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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
FFC
101
First Financial Corp
Indiana
$26K – – –
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$22K – – –
TSW
103
Thompson Siegel & Walmsley
Virginia
$21K – – –
PCM
104
Prelude Capital Management
New York
$16K -$20.2K -800 -53%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$15.7K +$3.91K +155 +29%
SWM
106
SeaCrest Wealth Management
New York
$15K +$8.84K +350 +117%
VCM
107
Versant Capital Management
Arizona
$13K -$4.21K -167 -22%
LIA
108
LS Investment Advisors
Michigan
$12K -$2.35K -93 -15%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$10K -$1.64K -65 -13%
CG
110
Cutler Group
California
$9K +$7.57K +300 +309%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$7K +$858 +34 +13%
SWA
112
Sutton Wealth Advisors
Florida
$5.6K -$6.29K -249 -50%
LJHT
113
Laurie J. Hall Trustee
$3K -$757 -30 -17%
CAW
114
Cornerstone Advisors (Washington)
Washington
$3K +$581 +23 +20%
FHB
115
First Hawaiian Bank
Hawaii
$2K – – –
PWM
116
PRW Wealth Management
Massachusetts
$2K +$2.52K +100 New
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$1K -$1.26K -50 -59%
EWM
118
Endurance Wealth Management
Rhode Island
$1K – – –
JA
119
JOYN Advisors
Georgia
$1K +$606 +24 New
GT
120
Glenmede Trust
Pennsylvania
$1 +$2.04K +81 New
LSV Asset Management
121
LSV Asset Management
Illinois
– -$5.39M -190,375 Closed
WCM
122
Wedge Capital Management
North Carolina
– -$999K -35,250 Closed
Citadel Advisors
123
Citadel Advisors
Florida
– -$998K -35,223 Closed
Renaissance Technologies
124
Renaissance Technologies
New York
– -$827K -29,200 Closed
RHJA
125
Rice Hall James & Associates
California
– -$550K -19,429 Closed
2 3 4
5
6

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.