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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
MAM
251
Meeder Asset Management
Ohio
$8K -$204K -4,339 -96%
SFS
252
Sowell Financial Services
Arkansas
$8K
EWM
253
EPG Wealth Management
Georgia
$8K +$7.78K +165 New
SQA
254
Simon Quick Advisors
New Jersey
$8K +$7.96K +169 New
BCM
255
Brooktree Capital Management
Michigan
$7K +$7.07K +150 New
TFO
256
Tarbox Family Office
California
$6K
FHA
257
Flagship Harbor Advisors
Massachusetts
$6K +$47 +1 +0.8%
SWM
258
Sugarloaf Wealth Management
Georgia
$6K +$5.66K +120 New
HGWM
259
Harvest Group Wealth Management
Massachusetts
$5K
HR
260
Howe & Rusling
New York
$5K
Kayne Anderson Rudnick Investment Management
261
Kayne Anderson Rudnick Investment Management
California
$5K
TWA
262
TCI Wealth Advisors
Arizona
$5K
NFG
263
Next Financial Group
Texas
$5K +$1.18K +25 +35%
ACM
264
Allred Capital Management
Texas
$4.53K +$4.48K +95 New
Bessemer Group
265
Bessemer Group
New Jersey
$4K +$3.53K +75 New
PFBT
266
Parkside Financial Bank & Trust
Missouri
$3K
CAW
267
Cornerstone Advisors (Washington)
Washington
$2K
EWM
268
Edge Wealth Management
New York
$2K
OPS
269
Orion Portfolio Solutions
Nebraska
$2K +$1.74K +37 New
ADL
270
Asset Dedication LLC
California
$1K +$1.04K +22 New
PAMU
271
Pictet Asset Management (UK)
United Kingdom
-$4.77M -119,614 Closed
PI
272
PEAK6 Investments
Illinois
-$1.99M -49,905 Closed
Hotchkis & Wiley Capital Management
273
Hotchkis & Wiley Capital Management
California
-$1.51M -37,968 Closed
TCM
274
Teza Capital Management
Illinois
-$794K -19,918 Closed
LCM
275
Laurion Capital Management
New York
-$501K -12,556 Closed

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.