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UNIFI
UFI

123 hedge funds and large institutions have $321M invested in UNIFI in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $272M → $321M (+$48.7M)

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

8% more funds holding

Funds holding: 114 → 123 (+9)

2.17% less ownership

Funds ownership: 81.27% → 79.1% (-2.2%)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
42
Reduced
37
Closed
5
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$47K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$3.52M
2
VH
ValueAct Holdings
California
+$2.34M
3
HP
Harvey Partners
New York
+$1.22M
4
IAM
Impala Asset Management
Florida
+$822K
5
BlackRock
BlackRock
New York
+$665K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.15M
3
WSC
Wellington Shields & Co
New York
-$600K
4
MOACM
Mutual of America Capital Management
New York
-$593K
5
RA
Royce & Associates
New York
-$523K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$37K +$33.1K +1,679 New
APSP
102
Asset Planning Services (Pennsylvania)
Pennsylvania
$34K – – –
Fidelity Investments
103
Fidelity Investments
Massachusetts
$28K -$11.2M -567,965 -100%
AIP
104
Ameritas Investment Partners
Nebraska
$26K – – –
FFC
105
First Financial Corp
Indiana
$25K – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$24K +$12.4K +627 +128%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$21K – – –
TSW
108
Thompson Siegel & Walmsley
Virginia
$20K – – –
Simplex Trading
109
Simplex Trading
Illinois
$19K +$17.1K +868 New
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$13K +$3.23K +164 +38%
LIA
111
LS Investment Advisors
Michigan
$11K – – –
SWA
112
Sutton Wealth Advisors
Florida
$8.15K – – –
CAW
113
Cornerstone Advisors (Washington)
Washington
$3K – – –
LJHT
114
Laurie J. Hall Trustee
$3K – – –
S
115
SignatureFD
Georgia
$3K +$1.62K +82 +216%
PFBT
116
Parkside Financial Bank & Trust
Missouri
$2K – – –
EWM
117
Endurance Wealth Management
Rhode Island
$1K – – –
GT
118
Glenmede Trust
Pennsylvania
$2 +$1.06K +54 +67%
WSC
119
Wellington Shields & Co
New York
– -$600K -33,000 Closed
Canada Life
120
Canada Life
Manitoba, Canada
– -$332K -18,277 Closed
WC
121
Wexford Capital
Florida
– -$193K -10,600 Closed
CAM
122
Cacti Asset Management
Georgia
– -$168K -9,500 Closed
TC
123
Truvestments Capital
Florida
– -$7K -400 Closed
FGAM
124
Financial Gravity Asset Management
Texas
– +$20 +1 +10%
AG
125
Advisor Group
Arizona
– +$118 +6 New
1 2 3 4
5

UFI Hedge Fund Activity: Q3 2019 in Review

123 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in UNIFI (UFI) for Q3 2019, worth a combined $321M — up 18% from $272M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UFI positions and 5 closed out — a net gain of 10 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was Franklin Resources, adding an estimated $3.52M. The largest seller was Fidelity Investments, cutting an estimated $11.2M.

  • 123 institutional investors held UNIFI (UFI) as of Q3 2019, up from 114 in Q2 2019.
  • Funds reported $321M of UNIFI stock for Q3 2019, up 18% quarter-over-quarter.
  • 15 funds opened new UNIFI positions in Q3 2019 and 5 closed out, a net change of +10 holders.
  • The largest UNIFI buyer in Q3 2019 was Franklin Resources, an estimated $3.52M added.
  • The largest UNIFI seller in Q3 2019 was Fidelity Investments, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2019.