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UFP Industries
UFPI

115 hedge funds and large institutions have $689M invested in UFP Industries in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $387K

59% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $670M → $689M (+$18.3M)

1% more funds holding

Funds holding: 114 → 115 (+1)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
46
Reduced
29
Closed
15
Calls
$1.18M
Puts
$387K
Net Calls
+$794K
Net Calls Change
+$628K

Top Buyers

Rank Fund Capital Flow
1
SCM
SG Capital Management
Illinois
+$8.51M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.51M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.01M
4
Prudential Financial
Prudential Financial
New Jersey
+$949K
5
RFC
Russell Frank Company
Washington
+$917K

Top Sellers

Rank Fund Capital Flow
1
EAM
Eagle Asset Management
Florida
-$15.7M
2
BFA
BlackRock Fund Advisors
California
-$4.62M
3
GKIM
GW&K Investment Management
Massachusetts
-$4.44M
4
ICM
IronBridge Capital Management
Illinois
-$3.63M
5
Franklin Resources
Franklin Resources
California
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$4.29M +$305K +22,935 +8%
Charles Schwab
27
Charles Schwab
California
$3.4M +$138K +10,398 +5%
BIM
28
BlackRock Investment Management
Delaware
$3.32M +$28K +2,103 +0.9%
SCM
29
Signia Capital Management
Washington
$3.19M -$768K -57,660 -20%
RA
30
Rational Advisors
New York
$2.94M – – –
Prudential Financial
31
Prudential Financial
New Jersey
$2.86M +$949K +71,250 +54%
IIM
32
Ironwood Investment Management
Massachusetts
$2.79M +$54.6K +4,101 +2%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$2.38M – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$2.27M +$143K +10,746 +7%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$2.04M -$43.9K -3,300 -2%
PPA
36
Parametric Portfolio Associates
Washington
$2.04M -$234K -17,589 -11%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.01M +$419K +31,500 +28%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$1.96M – – –
Barclays
39
Barclays
United Kingdom
$1.84M -$169K -12,672 -9%
ERSOT
40
Employees Retirement System of Texas
Texas
$1.81M – – –
AIG
41
American International Group
New York
$1.68M +$696K +52,293 +77%
Citadel Advisors
42
Citadel Advisors
Florida
$1.67M +$1.01M +75,540 +173%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.64M -$14.5K -1,086 -0.9%
Invesco
44
Invesco
Georgia
$1.59M +$210K +15,759 +16%
CS
45
Credit Suisse
Switzerland
$1.51M +$342K +25,656 +31%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.5M +$43.2K +3,243 +3%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.46M +$1.16K +87 +0.1%
Deutsche Bank
48
Deutsche Bank
Germany
$1.29M +$395K +29,682 +47%
TA
49
Teachers Advisors
New York
$1.18M +$26.3K +1,977 +2%
First Trust Advisors
50
First Trust Advisors
Illinois
$1.16M +$623K +46,809 +129%
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UFPI Hedge Fund Activity: Q3 2013 in Review

115 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2013, worth a combined $689M — up 2.7% from $670M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UFPI positions and 15 closed out — a net gain of 2 holders — while 46 added to existing stakes and 29 trimmed.

The largest buyer was SG Capital Management, opening a new position worth an estimated $8.51M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $15.7M sold.

  • 115 institutional investors held UFP Industries (UFPI) as of Q3 2013, up from 114 in Q2 2013.
  • Funds reported $689M of UFP Industries stock for Q3 2013, up 2.7% quarter-over-quarter.
  • 17 funds opened new UFP Industries positions in Q3 2013 and 15 closed out, a net change of +2 holders.
  • The largest UFP Industries buyer in Q3 2013 was SG Capital Management, an estimated $8.51M added.
  • The largest UFP Industries seller in Q3 2013 was Eagle Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2013.