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FRP Holdings

53 hedge funds and large institutions have $155M invested in FRP Holdings in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

14% more capital invested

Capital invested by funds: $136M → $155M (+$18.5M)

2% less funds holding

Funds holding: 5453 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
21
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$31.3M -$2.2M -138,600 -7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$29.3M -$342K -21,560 -1%
CDH
3
Charles D. Hyman
$11.2M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.1M -$43K -2,710 -0.4%
ECM
5
Estabrook Capital Management
New York
$7.77M -$312K -19,700 -4%
RCM
6
Rutabaga Capital Management
Massachusetts
$7.63M +$612K +38,606 +9%
FAM
7
Fenimore Asset Management
New York
$7.3M +$395K +24,930 +6%
BIT
8
BlackRock Institutional Trust
California
$6.82M +$13.8K +872 +0.2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$6.42M +$981K +61,844 +20%
BFA
10
BlackRock Fund Advisors
California
$5.98M +$182K +11,486 +3%
State Street
11
State Street
Massachusetts
$3.48M +$6.76K +426 +0.2%
RFC
12
Russell Frank Company
Washington
$3.13M -$34.9K -2,200 -1%
Northern Trust
13
Northern Trust
Illinois
$2.56M +$4.44K +280 +0.2%
CCMLC
14
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.39M -$15.9K -1,000 -0.7%
CSC
15
Cove Street Capital
California
$2.36M
AMI
16
Amica Mutual Insurance
Rhode Island
$2.27M +$1.09M +68,802 +105%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.83M
APFBOT
18
Amica Pension Fund Board of Trustees
Rhode Island
$1.56M +$834K +52,554 +133%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.34M +$211K +13,316 +20%
TCIM
20
TIAA CREF Investment Management
New York
$898K +$55.7K +3,514 +7%
BIM
21
BlackRock Investment Management
Delaware
$881K +$2.95K +186 +0.4%
WP
22
WMS Partners
Maryland
$832K -$119K -7,500 -13%
ICM
23
Intrepid Capital Management
Florida
$832K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$679K -$98.1K -6,182 -13%
TA
25
Teton Advisors
New York
$679K +$333K +21,000 +111%

FRPH Hedge Fund Activity: Q4 2015 in Review

53 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in FRP Holdings (FRPH) for Q4 2015, worth a combined $155M — up 14% from $136M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FRPH and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 21 added.

The largest buyer was Amica Mutual Insurance, adding an estimated $1.09M. The largest seller was Royce & Associates, cutting an estimated $2.2M.

  • 53 institutional investors held FRP Holdings (FRPH) as of Q4 2015, down from 54 in Q3 2015.
  • Funds reported $155M of FRP Holdings stock for Q4 2015, up 14% quarter-over-quarter.
  • 2 funds opened new FRP Holdings positions in Q4 2015 and 3 closed out, a net change of -1 holder.
  • The largest FRP Holdings buyer in Q4 2015 was Amica Mutual Insurance, an estimated $1.09M added.
  • The largest FRP Holdings seller in Q4 2015 was Royce & Associates, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2015.