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UNIFI
UFI

141 hedge funds and large institutions have $520M invested in UNIFI in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

4% more funds holding

Funds holding: 135 → 141 (+6)

2% more capital invested

Capital invested by funds: $510M → $520M (+$10.1M)

0.96% more ownership

Funds ownership: 78.4% → 79.36% (+0.96%)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
46
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$2.59M
2
BlackRock
BlackRock
New York
+$2.27M
3
KCM
Kennedy Capital Management
Missouri
+$1.81M
4
LSV Asset Management
LSV Asset Management
Illinois
+$1.57M
5
Goldman Sachs
Goldman Sachs
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
PA
Pinnacle Associates
New York
-$2.41M
2
GCP
GSA Capital Partners
United Kingdom
-$1.35M
3
Prudential Financial
Prudential Financial
New Jersey
-$1.28M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.2M
5
OAM
Oxford Asset Management
United Kingdom
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
126
Sutton Wealth Advisors
Florida
$17.7K – – –
WCAMG
127
Woodard & Company Asset Management Group
North Carolina
$8K +$7.89K +218 New
TRCT
128
Tower Research Capital (TRC)
New York
$7K -$62K -1,713 -90%
LJHT
129
Laurie J. Hall Trustee
$6K -$3.26K -90 -33%
Bessemer Group
130
Bessemer Group
New Jersey
$5K – – –
CAW
131
Cornerstone Advisors (Washington)
Washington
$4K – – –
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$4K +$977 +27 +34%
Simplex Trading
133
Simplex Trading
Illinois
$3K -$7.31K -202 -69%
IA
134
IFP Advisors
Florida
$3K -$3.62K -100 -56%
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$2K +$1.27K +35 +194%
MA
136
MUFG Americas
New York
$1K -$723 -20 -40%
EWM
137
Endurance Wealth Management
Rhode Island
$1K – – –
PFBT
138
Parkside Financial Bank & Trust
Missouri
$1K – – –
QI
139
QS Investors
New York
$1K – – –
MCM
140
Matarin Capital Management
New York
– -$547K -15,354 Closed
MWNA
141
Marshall Wace North America
New York
– -$505K -14,021 Closed
NFA
142
Nationwide Fund Advisors
Ohio
– -$399K -11,197 Closed
HCM
143
Highbridge Capital Management
New York
– -$258K -7,240 Closed
HighTower Advisors
144
HighTower Advisors
Illinois
– -$214K -5,971 Closed
SG Americas Securities
145
SG Americas Securities
New York
– -$114K -3,186 Closed
PI
146
PineBridge Investments
New York
– -$75K -2,103 Closed
PCM
147
Prelude Capital Management
New York
– -$35K -994 Closed
CG
148
Cutler Group
California
– -$3.33K -92 Closed
AFNAS
149
American Financial Network Advisory Services
California
– -$2K -70 Closed
AssetMark Inc
150
AssetMark Inc
California
– +$181 +5 New
2 3 4 5
6

UFI Hedge Fund Activity: Q4 2017 in Review

141 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in UNIFI (UFI) for Q4 2017, worth a combined $520M — up 2% from $510M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UFI positions and 10 closed out — a net gain of 6 holders — while 46 added to existing stakes and 48 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $2.59M. The largest seller was Pinnacle Associates, cutting an estimated $2.41M.

  • 141 institutional investors held UNIFI (UFI) as of Q4 2017, up from 135 in Q3 2017.
  • Funds reported $520M of UNIFI stock for Q4 2017, up 2% quarter-over-quarter.
  • 16 funds opened new UNIFI positions in Q4 2017 and 10 closed out, a net change of +6 holders.
  • The largest UNIFI buyer in Q4 2017 was Victory Capital Management, an estimated $2.59M added.
  • The largest UNIFI seller in Q4 2017 was Pinnacle Associates, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2017.