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UFP Industries

203 hedge funds and large institutions have $1.41B invested in UFP Industries in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

26% more capital invested

Capital invested by funds: $1.12B → $1.41B (+$291M)

10% more funds holding

Funds holding: 184203 (+19)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

11% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $2.85M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
203
Holders Change
+19
Holders Change %
+10.33%
% of All Funds
5.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
74
Reduced
73
Closed
15
Calls
$2.55M
Puts
$2.85M
Net Calls
-$303K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$11.2M +$4.94M +207,324 +113%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$9.91M +$693K +29,100 +9%
Charles Schwab
28
Charles Schwab
California
$9.9M -$39.2K -1,647 -0.5%
TCIM
29
TIAA CREF Investment Management
New York
$8.87M +$1.16M +48,723 +19%
Renaissance Technologies
30
Renaissance Technologies
New York
$8.61M -$3.47M -145,800 -33%
ICM
31
IronBridge Capital Management
Illinois
$8.33M -$4.29K -180 -0.1%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$8.21M -$837K -35,130 -11%
JP Morgan Chase
33
JP Morgan Chase
New York
$8.1M +$5.74M +240,882 +569%
HA
34
Heartland Advisors
Wisconsin
$7.88M -$4.22M -177,078 -39%
DVM
35
Dreman Value Management
Florida
$7.61M +$6.33M +265,890 New
Invesco
36
Invesco
Georgia
$7.54M -$500 -21 -0%
American Century Companies
37
American Century Companies
Missouri
$7.54M +$2.42M +101,646 +63%
Victory Capital Management
38
Victory Capital Management
Texas
$7.39M -$293K -12,291 -5%
BIM
39
BlackRock Investment Management
Delaware
$7.26M +$120K +5,031 +2%
BIM
40
Bogle Investment Management
Massachusetts
$7.01M -$1.49M -62,724 -20%
CCMH
41
Cornerstone Capital Management Holdings
New York
$6.85M -$85.8K -3,600 -1%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$6.78M +$172K +7,200 +3%
Allianz Asset Management
43
Allianz Asset Management
Germany
$6.68M +$809K +33,942 +17%
Bank of America
44
Bank of America
North Carolina
$6.21M +$798K +33,483 +18%
Goldman Sachs
45
Goldman Sachs
New York
$6.05M +$572K +24,000 +13%
BA
46
BlackRock Advisors
Delaware
$5.61M -$21.4K -900 -0.5%
Morgan Stanley
47
Morgan Stanley
New York
$5.41M -$3.03M -127,284 -40%
Axa
48
Axa
France
$5.19M -$257K -10,800 -6%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$4.76M +$546K +22,932 +16%
CEP
50
Chicago Equity Partners
Illinois
$4.71M -$222K -9,330 -5%

UFPI Hedge Fund Activity: Q1 2016 in Review

203 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2016, worth a combined $1.41B — up 26% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UFPI positions and 15 closed out — a net gain of 19 holders — while 74 added to existing stakes and 73 trimmed.

The largest buyer was Hussman Strategic Advisors, opening a new position worth an estimated $10.7M. The largest seller was Fidelity Investments, cutting an estimated $14.3M.

  • 203 institutional investors held UFP Industries (UFPI) as of Q1 2016, up from 184 in Q4 2015.
  • Funds reported $1.41B of UFP Industries stock for Q1 2016, up 26% quarter-over-quarter.
  • 34 funds opened new UFP Industries positions in Q1 2016 and 15 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2016 was Hussman Strategic Advisors, an estimated $10.7M added.
  • The largest UFP Industries seller in Q1 2016 was Fidelity Investments, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2016.