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UFP Industries

238 hedge funds and large institutions have $1.89B invested in UFP Industries in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.58% more ownership

Funds ownership: 81.49%82.07% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

4% less call options, than puts

Call options by funds: $729K | Put options by funds: $762K

12% less funds holding

Funds holding: 271238 (-33)

21% less capital invested

Capital invested by funds: $2.39B → $1.89B (-$501M)

57% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 54

Holders
238
Holders Change
-33
Holders Change %
-12.18%
% of All Funds
5.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
89
Reduced
91
Closed
54
Calls
$729K
Puts
$762K
Net Calls
-$33K
Net Calls Change
-$912K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Sugarloaf Wealth Management
Georgia
$4K
NFG
227
Next Financial Group
Texas
$4K +$230 +5 +5%
TWA
228
TCI Wealth Advisors
Arizona
$4K +$413 +9 +9%
Bessemer Group
229
Bessemer Group
New Jersey
$3K
PFBT
230
Parkside Financial Bank & Trust
Missouri
$3K
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.44K +75 New
CAW
232
Cornerstone Advisors (Washington)
Washington
$2K
KFI
233
Key Financial Inc
Pennsylvania
$2K +$2.21K +48 New
S
234
SignatureFD
Georgia
$2K +$2.34K +51 New
VCM
235
Versant Capital Management
Arizona
$1K -$45.7K -995 -96%
EWM
236
Edge Wealth Management
New York
$1K
FGAM
237
Financial Gravity Asset Management
Texas
$916 -$2.48K -54 -68%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
238
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.66M -76,800 Closed
State of New Jersey Common Pension Fund D
239
State of New Jersey Common Pension Fund D
New Jersey
-$2.75M -57,724 Closed
HF
240
HRT Financial
New York
-$2.33M -48,954 Closed
DCM
241
Driehaus Capital Management
Illinois
-$2.2M -46,130 Closed
D.E. Shaw & Co
242
D.E. Shaw & Co
New York
-$2.02M -42,350 Closed
ARTA
243
A.R.T. Advisors
New York
-$1.79M -37,536 Closed
Manulife (Manufacturers Life Insurance)
244
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.7M -35,526 Closed
VCM
245
Voleon Capital Management
California
-$1.53M -32,000 Closed
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
-$1.49M -31,181 Closed
PI
247
PineBridge Investments
New York
-$1.38M -28,871 Closed
OAM
248
Oxford Asset Management
United Kingdom
-$1.34M -28,012 Closed
IA
249
IndexIQ Advisors
New York
-$1.29M -27,137 Closed
SEC
250
Seven Eight Capital
New York
-$892K -18,700 Closed

UFPI Hedge Fund Activity: Q1 2020 in Review

238 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2020, worth a combined $1.89B — down 21% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UFPI and 23 opened new positions — a net loss of 31 holders — while 91 trimmed existing stakes and 89 added.

The largest buyer was Victory Capital Management, adding an estimated $75.2M. The largest seller was BlackRock, cutting an estimated $16.4M.

  • 238 institutional investors held UFP Industries (UFPI) as of Q1 2020, down from 271 in Q4 2019.
  • Funds reported $1.89B of UFP Industries stock for Q1 2020, down 21% quarter-over-quarter.
  • 23 funds opened new UFP Industries positions in Q1 2020 and 54 closed out, a net change of -31 holders.
  • The largest UFP Industries buyer in Q1 2020 was Victory Capital Management, an estimated $75.2M added.
  • The largest UFP Industries seller in Q1 2020 was BlackRock, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2020.