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UFP Industries

271 hedge funds and large institutions have $2.39B invested in UFP Industries in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $400K

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $2.03B → $2.39B (+$352M)

9% more funds holding

Funds holding: 249271 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.63% less ownership

Funds ownership: 83.11%81.49% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
271
Holders Change
+22
Holders Change %
+8.84%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
85
Reduced
98
Closed
23
Calls
$1.28M
Puts
$400K
Net Calls
+$879K
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
226
Emerald Mutual Fund Advisers Trust
Pennsylvania
$74K +$73.1K +1,551 New
US Bancorp
227
US Bancorp
Minnesota
$69K
SWA
228
Sutton Wealth Advisors
Florida
$67.7K
AssetMark Inc
229
AssetMark Inc
California
$64K +$8.67K +184 +16%
EA
230
Emerald Advisers
Pennsylvania
$55K +$54.4K +1,154 New
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$54K
PHK
232
Point72 Hong Kong
Hong Kong
$51K +$50K +1,062 New
VCM
233
Versant Capital Management
Arizona
$49K
FGAM
234
Financial Gravity Asset Management
Texas
$48K -$895 -19 -19%
ASN
235
Advisory Services Network
Georgia
$47K -$3.53K -75 -7%
AIM
236
Aigen Investment Management
New York
$46K +$45.7K +969 New
Point72 Asset Management
237
Point72 Asset Management
Connecticut
$43K +$42.4K +900 New
HFM
238
Harvest Fund Management
China
$37K +$35.8K +759 New
BFEC
239
Benjamin F. Edwards & Company
Missouri
$33K -$943 -20 -3%
GT
240
Glenmede Trust
Pennsylvania
$24K +$6.6K +140 +38%
FHA
241
First Horizon Advisors
Tennessee
$23K
PA
242
Parallel Advisors
California
$23K
GDP
243
Great Diamond Partners
Maine
$23K +$23.5K +498 New
AAM
244
Advisors Asset Management
Colorado
$20K +$471 +10 +2%
PCG
245
Private Capital Group
Connecticut
$19K +$2.88K +61 +17%
Federated Hermes
246
Federated Hermes
Pennsylvania
$17K -$1.13K -24 -6%
TIM
247
Tortoise Investment Management
New York
$17K
Lazard Asset Management
248
Lazard Asset Management
New York
$16K -$212K -4,503 -93%
GAM
249
Gemmer Asset Management
California
$12K
QCG
250
Quadrant Capital Group
Ohio
$11K +$4.85K +103 +56%

UFPI Hedge Fund Activity: Q4 2019 in Review

271 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2019, worth a combined $2.39B — up 17% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UFPI positions and 23 closed out — a net gain of 30 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $17.2M. The largest seller was BlackRock, cutting an estimated $39.8M.

  • 271 institutional investors held UFP Industries (UFPI) as of Q4 2019, up from 249 in Q3 2019.
  • Funds reported $2.39B of UFP Industries stock for Q4 2019, up 17% quarter-over-quarter.
  • 53 funds opened new UFP Industries positions in Q4 2019 and 23 closed out, a net change of +30 holders.
  • The largest UFP Industries buyer in Q4 2019 was Loomis, Sayles & Company, an estimated $17.2M added.
  • The largest UFP Industries seller in Q4 2019 was BlackRock, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2019.