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FRP Holdings

69 hedge funds and large institutions have $326M invested in FRP Holdings in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

22% more capital invested

Capital invested by funds: $267M → $326M (+$58.9M)

8% more funds holding

Funds holding: 6469 (+5)

5.29% more ownership

Funds ownership: 95.23%100.52% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
26
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$46.3M +$137K +4,680 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.3M +$11.8M +403,776 +46%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$32.6M -$3.69M -125,808 -11%
BlackRock
4
BlackRock
New York
$32.4M +$3.08M +105,200 +12%
CDH
5
Charles D. Hyman
$29.2M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$27.3M +$1.03M +35,314 +4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$16.8M +$1.76M +60,110 +13%
ECM
8
Estabrook Capital Management
New York
$13.8M -$505K -17,240 -4%
ICM
9
Intrepid Capital Management
Florida
$10.9M +$30.6K +1,046 +0.3%
FAM
10
Fenimore Asset Management
New York
$9.97M -$97.8K -3,340 -1%
State Street
11
State Street
Massachusetts
$8.28M +$383K +13,074 +5%
SI
12
Sprott Inc
Ontario, Canada
$7.93M -$58.6K -2,000 -0.8%
Northern Trust
13
Northern Trust
Illinois
$5.88M +$678K +23,158 +15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.22M +$753K +25,700 +19%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$3.16M +$2.51M +85,666 +722%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$2.77M
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$2.71M -$180K -6,150 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.52M +$143K +4,878 +7%
TAM
19
Third Avenue Management
New York
$2.35M +$16.3K +558 +0.8%
Charles Schwab
20
Charles Schwab
California
$2.17M +$52.9K +1,806 +3%
RJA
21
Raymond James & Associates
Florida
$1.81M +$1.26M +43,000 +331%
TA
22
Teton Advisors
New York
$1.63M
Renaissance Technologies
23
Renaissance Technologies
New York
$1.55M +$1.05M +35,800 +298%
OC
24
Oppenheimer & Close
New York
$1.54M
CSC
25
Cove Street Capital
California
$1.29M

FRPH Hedge Fund Activity: Q2 2018 in Review

69 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FRP Holdings (FRPH) for Q2 2018, worth a combined $326M — up 22% from $267M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FRPH positions and 5 closed out — a net gain of 5 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.8M. The largest seller was Rutabaga Capital Management, exiting entirely with an estimated $4.05M sold.

  • 69 institutional investors held FRP Holdings (FRPH) as of Q2 2018, up from 64 in Q1 2018.
  • Funds reported $326M of FRP Holdings stock for Q2 2018, up 22% quarter-over-quarter.
  • 10 funds opened new FRP Holdings positions in Q2 2018 and 5 closed out, a net change of +5 holders.
  • The largest FRP Holdings buyer in Q2 2018 was Vanguard Group, an estimated $11.8M added.
  • The largest FRP Holdings seller in Q2 2018 was Rutabaga Capital Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2018.