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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
BlackRock
1
BlackRock
New York
$72.4M +$3.85M +121,906 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54.2M -$196K -6,196 -0.4%
IAM
3
Impala Asset Management
Florida
$44.7M +$590K +18,683 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$36.4M +$2.73M +86,563 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$30.8M +$767K +24,291 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.6M +$4.39M +139,109 +22%
PA
7
Pinnacle Associates
New York
$26.1M -$627K -19,853 -3%
Northern Trust
8
Northern Trust
Illinois
$18.2M +$315K +9,963 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$16.9M +$1.79M +56,600 +14%
RA
10
Royce & Associates
New York
$15.5M +$1.12M +35,500 +9%
WC
11
Walthausen & Co
New York
$14.8M -$72.7K -2,300 -0.6%
State Street
12
State Street
Massachusetts
$13.4M +$276K +8,733 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.63M +$548K +17,334 +7%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$6.83M -$184K -5,817 -3%
WS
15
Wedbush Securities
California
$6.42M -$385K -12,197 -6%
UIC
16
Uniplan Investment Counsel
Wisconsin
$5.95M -$6.17M -195,398 -54%
GC
17
Guggenheim Capital
Illinois
$5.89M +$1.5M +47,467 +40%
MOACM
18
Mutual of America Capital Management
New York
$5.62M -$372K -11,763 -7%
Charles Schwab
19
Charles Schwab
California
$5.14M +$609K +19,263 +15%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.72M -$338K -10,700 -7%
KCM
21
Kennedy Capital Management
Missouri
$4.67M -$6.2M -196,354 -60%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.55M +$351K +11,108 +10%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$4.15M -$366K -11,583 -9%
Ameriprise
24
Ameriprise
Minnesota
$3.25M +$255K +8,086 +10%
Morgan Stanley
25
Morgan Stanley
New York
$3.23M +$783K +24,788 +38%
1
2 3 4 5

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.