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UNIFI
UFI

141 hedge funds and large institutions have $520M invested in UNIFI in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

4% more funds holding

Funds holding: 135 → 141 (+6)

2% more capital invested

Capital invested by funds: $510M → $520M (+$10.1M)

0.96% more ownership

Funds ownership: 78.4% → 79.36% (+0.96%)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
46
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$2.59M
2
BlackRock
BlackRock
New York
+$2.27M
3
KCM
Kennedy Capital Management
Missouri
+$1.81M
4
LSV Asset Management
LSV Asset Management
Illinois
+$1.57M
5
Goldman Sachs
Goldman Sachs
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
PA
Pinnacle Associates
New York
-$2.41M
2
GCP
GSA Capital Partners
United Kingdom
-$1.35M
3
Prudential Financial
Prudential Financial
New Jersey
-$1.28M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.2M
5
OAM
Oxford Asset Management
United Kingdom
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$958K – – –
Wells Fargo
52
Wells Fargo
California
$931K +$120K +3,330 +15%
KeyBank National Association
53
KeyBank National Association
Ohio
$881K +$44.3K +1,225 +5%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$870K -$11.7K -323 -1%
PPA
55
Parametric Portfolio Associates
Washington
$867K +$76.8K +2,122 +10%
Canada Life
56
Canada Life
Manitoba, Canada
$839K -$76K -2,100 -8%
OAM
57
Oberweis Asset Management
Illinois
$831K +$632K +17,460 +306%
BCM
58
Bridgeway Capital Management
Texas
$824K +$723 +20 +0.1%
Rafferty Asset Management
59
Rafferty Asset Management
New York
$788K +$795K +21,964 New
Citigroup
60
Citigroup
New York
$751K -$248K -6,862 -25%
MERSOM
61
Municipal Employees' Retirement System of Michigan
Michigan
$701K -$98.8K -2,730 -12%
Comerica Bank
62
Comerica Bank
Texas
$624K -$16.3K -451 -3%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$617K +$39.8K +1,100 +7%
CS
64
Credit Suisse
Switzerland
$598K -$226K -6,240 -27%
AIM
65
Anchor Investment Management
South Carolina
$581K – – –
AG
66
Aperio Group
California
$547K +$5.17K +143 +0.9%
First Trust Advisors
67
First Trust Advisors
Illinois
$546K +$65.9K +1,821 +14%
Macquarie Group
68
Macquarie Group
Australia
$520K – – –
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$515K – – –
JIR
70
James Investment Research
Ohio
$500K -$653K -18,050 -56%
AQR Capital Management
71
AQR Capital Management
Connecticut
$464K +$81.9K +2,264 +21%
O
72
OppenheimerFunds
New York
$449K -$40.7K -1,124 -8%
MWP
73
MYCIO Wealth Partners
Pennsylvania
$448K – – –
AIG
74
American International Group
New York
$446K +$2.03K +56 +0.5%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$434K -$47K -1,300 -10%
1 2
3
4 5

UFI Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UNIFI (UFI) for Q4 2017, worth a combined $520M — up 2% from $510M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UFI positions and 10 closed out — a net gain of 6 holders — while 46 added to existing stakes and 48 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $2.59M. The largest seller was Pinnacle Associates, cutting an estimated $2.41M.

  • 141 institutional investors held UNIFI (UFI) as of Q4 2017, up from 135 in Q3 2017.
  • Funds reported $520M of UNIFI stock for Q4 2017, up 2% quarter-over-quarter.
  • 16 funds opened new UNIFI positions in Q4 2017 and 10 closed out, a net change of +6 holders.
  • The largest UNIFI buyer in Q4 2017 was Victory Capital Management, an estimated $2.59M added.
  • The largest UNIFI seller in Q4 2017 was Pinnacle Associates, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2017.