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UNIFI
UFI

123 hedge funds and large institutions have $378M invested in UNIFI in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $321M → $378M (+$57.2M)

1.77% more ownership

Funds ownership: 79.1% → 80.87% (+1.8%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 123 → 123 (0)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
123
Holders Change
–
Holders Change %
0%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
39
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$3.2M
2
BlackRock
BlackRock
New York
+$1.76M
3
KCM
Kennedy Capital Management
Missouri
+$1.66M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$3.03M
2
Millennium Management
Millennium Management
New York
-$1.67M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.16M
4
BCM
Bridgeway Capital Management
Texas
-$936K
5
PA
Pinnacle Associates
New York
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$33K +$3.86K +160 +14%
AIP
102
Ameritas Investment Partners
Nebraska
$30K – – –
FFC
103
First Financial Corp
Indiana
$28K – – –
MCM
104
McMillion Capital Management
North Carolina
$25K +$24.1K +1,000 New
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$24K – – –
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$15K -$121 -5 -0.8%
Lazard Asset Management
107
Lazard Asset Management
New York
$15K +$14.6K +605 New
MOACM
108
Mutual of America Capital Management
New York
$13K -$772K -31,971 -98%
LIA
109
LS Investment Advisors
Michigan
$13K – – –
SWA
110
Sutton Wealth Advisors
Florida
$9.4K – – –
PCM
111
Prelude Capital Management
New York
$8K -$36.8K -1,526 -84%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$6K +$5.43K +225 New
LJHT
113
Laurie J. Hall Trustee
$5K +$724 +30 +20%
PAM
114
Panagora Asset Management
Massachusetts
$5K +$4.51K +187 New
CAW
115
Cornerstone Advisors (Washington)
Washington
$3K – – –
GT
116
Glenmede Trust
Pennsylvania
$3K – – –
S
117
SignatureFD
Georgia
$3K – – –
PFBT
118
Parkside Financial Bank & Trust
Missouri
$2K – – –
EWM
119
Endurance Wealth Management
Rhode Island
$1K – – –
AG
120
Advisor Group
Arizona
$1K +$1.09K +45 +750%
BCM
121
Bridgeway Capital Management
Texas
– -$936K -42,700 Closed
Renaissance Technologies
122
Renaissance Technologies
New York
– -$435K -19,834 Closed
MF
123
Magnetar Financial
Illinois
– -$415K -18,940 Closed
Squarepoint
124
Squarepoint
New York
– -$382K -17,448 Closed
CRC
125
Curi RMB Capital
Illinois
– -$208K -9,500 Closed
2 3 4
5
6

UFI Hedge Fund Activity: Q4 2019 in Review

123 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in UNIFI (UFI) for Q4 2019, worth a combined $378M — up 18% from $321M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UFI positions and 14 closed out — a net gain of 1 holder — while 39 added to existing stakes and 43 trimmed.

The largest buyer was Portolan Capital Management, adding an estimated $3.2M. The largest seller was Royce & Associates, cutting an estimated $3.03M.

  • 123 institutional investors held UNIFI (UFI) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $378M of UNIFI stock for Q4 2019, up 18% quarter-over-quarter.
  • 15 funds opened new UNIFI positions in Q4 2019 and 14 closed out, a net change of +1 holder.
  • The largest UNIFI buyer in Q4 2019 was Portolan Capital Management, an estimated $3.2M added.
  • The largest UNIFI seller in Q4 2019 was Royce & Associates, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2019.