UFP Industries
UFPI
212 hedge funds and large institutions have $1.8B invested in UFP Industries in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 23 closing their positions.
76% more call options, than puts
Call options by funds: $1.17M | Put options by funds: $663K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.02% more ownership
Funds ownership: 81.45% → 82.47% (+1%)
8% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 71
2% less capital invested
Capital invested by funds: $1.84B → $1.8B (-$40.2M)
2% less funds holding
Funds holding: 217 → 212 (-5)
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$34M |
| 2 |
BlackRock
New York
|
+$19M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$8.18M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$6.04M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$10.6M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$10.3M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$5.96M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.53M |
| 5 |
Goldman Sachs
New York
|
-$4.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
226
Amalgamated Bank
New York
| – | -$353K | -9,653 | Closed |
|
227
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$326K | -8,894 | Closed |
|
228
LPL Financial
San Diego,
California
| – | -$208K | -5,693 | Closed |
|
|
IUHSA
229
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$119K | -3,246 | Closed |
|
|
SO
230
STRS Ohio
Columbus,
Ohio
| – | -$59K | -1,600 | Closed |
|
231
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$50K | -1,360 | Closed |
|
232
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$9K | -234 | Closed |
|
|
CF
233
Centaurus Financial
Anaheim,
California
| – | -$6K | -168 | Closed |
|
|
CAG
234
Csenge Advisory Group
Clearwater,
Florida
| – | +$738 | +20 | New |
|
UFPI Hedge Fund Activity: Q3 2018 in Review
212 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2018, worth a combined $1.8B — down 2.2% from $1.84B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of UFPI and 19 opened new positions — a net loss of 4 holders — while 71 trimmed existing stakes and 77 added.
The largest buyer was Victory Capital Management, adding an estimated $34M. The largest seller was SG Capital Management, cutting an estimated $10.6M.
- 212 institutional investors held UFP Industries (UFPI) as of Q3 2018, down from 217 in Q2 2018.
- Funds reported $1.8B of UFP Industries stock for Q3 2018, down 2.2% quarter-over-quarter.
- 19 funds opened new UFP Industries positions in Q3 2018 and 23 closed out, a net change of -4 holders.
- The largest UFP Industries buyer in Q3 2018 was Victory Capital Management, an estimated $34M added.
- The largest UFP Industries seller in Q3 2018 was SG Capital Management, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2018.