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UFP Industries

269 hedge funds and large institutions have $2.77B invested in UFP Industries in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $689K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.32% less ownership

Funds ownership: 81.17%80.85% (-0.32%)

1% less capital invested

Capital invested by funds: $2.8B → $2.77B (-$34M)

3% less funds holding

Funds holding: 278269 (-9)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

23% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 111

Holders
269
Holders Change
-9
Holders Change %
-3.24%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
85
Reduced
111
Closed
42
Calls
$3.55M
Puts
$689K
Net Calls
+$2.86M
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
226
Quantbot Technologies
New York
$53K -$236K -4,308 -82%
BFEC
227
Benjamin F. Edwards & Company
Missouri
$39K
CI
228
CX Institutional
Indiana
$39K
PS
229
Planned Solutions
California
$39K +$38.4K +700 New
VCG
230
Vantage Consulting Group
Virginia
$34K +$33.5K +610 New
HIIFS
231
Harel Insurance Investments & Financial Services
Israel
$30K +$1.54K +28 +20%
PWPS
232
Pinnacle Wealth Planning Services
Ohio
$28K +$28.2K +514 New
FHA
233
First Horizon Advisors
Tennessee
$27K
PCG
234
Private Capital Group
Connecticut
$27K +$1.65K +30 +7%
CAAS
235
Capital Asset Advisory Services
Michigan
$26K +$25.2K +460 New
Federated Hermes
236
Federated Hermes
Pennsylvania
$22K +$604 +11 +3%
TIM
237
Tortoise Investment Management
New York
$19K
PHK
238
Point72 Hong Kong
Hong Kong
$14K -$44K -801 -76%
GAM
239
Gemmer Asset Management
California
$14K
PMFA
240
Plante Moran Financial Advisors
Michigan
$12K +$549 +10 +5%
QCG
241
Quadrant Capital Group
Ohio
$10K
ETC
242
Exchange Traded Concepts
Oklahoma
$10K +$9.6K +175 New
Simplex Trading
243
Simplex Trading
Illinois
$9K -$153K -2,787 -94%
AWA
244
Arkadios Wealth Advisors
Georgia
$9K +$9.06K +165 New
PA
245
Parallel Advisors
California
$8K
SWM
246
Sugarloaf Wealth Management
Georgia
$7K
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$7K +$3.29K +60 +90%
TWA
248
TCI Wealth Advisors
Arizona
$6K
S
249
SignatureFD
Georgia
$6K +$165 +3 +3%
ASN
250
Advisory Services Network
Georgia
$5K -$49.8K -908 -91%

UFPI Hedge Fund Activity: Q4 2020 in Review

269 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2020, worth a combined $2.77B — down 1.2% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of UFPI and 33 opened new positions — a net loss of 9 holders — while 111 trimmed existing stakes and 85 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $14.5M. The largest seller was Goldman Sachs, cutting an estimated $18.6M.

  • 269 institutional investors held UFP Industries (UFPI) as of Q4 2020, down from 278 in Q3 2020.
  • Funds reported $2.77B of UFP Industries stock for Q4 2020, down 1.2% quarter-over-quarter.
  • 33 funds opened new UFP Industries positions in Q4 2020 and 42 closed out, a net change of -9 holders.
  • The largest UFP Industries buyer in Q4 2020 was Loomis, Sayles & Company, an estimated $14.5M added.
  • The largest UFP Industries seller in Q4 2020 was Goldman Sachs, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2020.