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UFP Industries

218 hedge funds and large institutions have $1.63B invested in UFP Industries in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

17% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 71

2% more funds holding

Funds holding: 214218 (+4)

3% more capital invested

Capital invested by funds: $1.58B → $1.63B (+$51.8M)

26% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $6.55M

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
71
Closed
22
Calls
$4.85M
Puts
$6.55M
Net Calls
-$1.7M
Net Calls Change
+$124K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$14.6M -$7.91M -228,144 -34%
PAM
27
Panagora Asset Management
Massachusetts
$14.5M +$1.48M +42,657 +11%
EA
28
Emerald Acquisition
Washington
$14.5M +$56.9K +1,641 +0.4%
Goldman Sachs
29
Goldman Sachs
New York
$13.3M +$7.39M +213,210 +112%
Charles Schwab
30
Charles Schwab
California
$12M +$633K +18,240 +5%
Allianz Asset Management
31
Allianz Asset Management
Germany
$11.8M +$3.48M +100,314 +39%
Bank of America
32
Bank of America
North Carolina
$11M +$1.94M +55,839 +20%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$10.4M -$227K -6,546 -2%
Invesco
34
Invesco
Georgia
$8.41M +$404K +11,643 +5%
BIM
35
BlackRock Investment Management
Delaware
$8.27M +$24.6K +708 +0.3%
BIM
36
Bogle Investment Management
Massachusetts
$8.25M -$64.5K -1,860 -0.7%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$7.42M +$3.64M +104,925 +87%
Deutsche Bank
38
Deutsche Bank
Germany
$7.34M +$4M +115,281 +106%
FP
39
Foundry Partners
Minnesota
$7.07M +$128K +3,690 +2%
ICM
40
IronBridge Capital Management
Illinois
$6.82M -$2.68M -77,163 -27%
American Century Companies
41
American Century Companies
Missouri
$6.73M -$2.15M -62,049 -23%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$6.22M +$3.82M +110,250 +139%
PPA
43
Parametric Portfolio Associates
Washington
$6.09M -$43.8K -1,263 -0.7%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$5.99M -$479K -13,800 -7%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$5.8M +$6.13M +176,733 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$5.78M -$3.91M -112,680 -39%
Axa
47
Axa
France
$5.77M -$198K -5,700 -3%
AllianceBernstein
48
AllianceBernstein
Tennessee
$5.51M +$1.47M +42,465 +34%
BG
49
BlackRock Group
United Kingdom
$5.38M +$118K +3,396 +2%
QI
50
QS Investors
New York
$5.32M +$4.19M +120,900 +294%

UFPI Hedge Fund Activity: Q3 2016 in Review

218 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2016, worth a combined $1.63B — up 3.3% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UFPI positions and 22 closed out — a net gain of 6 holders — while 83 added to existing stakes and 71 trimmed.

The largest buyer was Copper Rock Capital Partners, adding an estimated $24.2M. The largest seller was Franklin Resources, cutting an estimated $41.1M.

  • 218 institutional investors held UFP Industries (UFPI) as of Q3 2016, up from 214 in Q2 2016.
  • Funds reported $1.63B of UFP Industries stock for Q3 2016, up 3.3% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q3 2016 and 22 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2016 was Copper Rock Capital Partners, an estimated $24.2M added.
  • The largest UFP Industries seller in Q3 2016 was Franklin Resources, an estimated $41.1M sold.

Based on aggregated 13F filings for Q3 2016.