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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
TFO
251
Tarbox Family Office
California
$5K
APA
252
American Portfolios Advisors
New York
$4.17K -$439 -8 -10%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$4K
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$4K
GSAM
255
Grant Street Asset Management
Pennsylvania
$4K +$3.79K +69 New
MAM
256
Meeder Asset Management
Ohio
$3K -$446K -8,125 -99%
CAGAS
257
Capital Advisory Group Advisory Services
Minnesota
$3K -$768 -14 -19%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$3K +$2.09K +38 +112%
FPS
259
Fieldpoint Private Securities
Connecticut
$3K +$3.02K +55 New
AIG
260
American International Group
New York
$2.25K -$55.1K -1,004 -2%
ABC
261
Associated Banc-Corp
Wisconsin
$2K
EWM
262
Edge Wealth Management
New York
$2K
VCM
263
Versant Capital Management
Arizona
$2K
DAC
264
Dividend Assets Capital
South Carolina
$2K +$1.65K +30 New
TPCW
265
TD Private Client Wealth
New York
$1.11K
HGWM
266
Harvest Group Wealth Management
Massachusetts
$1K
TFGT
267
TS Financial Group (TSFG)
Illinois
$1K +$1.43K +26 New
FA
268
Friess Associates
Delaware
-$15.6M -275,587 Closed
MWNA
269
Marshall Wace North America
New York
-$5.46M -96,688 Closed
MPAM
270
Monarch Partners Asset Management
Massachusetts
-$3.36M -59,469 Closed
CAM
271
Crown Advisors Management
California
-$2.26M -40,000 Closed
Marshall Wace
272
Marshall Wace
United Kingdom
-$2.06M -36,506 Closed
MCM
273
Matarin Capital Management
New York
-$1.99M -35,127 Closed
AI
274
Atom Investors
Texas
-$1.71M -30,296 Closed
AR
275
Advisory Research
Illinois
-$1.61M -28,447 Closed

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.