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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
CAW
126
Cornerstone Advisors (Washington)
Washington
$4K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$3K +$126 +4 +5%
CG
128
Cutler Group
California
$3K +$2.91K +92 New
MA
129
MUFG Americas
New York
$2K – – –
AFNAS
130
American Financial Network Advisory Services
California
$2K +$2.21K +70 New
EWM
131
Endurance Wealth Management
Rhode Island
$1K – – –
PFBT
132
Parkside Financial Bank & Trust
Missouri
$1K – – –
QI
133
QS Investors
New York
$1K – – –
WAM
134
Wealthspire Advisors (Maryland)
Maryland
$1K +$95 +3 +20%
TAM
135
Tocqueville Asset Management
New York
– -$1.54M -50,000 Closed
LP
136
LGL Partners
Pennsylvania
– -$1.5M -48,681 Closed
MIAN
137
Mariner Independent Advisor Network
Kansas
– -$576K -18,718 Closed
Citadel Advisors
138
Citadel Advisors
Florida
– -$272K -8,830 Closed
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
– -$212K -6,879 Closed
SO
140
STRS Ohio
Ohio
– -$147K -4,800 Closed
GT
141
Glenmede Trust
Pennsylvania
– -$44K -1,575 Closed
PFPT
142
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$19K -633 Closed
DA
143
Denali Advisors
California
– -$3K -100 Closed
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.