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UFP Industries
UFPI

154 hedge funds and large institutions have $897M invested in UFP Industries in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

8% more funds holding

Funds holding: 143 → 154 (+11)

4% more capital invested

Capital invested by funds: $866M → $897M (+$30.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

90% less call options, than puts

Call options by funds: $94K | Put options by funds: $960K

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
60
Reduced
41
Closed
14
Calls
$94K
Puts
$960K
Net Calls
-$866K
Net Calls Change
+$267K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$9.02M
2
FA
Friess Associates
Delaware
+$5.6M
3
DVM
Dreman Value Management
Florida
+$4.6M
4
SCM
SG Capital Management
Illinois
+$3.64M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
-$16.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$6.68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.63M
4
RFC
Russell Frank Company
Washington
-$4.62M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$5.57M +$621K +35,700 +13%
TCIM
27
TIAA CREF Investment Management
New York
$5.51M +$716K +41,181 +16%
ZIM
28
ZPR Investment Management
Florida
$5.49M -$182K -10,440 -3%
DVM
29
Dreman Value Management
Florida
$4.89M +$4.6M +264,630 New
PAM
30
Panagora Asset Management
Massachusetts
$4.88M +$2.09M +120,321 +84%
Morgan Stanley
31
Morgan Stanley
New York
$4.82M +$592K +34,047 +15%
Invesco
32
Invesco
Georgia
$4.81M +$446K +25,647 +11%
Goldman Sachs
33
Goldman Sachs
New York
$4.15M +$681K +39,147 +21%
BIM
34
BlackRock Investment Management
Delaware
$4.14M +$59.5K +3,423 +2%
SCM
35
SG Capital Management
Illinois
$3.87M +$3.64M +209,241 New
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$3.42M +$157K +9,000 +5%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$3.23M – – –
Axa
38
Axa
France
$2.97M +$313K +18,000 +13%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.74M -$673K -38,679 -21%
Millennium Management
40
Millennium Management
New York
$2.64M +$773K +44,481 +45%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$2.61M -$5.22K -300 -0.2%
SFM
42
Systematic Financial Management
New Jersey
$2.59M +$194K +11,175 +9%
IIM
43
Ironwood Investment Management
Massachusetts
$2.55M -$176K -10,140 -7%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$2.3M – – –
Two Sigma Advisers
45
Two Sigma Advisers
New York
$2.12M +$522K +30,000 +35%
CCMH
46
Cornerstone Capital Management Holdings
New York
$2.11M +$1.99M +114,300 New
GC
47
Guggenheim Capital
Illinois
$2.09M -$24.9K -1,431 -1%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.09M -$12.9K -744 -0.7%
Barclays
49
Barclays
United Kingdom
$2.08M -$28.2K -1,620 -1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$2.08M +$22.2K +1,275 +1%
1
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UFPI Hedge Fund Activity: Q1 2015 in Review

154 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2015, worth a combined $897M — up 3.5% from $866M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UFPI positions and 14 closed out — a net gain of 14 holders — while 60 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.02M. The largest seller was Heartland Advisors, cutting an estimated $16.4M.

  • 154 institutional investors held UFP Industries (UFPI) as of Q1 2015, up from 143 in Q4 2014.
  • Funds reported $897M of UFP Industries stock for Q1 2015, up 3.5% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q1 2015 and 14 closed out, a net change of +14 holders.
  • The largest UFP Industries buyer in Q1 2015 was BlackRock Fund Advisors, an estimated $9.02M added.
  • The largest UFP Industries seller in Q1 2015 was Heartland Advisors, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2015.