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FRP Holdings

71 hedge funds and large institutions have $252M invested in FRP Holdings in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $219M → $252M (+$33.5M)

1.75% more ownership

Funds ownership: 94.7%96.45% (+1.7%)

1% more funds holding

Funds holding: 7071 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
1
Charles D. Hyman
$53.2M -$397K -14,358 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$34.7M +$1.69M +61,158 +5%
BlackRock
3
BlackRock
New York
$32.2M -$447K -16,156 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$26.2M +$15.8K +570 +0.1%
RA
5
Royce & Associates
New York
$16.5M -$599K -21,638 -4%
ECM
6
Estabrook Capital Management
New York
$10.1M -$326K -11,782 -3%
FAM
7
Fenimore Asset Management
New York
$9.59M -$416K -15,048 -4%
TAM
8
Third Avenue Management
New York
$8.49M +$102K +3,704 +1%
State Street
9
State Street
Massachusetts
$8.01M +$350K +12,652 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.85M +$827K +29,876 +14%
SI
11
Sprott Inc
Ontario, Canada
$6.68M +$553K +20,000 +9%
DC
12
Davenport & Co
Virginia
$6.62M +$6.58M +237,720 New
Northern Trust
13
Northern Trust
Illinois
$4.18M +$65.6K +2,370 +2%
SIC
14
Salem Investment Counselors
North Carolina
$3.16M -$83K -3,000 -3%
ICM
15
Intrepid Capital Management
Florida
$2.54M +$10.5K +378 +0.4%
Charles Schwab
16
Charles Schwab
California
$2.48M +$74.3K +2,684 +3%
N
17
Nuveen
North Carolina
$1.79M -$38.5K -1,390 -2%
OC
18
Oppenheimer & Close
New York
$1.73M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.58M -$54.5K -1,968 -3%
RR
20
Robotti Robert
$1.4M
First Manhattan
21
First Manhattan
New York
$1.27M
TA
22
Teton Advisors
New York
$1.25M
Renaissance Technologies
23
Renaissance Technologies
New York
$880K -$830K -30,000 -49%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$820K +$3.1K +112 +0.4%
Swiss National Bank
25
Swiss National Bank
Switzerland
$752K -$27.7K -1,000 -4%

FRPH Hedge Fund Activity: Q2 2021 in Review

71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FRP Holdings (FRPH) for Q2 2021, worth a combined $252M — up 15% from $219M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FRPH positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 29 trimmed.

The largest buyer was Davenport & Co, opening a new position worth an estimated $6.58M. The largest seller was Russell Investments Group, cutting an estimated $1.08M.

  • 71 institutional investors held FRP Holdings (FRPH) as of Q2 2021, up from 70 in Q1 2021.
  • Funds reported $252M of FRP Holdings stock for Q2 2021, up 15% quarter-over-quarter.
  • 5 funds opened new FRP Holdings positions in Q2 2021 and 4 closed out, a net change of +1 holder.
  • The largest FRP Holdings buyer in Q2 2021 was Davenport & Co, an estimated $6.58M added.
  • The largest FRP Holdings seller in Q2 2021 was Russell Investments Group, an estimated $1.08M sold.

Based on aggregated 13F filings for Q2 2021.