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UNIFI
UFI

124 hedge funds and large institutions have $346M invested in UNIFI in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.4% more ownership

Funds ownership: 81.14% → 82.54% (+1.4%)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

11% less funds holding

Funds holding: 139 → 124 (-15)

18% less capital invested

Capital invested by funds: $422M → $346M (-$75.8M)

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

Holders
124
Holders Change
-15
Holders Change %
-10.79%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
48
Closed
27
Calls
$966K
Puts
–
Net Calls
+$966K
Net Calls Change
+$886K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$11.4M
2
VH
ValueAct Holdings
California
+$5.12M
3
UIC
Uniplan Investment Counsel
Wisconsin
+$3.35M
4
WG
Winton Group
United Kingdom
+$2.36M
5
BlackRock
BlackRock
New York
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$5.39M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.68M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.19M
4
Morgan Stanley
Morgan Stanley
New York
-$1.07M
5
GC
Guggenheim Capital
Illinois
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$576K -$37.6K -1,488 -6%
Deutsche Bank
52
Deutsche Bank
Germany
$567K -$548K -21,719 -47%
Prudential Financial
53
Prudential Financial
New Jersey
$532K -$26.3K -1,040 -4%
ASRS
54
Arizona State Retirement System
Arizona
$511K +$34.1K +1,352 +6%
PI
55
Putnam Investments
Massachusetts
$429K +$475K +18,800 New
VRS
56
Virginia Retirement Systems
Virginia
$418K +$134K +5,300 +41%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$393K – – –
Canada Life
58
Canada Life
Manitoba, Canada
$385K +$51.4K +2,038 +13%
CS
59
Credit Suisse
Switzerland
$358K +$29.2K +1,156 +8%
AG
60
Aperio Group
California
$343K +$20.2K +802 +6%
O
61
OppenheimerFunds
New York
$341K -$5.73K -227 -1%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$328K – – –
Brown Advisory
63
Brown Advisory
Maryland
$320K -$27.3K -1,080 -7%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$320K +$3.23K +128 +0.9%
JP Morgan Chase
65
JP Morgan Chase
New York
$317K +$216K +8,565 +161%
MWP
66
MYCIO Wealth Partners
Pennsylvania
$308K +$25.2K +1,000 +8%
Comerica Bank
67
Comerica Bank
Texas
$298K -$1.39K -55 -0.4%
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$289K +$25.2K +1,000 +9%
AllianceBernstein
69
AllianceBernstein
Tennessee
$279K +$42.9K +1,700 +16%
AIG
70
American International Group
New York
$274K -$3.38K -134 -1%
EGM
71
Engineers Gate Manager
New York
$270K +$77.1K +3,053 +35%
UBS Group
72
UBS Group
Switzerland
$246K -$93.9K -3,721 -26%
AIM
73
Alambic Investment Management
California
$246K +$86.3K +3,420 +47%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$234K -$43.1K -1,708 -14%
SB
75
Suntrust Banks
Georgia
$228K – – –
1 2
3
4 5

UFI Hedge Fund Activity: Q4 2018 in Review

124 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in UNIFI (UFI) for Q4 2018, worth a combined $346M — down 18% from $422M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UFI and 13 opened new positions — a net loss of 14 holders — while 48 trimmed existing stakes and 44 added.

The largest buyer was Franklin Resources, adding an estimated $11.4M. The largest seller was LSV Asset Management, exiting entirely with an estimated $5.39M sold.

  • 124 institutional investors held UNIFI (UFI) as of Q4 2018, down from 139 in Q3 2018.
  • Funds reported $346M of UNIFI stock for Q4 2018, down 18% quarter-over-quarter.
  • 13 funds opened new UNIFI positions in Q4 2018 and 27 closed out, a net change of -14 holders.
  • The largest UNIFI buyer in Q4 2018 was Franklin Resources, an estimated $11.4M added.
  • The largest UNIFI seller in Q4 2018 was LSV Asset Management, an estimated $5.39M sold.

Based on aggregated 13F filings for Q4 2018.