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UFP Industries

197 hedge funds and large institutions have $1.43B invested in UFP Industries in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

13% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $3.79M

3% less funds holding

Funds holding: 203197 (-6)

8.18% less ownership

Funds ownership: 247.18%238.99% (-8.2%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

14% less capital invested

Capital invested by funds: $1.65B → $1.43B (-$223M)

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
73
Reduced
62
Closed
37
Calls
$4.3M
Puts
$3.79M
Net Calls
+$508K
Net Calls Change
-$590K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$12.7M +$10.8M +354,996 +435%
Charles Schwab
27
Charles Schwab
California
$12.5M -$1M -32,985 -7%
KCM
28
Kennedy Capital Management
Missouri
$12M -$340K -11,181 -3%
Morgan Stanley
29
Morgan Stanley
New York
$11.7M +$3.02M +99,405 +33%
JIR
30
James Investment Research
Ohio
$11.6M -$2.35M -77,178 -16%
RCAMU
31
Rothschild & Co Asset Management US
Connecticut
$10.9M +$89.6K +2,949 +0.8%
HAM
32
Hillcrest Asset Management
Texas
$9.33M -$9.94K -327 -0.1%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$8.45M +$2.31M +76,170 +36%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$8.35M +$3.42M +112,647 +65%
Wells Fargo
35
Wells Fargo
California
$8.31M +$3.05M +100,308 +54%
FP
36
Foundry Partners
Minnesota
$7.86M +$624K +20,547 +8%
CAM
37
ClariVest Asset Management
California
$7.22M +$72.5K +2,385 +1%
MWNA
38
Marshall Wace North America
New York
$6.87M +$4.87M +160,230 +209%
American Century Companies
39
American Century Companies
Missouri
$6.67M -$1.56M -51,435 -18%
TA
40
Teachers Advisors
New York
$6.14M -$13.4M -440,592 -68%
Renaissance Technologies
41
Renaissance Technologies
New York
$5.47M +$4.64M +152,700 +431%
MOACM
42
Mutual of America Capital Management
New York
$5.4M +$2.12M +69,780 +60%
PPA
43
Parametric Portfolio Associates
Washington
$4.63M -$889K -29,247 -16%
CRC
44
Curi RMB Capital
Illinois
$4.41M +$4.61M +151,623 New
Goldman Sachs
45
Goldman Sachs
New York
$4.33M -$1.12M -36,990 -20%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$4.28M -$264K -8,700 -6%
Invesco
47
Invesco
Georgia
$4.17M -$540K -17,757 -11%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$4.08M -$42.5K -1,398 -1%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$4M -$19.3M -635,556 -82%
AQR Capital Management
50
AQR Capital Management
Connecticut
$3.76M -$4.57M -150,318 -54%

UFPI Hedge Fund Activity: Q2 2017 in Review

197 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2017, worth a combined $1.43B — down 14% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UFPI and 32 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Covalent Partners, opening a new position worth an estimated $24.6M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $26.1M sold.

  • 197 institutional investors held UFP Industries (UFPI) as of Q2 2017, down from 203 in Q1 2017.
  • Funds reported $1.43B of UFP Industries stock for Q2 2017, down 14% quarter-over-quarter.
  • 32 funds opened new UFP Industries positions in Q2 2017 and 37 closed out, a net change of -5 holders.
  • The largest UFP Industries buyer in Q2 2017 was Covalent Partners, an estimated $24.6M added.
  • The largest UFP Industries seller in Q2 2017 was Copper Rock Capital Partners, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2017.