UFP Industries
UFPI
220 hedge funds and large institutions have $1.6B invested in UFP Industries in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 56 reducing their positions, and 24 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 56
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
2% more funds holding
Funds holding: 215 → 220 (+5)
0.16% less ownership
Funds ownership: 80.78% → 80.62% (-0.16%)
14% less capital invested
Capital invested by funds: $1.86B → $1.6B (-$258M)
21% less call options, than puts
Call options by funds: $1.72M | Put options by funds: $2.18M
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$17.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$9.85M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$8.98M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.96M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$5.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$45.9M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$19.2M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$12M |
| 4 |
BlackRock
New York
|
-$8.78M |
| 5 |
Bank of New York Mellon
New York
|
-$8.21M |
UFPI Hedge Fund Activity: Q1 2018 in Review
220 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2018, worth a combined $1.6B — down 14% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UFPI positions and 24 closed out — a net gain of 9 holders — while 85 added to existing stakes and 56 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $17.9M. The largest seller was Franklin Resources, cutting an estimated $45.9M.
- 220 institutional investors held UFP Industries (UFPI) as of Q1 2018, up from 215 in Q4 2017.
- Funds reported $1.6B of UFP Industries stock for Q1 2018, down 14% quarter-over-quarter.
- 33 funds opened new UFP Industries positions in Q1 2018 and 24 closed out, a net change of +9 holders.
- The largest UFP Industries buyer in Q1 2018 was Deutsche Bank, an estimated $17.9M added.
- The largest UFP Industries seller in Q1 2018 was Franklin Resources, an estimated $45.9M sold.
Based on aggregated 13F filings for Q1 2018.