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FRP Holdings

69 hedge funds and large institutions have $206M invested in FRP Holdings in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $186M → $206M (+$19.9M)

5% more funds holding

Funds holding: 6669 (+3)

1.9% more ownership

Funds ownership: 94.38%96.29% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

41% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 27

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
16
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
1
Charles D. Hyman
$44M -$138K -6,300 -0.3%
BlackRock
2
BlackRock
New York
$26.2M +$461K +21,028 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$25M +$12.7M +580,364 +112%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.7M -$262K -11,962 -1%
RA
5
Royce & Associates
New York
$15.1M -$922K -42,000 -6%
ECM
6
Estabrook Capital Management
New York
$8.6M -$17.6K -800 -0.2%
FAM
7
Fenimore Asset Management
New York
$8.4M -$62.3K -2,838 -0.8%
State Street
8
State Street
Massachusetts
$6.3M -$154K -7,004 -2%
TAM
9
Third Avenue Management
New York
$5.91M -$89.3K -4,068 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.84M -$39.4K -1,794 -0.8%
SI
11
Sprott Inc
Ontario, Canada
$4.55M
Northern Trust
12
Northern Trust
Illinois
$3.68M -$231K -10,516 -6%
SIC
13
Salem Investment Counselors
North Carolina
$2.63M +$74.6K +3,400 +3%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$2.36M -$496K -22,586 -18%
CAM
15
Capco Asset Management
Florida
$2.12M +$2.04M +92,920 New
ICM
16
Intrepid Capital Management
Florida
$2.08M -$97K -4,420 -5%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.02M -$793K -36,118 -29%
Charles Schwab
18
Charles Schwab
California
$1.91M -$21.3K -970 -1%
N
19
Nuveen
North Carolina
$1.52M -$85.8K -3,910 -6%
OC
20
Oppenheimer & Close
New York
$1.42M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.36M +$94.1K +4,290 +8%
RJA
22
Raymond James & Associates
Florida
$1.07M -$168K -7,676 -14%
First Manhattan
23
First Manhattan
New York
$1.04M
TA
24
Teton Advisors
New York
$1.02M
RR
25
Robotti Robert
$960K +$65.8K +3,000 +8%

FRPH Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FRP Holdings (FRPH) for Q4 2020, worth a combined $206M — up 11% from $186M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FRPH positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.7M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $9.25M sold.

  • 69 institutional investors held FRP Holdings (FRPH) as of Q4 2020, up from 66 in Q3 2020.
  • Funds reported $206M of FRP Holdings stock for Q4 2020, up 11% quarter-over-quarter.
  • 9 funds opened new FRP Holdings positions in Q4 2020 and 6 closed out, a net change of +3 holders.
  • The largest FRP Holdings buyer in Q4 2020 was Vanguard Group, an estimated $12.7M added.
  • The largest FRP Holdings seller in Q4 2020 was T. Rowe Price Associates, an estimated $9.25M sold.

Based on aggregated 13F filings for Q4 2020.