UFP Industries
UFPI
215 hedge funds and large institutions have $1.86B invested in UFP Industries in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 23 closing their positions.
96% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 23
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more call options, than puts
Call options by funds: $4.27M | Put options by funds: $3.21M
15% more capital invested
Capital invested by funds: $1.62B → $1.86B (+$238M)
11% more funds holding
Funds holding: 194 → 215 (+21)
4% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 69
161.94% less ownership
Funds ownership: 242.72% → 80.78% (-162%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$28.2M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$16.6M |
| 3 |
BlackRock
New York
|
+$11.3M |
| 4 |
Millennium Management
New York
|
+$8.73M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$23.7M |
| 2 |
CP
Covalent Partners
Concord,
Massachusetts
|
-$12.7M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$11.3M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$8.11M |
| 5 |
Bank of New York Mellon
New York
|
-$6.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
226
Laurion Capital Management
New York
| – | -$246K | -7,500 | Closed |
|
227
Verition Fund Management
Greenwich,
Connecticut
| – | -$244K | -7,467 | Closed |
|
|
MJP
228
Michael J. Puzo
| – | -$236K | -7,200 | Closed |
|
|
PP
229
Paloma Partners
Greenwich,
Connecticut
| – | -$230K | -7,029 | Closed |
|
230
Squarepoint
New York
| – | -$215K | -6,564 | Closed |
|
|
VAM
231
Verity Asset Management
Durham,
North Carolina
| – | -$219K | -5,829 | Closed |
|
|
TRCT
232
Tower Research Capital (TRC)
New York
| – | -$110K | -3,357 | Closed |
|
|
OAM
233
Oppenheimer Asset Management
New York
| – | -$67K | -2,022 | Closed |
|
|
PG
234
PEAK6 Group
Chicago,
Illinois
| – | -$33.6K | -915 | Closed |
|
|
RA
235
Royce & Associates
New York
| – | -$15K | -456 | Closed |
|
|
MFW
236
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$6K | -180 | Closed |
|
|
WT
237
Whittier Trust
South Pasadena,
California
| – | -$4K | -132 | Closed |
|
|
WAP
238
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | +$441 | +12 | New |
|
UFPI Hedge Fund Activity: Q4 2017 in Review
215 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2017, worth a combined $1.86B — up 15% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new UFPI positions and 23 closed out — a net gain of 22 holders — while 66 added to existing stakes and 69 trimmed.
The largest buyer was Prudential Financial, adding an estimated $28.2M. The largest seller was Pictet Asset Management (UK), cutting an estimated $23.7M.
- 215 institutional investors held UFP Industries (UFPI) as of Q4 2017, up from 194 in Q3 2017.
- Funds reported $1.86B of UFP Industries stock for Q4 2017, up 15% quarter-over-quarter.
- 45 funds opened new UFP Industries positions in Q4 2017 and 23 closed out, a net change of +22 holders.
- The largest UFP Industries buyer in Q4 2017 was Prudential Financial, an estimated $28.2M added.
- The largest UFP Industries seller in Q4 2017 was Pictet Asset Management (UK), an estimated $23.7M sold.
Based on aggregated 13F filings for Q4 2017.