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UFP Industries

137 hedge funds and large institutions have $799M invested in UFP Industries in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

1% less funds holding

Funds holding: 139137 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $909M → $799M (-$110M)

86% less call options, than puts

Call options by funds: $48K | Put options by funds: $333K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
57
Reduced
46
Closed
17
Calls
$48K
Puts
$333K
Net Calls
-$285K
Net Calls Change
-$911K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$4.62M +$85.6K +5,076 +2%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$4.04M +$14.5K +861 +0.3%
RFC
28
Russell Frank Company
Washington
$3.92M -$1.21M -71,955 -21%
MSA
29
Mason Street Advisors
Wisconsin
$3.78M +$54.8K +3,252 +1%
BIM
30
BlackRock Investment Management
Delaware
$3.55M -$254K -15,075 -6%
Morgan Stanley
31
Morgan Stanley
New York
$2.85M +$1.7M +100,812 +132%
IIM
32
Ironwood Investment Management
Massachusetts
$2.73M -$385K -22,860 -12%
Renaissance Technologies
33
Renaissance Technologies
New York
$2.52M -$1.06M -62,634 -29%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$2.46M -$207K -12,300 -7%
HNB
35
Huntington National Bank
Ohio
$2.44M -$1.52K -90 -0.1%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$2.29M +$25.3K +1,500 +1%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$2.28M -$10.1K -600 -0.4%
SCM
38
Signia Capital Management
Washington
$2.16M -$732K -43,422 -24%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.11M +$178K +10,587 +9%
DC
40
Deere & Company
Illinois
$2.09M +$132K +7,851 +6%
ERSOT
41
Employees Retirement System of Texas
Texas
$2.08M
Deutsche Bank
42
Deutsche Bank
Germany
$1.97M -$846K -50,154 -29%
VFA
43
Virtus Fund Advisers
Connecticut
$1.92M +$2.01M +119,091 New
CAL
44
Capital Analysts LLC
Pennsylvania
$1.89M +$194K +11,511 +11%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.88M -$480K -28,500 -20%
SFM
46
Systematic Financial Management
New Jersey
$1.87M +$90.3K +5,355 +5%
AIG
47
American International Group
New York
$1.83M -$5.06K -300 -0.3%
GC
48
Guggenheim Capital
Illinois
$1.8M -$148K -8,763 -7%
Barclays
49
Barclays
United Kingdom
$1.78M -$159K -9,453 -8%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.77M +$25.3K +1,500 +1%

UFPI Hedge Fund Activity: Q2 2014 in Review

137 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2014, worth a combined $799M — down 12% from $909M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UFPI and 15 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 57 added.

The largest buyer was Norges Bank, adding an estimated $7.17M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $6.4M sold.

  • 137 institutional investors held UFP Industries (UFPI) as of Q2 2014, down from 139 in Q1 2014.
  • Funds reported $799M of UFP Industries stock for Q2 2014, down 12% quarter-over-quarter.
  • 15 funds opened new UFP Industries positions in Q2 2014 and 17 closed out, a net change of -2 holders.
  • The largest UFP Industries buyer in Q2 2014 was Norges Bank, an estimated $7.17M added.
  • The largest UFP Industries seller in Q2 2014 was Hood River Capital Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q2 2014.