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UNIFI
UFI

135 hedge funds and large institutions have $510M invested in UNIFI in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $433M → $510M (+$77.1M)

2% more funds holding

Funds holding: 132 → 135 (+3)

1.22% more ownership

Funds ownership: 77.17% → 78.4% (+1.2%)

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
53
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.39M
2
BlackRock
BlackRock
New York
+$3.85M
3
Victory Capital Management
Victory Capital Management
Texas
+$2.73M
4
Goldman Sachs
Goldman Sachs
New York
+$2.44M
5
Millennium Management
Millennium Management
New York
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$6.2M
2
UIC
Uniplan Investment Counsel
Wisconsin
-$6.17M
3
SFSG
Stearns Financial Services Group
North Carolina
-$2.39M
4
TAM
Tocqueville Asset Management
New York
-$1.54M
5
LP
LGL Partners
Pennsylvania
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
101
First Manhattan
New York
$133K – – –
ClearBridge Investments
102
ClearBridge Investments
New York
$125K – – –
SOADOR
103
State of Alaska Department of Revenue
Alaska
$119K +$11.4K +360 +12%
SG Americas Securities
104
SG Americas Securities
New York
$114K +$101K +3,186 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$105K +$41.5K +1,314 +80%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$76K – – –
PI
107
PineBridge Investments
New York
$75K +$2.72K +86 +4%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$68K +$10.2K +323 +21%
TRCT
109
Tower Research Capital (TRC)
New York
$68K +$60.4K +1,913 New
Barclays
110
Barclays
United Kingdom
$57K -$7.8K -247 -14%
APSP
111
Asset Planning Services (Pennsylvania)
Pennsylvania
$55K – – –
FFC
112
First Financial Corp
Indiana
$40K – – –
AIP
113
Ameritas Investment Partners
Nebraska
$37K – – –
MRCM
114
M&R Capital Management
New Jersey
$35K – – –
PCM
115
Prelude Capital Management
New York
$35K +$31.4K +994 New
TSW
116
Thompson Siegel & Walmsley
Virginia
$32K – – –
VCM
117
Versant Capital Management
Arizona
$26K – – –
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$23K -$2.84K -90 -12%
LIA
119
LS Investment Advisors
Michigan
$22K +$3.89K +123 +26%
SWA
120
Sutton Wealth Advisors
Florida
$17.6K – – –
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$14K – – –
Simplex Trading
122
Simplex Trading
Illinois
$10K -$41.7K -1,320 -82%
LJHT
123
Laurie J. Hall Trustee
$9.62K – – –
IA
124
IFP Advisors
Florida
$6K – – –
Bessemer Group
125
Bessemer Group
New Jersey
$5K – – –
2 3 4
5
6

UFI Hedge Fund Activity: Q3 2017 in Review

135 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UNIFI (UFI) for Q3 2017, worth a combined $510M — up 18% from $433M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UFI positions and 9 closed out — a net gain of 4 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.39M. The largest seller was Kennedy Capital Management, cutting an estimated $6.2M.

  • 135 institutional investors held UNIFI (UFI) as of Q3 2017, up from 132 in Q2 2017.
  • Funds reported $510M of UNIFI stock for Q3 2017, up 18% quarter-over-quarter.
  • 13 funds opened new UNIFI positions in Q3 2017 and 9 closed out, a net change of +4 holders.
  • The largest UNIFI buyer in Q3 2017 was Royal Bank of Canada, an estimated $4.39M added.
  • The largest UNIFI seller in Q3 2017 was Kennedy Capital Management, an estimated $6.2M sold.

Based on aggregated 13F filings for Q3 2017.