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FRP Holdings

83 hedge funds and large institutions have $243M invested in FRP Holdings in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

11% more funds holding

Funds holding: 7583 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $253M → $243M (-$9.03M)

3.04% less ownership

Funds ownership: 91.97%88.93% (-3%)

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
1
Charles D. Hyman
$55.7M +$99.1K +3,460 +0.2%
BlackRock
2
BlackRock
New York
$32M +$286K +9,994 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.3M +$813K +28,390 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.5M -$18.2M -635,898 -51%
RA
5
Royce & Associates
New York
$12.1M -$11.5K -400 -0.1%
ECM
6
Estabrook Capital Management
New York
$10.1M -$57.3K -2,000 -0.6%
State Street
7
State Street
Massachusetts
$7.82M +$15.2K +530 +0.2%
DC
8
Davenport & Co
Virginia
$7.66M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.58M -$358K -12,496 -5%
TAM
10
Third Avenue Management
New York
$7.28M -$10.4K -364 -0.1%
SI
11
Sprott Inc
Ontario, Canada
$7.2M
ICM
12
Intrepid Capital Management
Florida
$5.64M
Northern Trust
13
Northern Trust
Illinois
$3.48M +$6.47K +226 +0.2%
SIC
14
Salem Investment Counselors
North Carolina
$3.24M -$40.1K -1,400 -1%
Charles Schwab
15
Charles Schwab
California
$2.82M +$20.2K +704 +0.7%
OC
16
Oppenheimer & Close
New York
$2.69M -$40.1K -1,400 -1%
GWMI
17
Guardian Wealth Management (Illinois)
Illinois
$1.97M +$648K +22,628 +49%
Millennium Management
18
Millennium Management
New York
$1.92M +$1.91M +66,604 New
Jane Street
19
Jane Street
New York
$1.86M +$1.85M +64,520 New
Goldman Sachs
20
Goldman Sachs
New York
$1.69M +$1.23M +42,780 +270%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.57M -$9K -314 -0.6%
Morgan Stanley
22
Morgan Stanley
New York
$1.38M +$321K +11,192 +30%
UBS Group
23
UBS Group
Switzerland
$1.35M +$26.6K +930 +2%
RR
24
Robotti Robert
$1.32M -$236K -8,226 -15%
N
25
Nuveen
North Carolina
$1.18M

FRPH Hedge Fund Activity: Q2 2023 in Review

83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FRP Holdings (FRPH) for Q2 2023, worth a combined $243M — down 3.6% from $253M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FRPH positions and 6 closed out — a net gain of 8 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.91M. The largest seller was Vanguard Group, cutting an estimated $18.2M.

  • 83 institutional investors held FRP Holdings (FRPH) as of Q2 2023, up from 75 in Q1 2023.
  • Funds reported $243M of FRP Holdings stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 14 funds opened new FRP Holdings positions in Q2 2023 and 6 closed out, a net change of +8 holders.
  • The largest FRP Holdings buyer in Q2 2023 was Millennium Management, an estimated $1.91M added.
  • The largest FRP Holdings seller in Q2 2023 was Vanguard Group, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2023.