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UFP Industries

215 hedge funds and large institutions have $1.86B invested in UFP Industries in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $3.21M

15% more capital invested

Capital invested by funds: $1.62B → $1.86B (+$238M)

11% more funds holding

Funds holding: 194215 (+21)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

161.94% less ownership

Funds ownership: 242.72%80.78% (-162%)

Holders
215
Holders Change
+21
Holders Change %
+10.82%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
45
Increased
66
Reduced
69
Closed
23
Calls
$4.27M
Puts
$3.21M
Net Calls
+$1.06M
Net Calls Change
-$458K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$14.6M -$3.4M -92,590 -19%
Deutsche Bank
27
Deutsche Bank
Germany
$13.6M -$4.23M -114,964 -24%
Morgan Stanley
28
Morgan Stanley
New York
$13.5M -$2.93M -79,713 -18%
TCIM
29
TIAA CREF Investment Management
New York
$13.1M -$3.37M -91,712 -21%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$12.6M -$1.22M -33,154 -9%
HAM
31
Hillcrest Asset Management
Texas
$12.3M +$1.1K +30 +0%
GJL
32
Gendell Jeffrey L
$12.2M +$2.52M +68,591 +27%
PAMU
33
Pictet Asset Management (UK)
United Kingdom
$12M -$23.7M -645,745 -67%
FP
34
Foundry Partners
Minnesota
$11.3M +$337K +9,174 +3%
CAM
35
ClariVest Asset Management
California
$11M +$2.07M +56,198 +24%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$11M
MOACM
37
Mutual of America Capital Management
New York
$10.3M +$388K +10,568 +4%
Wells Fargo
38
Wells Fargo
California
$8.61M +$1.25M +33,974 +17%
Goldman Sachs
39
Goldman Sachs
New York
$7.91M +$1.06M +28,912 +16%
TA
40
Teachers Advisors
New York
$7.89M -$59.4K -1,615 -0.8%
PAM
41
Panagora Asset Management
Massachusetts
$7.31M +$2.69M +73,165 +60%
CP
42
Covalent Partners
Massachusetts
$7.22M -$12.7M -344,320 -64%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$7.05M +$2.52M +68,500 +58%
AQR Capital Management
44
AQR Capital Management
Connecticut
$6.7M +$1.02M +27,737 +18%
BIM
45
Bogle Investment Management
Massachusetts
$6.47M +$6.32M +171,924 New
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$6.12M +$702K +19,106 +13%
WG
47
Winton Group
United Kingdom
$6M +$5.86M +159,382 New
Invesco
48
Invesco
Georgia
$5.8M +$58.7K +1,598 +1%
PP
49
PDT Partners
New York
$5.45M +$7.39K +201 +0.1%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$5.28M

UFPI Hedge Fund Activity: Q4 2017 in Review

215 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2017, worth a combined $1.86B — up 15% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UFPI positions and 23 closed out — a net gain of 22 holders — while 66 added to existing stakes and 69 trimmed.

The largest buyer was Prudential Financial, adding an estimated $28.2M. The largest seller was Pictet Asset Management (UK), cutting an estimated $23.7M.

  • 215 institutional investors held UFP Industries (UFPI) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.86B of UFP Industries stock for Q4 2017, up 15% quarter-over-quarter.
  • 45 funds opened new UFP Industries positions in Q4 2017 and 23 closed out, a net change of +22 holders.
  • The largest UFP Industries buyer in Q4 2017 was Prudential Financial, an estimated $28.2M added.
  • The largest UFP Industries seller in Q4 2017 was Pictet Asset Management (UK), an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2017.