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FRP Holdings

54 hedge funds and large institutions have $181M invested in FRP Holdings in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

18% more capital invested

Capital invested by funds: $154M → $181M (+$27.2M)

0% more funds holding

Funds holding: 5454 (0)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$47.5M -$1.9M -100,560 -4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$34.2M -$533K -28,140 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.7M +$314K +16,564 +3%
CDH
4
Charles D. Hyman
$12.2M +$94.7K +5,000 +0.8%
RCM
5
Rutabaga Capital Management
Massachusetts
$9.12M -$301K -15,900 -3%
ECM
6
Estabrook Capital Management
New York
$8.67M -$24.7K -1,304 -0.3%
BIT
7
BlackRock Institutional Trust
California
$8.1M -$75.3K -3,974 -1%
BFA
8
BlackRock Fund Advisors
California
$7.2M +$923K +48,748 +15%
FAM
9
Fenimore Asset Management
New York
$6.79M +$18.9K +1,000 +0.3%
Vanguard Group
10
Vanguard Group
Pennsylvania
$5.92M +$7.46K +394 +0.1%
State Street
11
State Street
Massachusetts
$4.08M +$69.6K +3,676 +2%
Northern Trust
12
Northern Trust
Illinois
$3.64M -$110K -5,798 -3%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$2.04M
CSC
14
Cove Street Capital
California
$1.8M +$950K +50,180 +120%
CCMLC
15
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.77M +$1.71M +90,200 New
RFC
16
Russell Frank Company
Washington
$1.52M +$1.45M +76,800 New
AMI
17
Amica Mutual Insurance
Rhode Island
$1.28M +$176K +9,298 +17%
TCIM
18
TIAA CREF Investment Management
New York
$1.19M +$30.9K +1,632 +3%
WP
19
WMS Partners
Maryland
$1.16M +$150K +7,900 +15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.14M +$126K +6,678 +13%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.05M +$53.7K +2,834 +6%
OAM
22
Oxford Asset Management
United Kingdom
$1.03M +$378K +19,934 +61%
ICM
23
Intrepid Capital Management
Florida
$961K
BIM
24
BlackRock Investment Management
Delaware
$867K -$6.97K -368 -0.8%
APFBOT
25
Amica Pension Fund Board of Trustees
Rhode Island
$773K +$106K +5,616 +17%

FRPH Hedge Fund Activity: Q4 2014 in Review

54 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in FRP Holdings (FRPH) for Q4 2014, worth a combined $181M — up 18% from $154M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FRPH positions and 3 closed out — a net gain of 2 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $1.71M. The largest seller was Royce & Associates, cutting an estimated $1.9M.

  • 54 institutional investors held FRP Holdings (FRPH) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $181M of FRP Holdings stock for Q4 2014, up 18% quarter-over-quarter.
  • 5 funds opened new FRP Holdings positions in Q4 2014 and 3 closed out, a net change of +2 holders.
  • The largest FRP Holdings buyer in Q4 2014 was Cardinal Capital Management LLC (Connecticut), an estimated $1.71M added.
  • The largest FRP Holdings seller in Q4 2014 was Royce & Associates, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2014.