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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
BlackRock
1
BlackRock
New York
$75.1M +$2.27M +62,871 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$55.2M +$588K +16,253 +1%
IAM
3
Impala Asset Management
Florida
$45.4M +$404K +11,169 +0.9%
Victory Capital Management
4
Victory Capital Management
Texas
$39.2M +$2.59M +71,626 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.4M +$305K +8,440 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26.6M -$1.2M -33,170 -4%
PA
7
Pinnacle Associates
New York
$23.9M -$2.41M -66,698 -9%
LSV Asset Management
8
LSV Asset Management
Illinois
$18.5M +$1.57M +43,300 +9%
Northern Trust
9
Northern Trust
Illinois
$18.1M -$220K -6,076 -1%
RA
10
Royce & Associates
New York
$16.1M +$506K +14,000 +3%
WC
11
Walthausen & Co
New York
$14.8M -$112K -3,090 -0.7%
State Street
12
State Street
Massachusetts
$14.1M +$655K +18,120 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.93M +$241K +6,662 +2%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$7M +$134K +3,694 +2%
KCM
15
Kennedy Capital Management
Missouri
$6.49M +$1.81M +49,959 +38%
UIC
16
Uniplan Investment Counsel
Wisconsin
$6.4M +$407K +11,239 +7%
WS
17
Wedbush Securities
California
$5.54M -$931K -25,743 -14%
Charles Schwab
18
Charles Schwab
California
$5.49M +$312K +8,612 +6%
GC
19
Guggenheim Capital
Illinois
$5.48M -$456K -12,615 -8%
MOACM
20
Mutual of America Capital Management
New York
$4.68M -$982K -27,160 -17%
Renaissance Technologies
21
Renaissance Technologies
New York
$4.67M -$90.4K -2,500 -2%
Goldman Sachs
22
Goldman Sachs
New York
$4.59M +$1.39M +38,305 +43%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.56M -$24.2K -668 -0.5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$4.31M +$132K +3,641 +3%
Morgan Stanley
25
Morgan Stanley
New York
$3.91M +$661K +18,274 +20%
1
2 3 4 5

UFI Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 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.