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UNIFI
UFI

131 hedge funds and large institutions have $531M invested in UNIFI in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

2% more capital invested

Capital invested by funds: $520M → $531M (+$10.8M)

0.69% more ownership

Funds ownership: 79.36% → 80.05% (+0.69%)

7% less funds holding

Funds holding: 141 → 131 (-10)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
131
Holders Change
-10
Holders Change %
-7.09%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
47
Reduced
39
Closed
17
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
+$258K

Top Buyers

Rank Fund Capital Flow
1
IAM
Impala Asset Management
Florida
+$3.72M
2
Victory Capital Management
Victory Capital Management
Texas
+$2.14M
3
DM
Diker Management
New York
+$1.82M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.65M
5
LSV Asset Management
LSV Asset Management
Illinois
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.69M
2
Morgan Stanley
Morgan Stanley
New York
-$1M
3
Goldman Sachs
Goldman Sachs
New York
-$970K
4
PA
Pinnacle Associates
New York
-$921K
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$788K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
101
First Manhattan
New York
$135K – – –
SO
102
STRS Ohio
Ohio
$126K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$102K – – –
SG Americas Securities
104
SG Americas Securities
New York
$100K +$99.1K +2,768 New
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$59K +$859 +24 +1%
RQS
106
Ramsey Quantitative Systems
Kentucky
$57K +$30.1K +841 +116%
APSP
107
Asset Planning Services (Pennsylvania)
Pennsylvania
$55K – – –
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$50K -$25.4K -710 -34%
AIP
109
Ameritas Investment Partners
Nebraska
$43K – – –
FFC
110
First Financial Corp
Indiana
$41K – – –
MRCM
111
M&R Capital Management
New Jersey
$36K – – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$35K – – –
TSW
113
Thompson Siegel & Walmsley
Virginia
$33K – – –
VCM
114
Versant Capital Management
Arizona
$26K – – –
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$25K -$3.26K -91 -12%
LIA
116
LS Investment Advisors
Michigan
$22K – – –
SWA
117
Sutton Wealth Advisors
Florida
$17.9K – – –
WPW
118
Winthrop Partners - WNY
New York
$13.9K +$13.4K +375 New
WCAMG
119
Woodard & Company Asset Management Group
North Carolina
$8K – – –
LJHT
120
Laurie J. Hall Trustee
$7K – – –
Bessemer Group
121
Bessemer Group
New Jersey
$5K – – –
CAW
122
Cornerstone Advisors (Washington)
Washington
$5K +$824 +23 +20%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$4K +$501 +14 +13%
IA
124
IFP Advisors
Florida
$3K – – –
Simplex Trading
125
Simplex Trading
Illinois
$3K – – –
2 3 4
5
6

UFI Hedge Fund Activity: Q1 2018 in Review

131 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in UNIFI (UFI) for Q1 2018, worth a combined $531M — up 2.1% from $520M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UFI and 7 opened new positions — a net loss of 10 holders — while 39 trimmed existing stakes and 47 added.

The largest buyer was Impala Asset Management, adding an estimated $3.72M. The largest seller was Millennium Management, exiting entirely with an estimated $3.69M sold.

  • 131 institutional investors held UNIFI (UFI) as of Q1 2018, down from 141 in Q4 2017.
  • Funds reported $531M of UNIFI stock for Q1 2018, up 2.1% quarter-over-quarter.
  • 7 funds opened new UNIFI positions in Q1 2018 and 17 closed out, a net change of -10 holders.
  • The largest UNIFI buyer in Q1 2018 was Impala Asset Management, an estimated $3.72M added.
  • The largest UNIFI seller in Q1 2018 was Millennium Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2018.