Asset Management
Illinois
$133K -$278K -35,902 -69%
RC
17
RBF Capital
California
$117K
Wells Fargo
18
Wells Fargo
California
$104K +$23 +3 +0%
FCMT
19
Founders Capital Management (Texas)
Texas
$32K
TC
20
Truvestments Capital
Florida
$8K +$3.87K +500 +100%
Bank of America
21
Bank of America
North Carolina
$1K +$541 +70 New
EIM
22
Essex Investment Management
Massachusetts
-$99K -14,396 Closed
UBS Group
23
UBS Group
Switzerland
-$7K -1,013 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$3K -488 Closed

FRD Hedge Fund Activity: Q1 2021 in Review

21 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Friedman Industries (FRD) for Q1 2021, worth a combined $18M — up 16% from $15.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FRD and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was HHM Wealth Advisors, adding an estimated $198K. The largest seller was LSV Asset Management, cutting an estimated $278K.

  • 21 institutional investors held Friedman Industries (FRD) as of Q1 2021, down from 23 in Q4 2020.
  • Funds reported $18M of Friedman Industries stock for Q1 2021, up 16% quarter-over-quarter.
  • 1 fund opened new Friedman Industries positions in Q1 2021 and 3 closed out, a net change of -2 holders.
  • The largest Friedman Industries buyer in Q1 2021 was HHM Wealth Advisors, an estimated $198K added.
  • The largest Friedman Industries seller in Q1 2021 was LSV Asset Management, an estimated $278K sold.

Based on aggregated 13F filings for Q1 2021.