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UFP Industries
UFPI

214 hedge funds and large institutions have $1.58B invested in UFP Industries in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $1.41B → $1.58B (+$167M)

5% more funds holding

Funds holding: 203 → 214 (+11)

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

41% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $4.43M

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
5.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
76
Reduced
73
Closed
22
Calls
$2.6M
Puts
$4.43M
Net Calls
-$1.83M
Net Calls Change
-$1.52M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$20.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$13.9M
3
State Street
State Street
Massachusetts
+$10.5M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$9.12M
5
RCM
Riverhead Capital Management
Delaware
+$8.69M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$25.2M
2
GAM
Gotham Asset Management
New York
-$17.8M
3
DVM
Dreman Value Management
Florida
-$7.61M
4
Renaissance Technologies
Renaissance Technologies
New York
-$7.51M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
26
Emerald Acquisition
Washington
$13.6M +$12.4M +438,786 New
TA
27
Teachers Advisors
New York
$13.1M -$1.82M -64,515 -13%
PAM
28
Panagora Asset Management
Massachusetts
$12.4M -$542K -19,239 -5%
HSA
29
Hussman Strategic Advisors
Maryland
$11.6M -$2.11M -75,000 -17%
Charles Schwab
30
Charles Schwab
California
$10.7M +$1.86K +66 +0%
RCAMU
31
Rothschild & Co Asset Management US
Connecticut
$10M +$9.12M +323,997 New
BA
32
BlackRock Advisors
Delaware
$9.94M +$3.54M +125,607 +64%
TCIM
33
TIAA CREF Investment Management
New York
$9.09M -$447K -15,876 -5%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$8.92M +$49K +1,740 +0.6%
ICM
35
IronBridge Capital Management
Illinois
$8.8M -$178K -6,339 -2%
Bank of America
36
Bank of America
North Carolina
$8.67M +$1.79M +63,636 +29%
American Century Companies
37
American Century Companies
Missouri
$8.25M +$96.4K +3,426 +1%
Allianz Asset Management
38
Allianz Asset Management
Germany
$7.98M +$704K +25,008 +11%
HA
39
Heartland Advisors
Wisconsin
$7.86M -$590K -20,976 -8%
BIM
40
Bogle Investment Management
Massachusetts
$7.82M +$223K +7,920 +3%
BIM
41
BlackRock Investment Management
Delaware
$7.76M -$80.3K -2,853 -1%
Invesco
42
Invesco
Georgia
$7.55M -$538K -19,101 -7%
CCMH
43
Cornerstone Capital Management Holdings
New York
$7M -$363K -12,900 -5%
FP
44
Foundry Partners
Minnesota
$6.54M +$5.96M +211,614 New
Two Sigma Advisers
45
Two Sigma Advisers
New York
$6.06M -$1.15M -40,800 -17%
Goldman Sachs
46
Goldman Sachs
New York
$5.91M -$569K -20,211 -10%
PPA
47
Parametric Portfolio Associates
Washington
$5.77M +$831K +29,535 +19%
Axa
48
Axa
France
$5.61M – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$5.31M +$154K +5,478 +3%
Morgan Stanley
50
Morgan Stanley
New York
$5.23M -$553K -19,644 -10%
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UFPI Hedge Fund Activity: Q2 2016 in Review

214 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2016, worth a combined $1.58B — up 12% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UFPI positions and 22 closed out — a net gain of 12 holders — while 76 added to existing stakes and 73 trimmed.

The largest buyer was Vanguard Group, adding an estimated $20.3M. The largest seller was Franklin Resources, cutting an estimated $25.2M.

  • 214 institutional investors held UFP Industries (UFPI) as of Q2 2016, up from 203 in Q1 2016.
  • Funds reported $1.58B of UFP Industries stock for Q2 2016, up 12% quarter-over-quarter.
  • 34 funds opened new UFP Industries positions in Q2 2016 and 22 closed out, a net change of +12 holders.
  • The largest UFP Industries buyer in Q2 2016 was Vanguard Group, an estimated $20.3M added.
  • The largest UFP Industries seller in Q2 2016 was Franklin Resources, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2016.