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UFP Industries

203 hedge funds and large institutions have $1.65B invested in UFP Industries in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $1.73M

3.27% more ownership

Funds ownership: 243.9%247.18% (+3.3%)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

2% less capital invested

Capital invested by funds: $1.69B → $1.65B (-$38.7M)

2% less funds holding

Funds holding: 208203 (-5)

21% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 85

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
67
Reduced
85
Closed
22
Calls
$2.83M
Puts
$1.73M
Net Calls
+$1.1M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
26
James Investment Research
Ohio
$15.6M -$5.23M -156,441 -25%
Charles Schwab
27
Charles Schwab
California
$15.1M +$3.11M +93,087 +25%
TCIM
28
TIAA CREF Investment Management
New York
$15.1M +$2.56M +76,722 +20%
KCM
29
Kennedy Capital Management
Missouri
$13.9M -$6.59M -197,139 -32%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$12.2M +$969K +29,007 +8%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$11M +$11.1M +333,714 New
HAM
32
Hillcrest Asset Management
Texas
$10.5M +$788K +23,601 +8%
Morgan Stanley
33
Morgan Stanley
New York
$9.93M -$3.49M -104,349 -26%
American Century Companies
34
American Century Companies
Missouri
$9.21M +$473K +14,148 +5%
AQR Capital Management
35
AQR Capital Management
Connecticut
$9.18M -$6.1M -182,682 -40%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$8.58M -$2.87M -85,770 -25%
FP
37
Foundry Partners
Minnesota
$8.2M +$1.15M +34,320 +16%
CAM
38
ClariVest Asset Management
California
$8.07M +$765K +22,884 +10%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$7.03M +$45.1K +1,350 +0.6%
Victory Capital Management
40
Victory Capital Management
Texas
$6.89M +$4.76M +142,359 +211%
ICM
41
IronBridge Capital Management
Illinois
$6.23M -$557K -16,668 -8%
PPA
42
Parametric Portfolio Associates
Washington
$6.18M +$135K +4,032 +2%
Goldman Sachs
43
Goldman Sachs
New York
$6.1M -$4.51M -135,033 -42%
Wells Fargo
44
Wells Fargo
California
$6.08M +$1.38M +41,280 +29%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$5.72M +$588K +17,607 +11%
Millennium Management
46
Millennium Management
New York
$5.66M +$5.15M +154,245 +855%
Invesco
47
Invesco
Georgia
$5.29M -$10.5M -314,310 -66%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$5.11M
Wellington Management Group
49
Wellington Management Group
Massachusetts
$4.86M +$114K +3,399 +2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$4.68M -$843K -25,230 -15%

UFPI Hedge Fund Activity: Q1 2017 in Review

203 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2017, worth a combined $1.65B — down 2.3% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UFPI positions and 22 closed out — a net gain of 2 holders — while 67 added to existing stakes and 85 trimmed.

The largest buyer was BlackRock, adding an estimated $318M. The largest seller was Acadian Asset Management, cutting an estimated $16.1M.

  • 203 institutional investors held UFP Industries (UFPI) as of Q1 2017, down from 208 in Q4 2016.
  • Funds reported $1.65B of UFP Industries stock for Q1 2017, down 2.3% quarter-over-quarter.
  • 24 funds opened new UFP Industries positions in Q1 2017 and 22 closed out, a net change of +2 holders.
  • The largest UFP Industries buyer in Q1 2017 was BlackRock, an estimated $318M added.
  • The largest UFP Industries seller in Q1 2017 was Acadian Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2017.