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Friedman Industries

20 hedge funds and large institutions have $13.7M invested in Friedman Industries in 2022 Q3 according to their latest regulatory filings, with 2 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

4.24% less ownership

Funds ownership: 30.46%26.22% (-4.2%)

5% less funds holding

Funds holding: 2120 (-1)

19% less capital invested

Capital invested by funds: $17M → $13.7M (-$3.27M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
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
$3.83M -$26.5K -2,958 -0.5%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.8M -$251K -28,026 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.1M +$166K +18,500 +7%
BCM
4
Bridgeway Capital Management
Texas
$1.45M -$134K -15,000 -7%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$642K
Morgan Stanley
6
Morgan Stanley
New York
$586K +$14K +1,560 +2%
CA
7
Callahan Advisors
Texas
$508K +$66.4K +7,416 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$407K +$13.6K +1,521 +3%
GJL
9
Gendell Jeffrey L
$327K +$115K +12,809 +39%
SRC
10
Shufro Rose & Co
New York
$320K -$262K -29,331 -39%
State Street
11
State Street
Massachusetts
$165K
BlackRock
12
BlackRock
New York
$121K -$71.5K -7,991 -32%
RC
13
RBF Capital
California
$103K
Citadel Advisors
14
Citadel Advisors
Florida
$99K +$124K +13,898 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$87K +$14.9K +1,670 +16%
Northern Trust
16
Northern Trust
Illinois
$82K
Wells Fargo
17
Wells Fargo
California
$56K -$18 -2 -0%
FCMT
18
Founders Capital Management (Texas)
Texas
$36K +$8.95K +1,000 +25%
TRCT
19
Tower Research Capital (TRC)
New York
$16K +$18.3K +2,050 +1,680%
WFA
20
Wipfli Financial Advisors
Wisconsin
$2K +$2.76K +308 New
HWA
21
HHM Wealth Advisors
Tennessee
-$720K -88,430 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$365K -44,868 Closed
UBS Group
23
UBS Group
Switzerland
-$11K -1,294 Closed

FRD Hedge Fund Activity: Q3 2022 in Review

20 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Friedman Industries (FRD) for Q3 2022, worth a combined $13.7M — down 19% from $17M a quarter earlier.

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

The largest buyer was Vanguard Group, adding an estimated $166K. The largest seller was HHM Wealth Advisors, exiting entirely with an estimated $720K sold.

  • 20 institutional investors held Friedman Industries (FRD) as of Q3 2022, down from 21 in Q2 2022.
  • Funds reported $13.7M of Friedman Industries stock for Q3 2022, down 19% quarter-over-quarter.
  • 2 funds opened new Friedman Industries positions in Q3 2022 and 3 closed out, a net change of -1 holder.
  • The largest Friedman Industries buyer in Q3 2022 was Vanguard Group, an estimated $166K added.
  • The largest Friedman Industries seller in Q3 2022 was HHM Wealth Advisors, an estimated $720K sold.

Based on aggregated 13F filings for Q3 2022.