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UFP Industries
UFPI

217 hedge funds and large institutions have $1.84B invested in UFP Industries in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 60

20% more call options, than puts

Call options by funds: $812K | Put options by funds: $677K

15% more capital invested

Capital invested by funds: $1.6B → $1.84B (+$235M)

0.83% more ownership

Funds ownership: 80.62% → 81.45% (+0.83%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 220 → 217 (-3)

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
78
Reduced
60
Closed
30
Calls
$812K
Puts
$677K
Net Calls
+$135K
Net Calls Change
+$589K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$32.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$22.1M
3
SCM
SG Capital Management
Illinois
+$10.4M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$8.34M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$6.9M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$23.1M
2
Franklin Resources
Franklin Resources
California
-$22.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$7.56M
5
GAM
Gotham Asset Management
New York
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$16.1M +$3.22M +91,965 +27%
Goldman Sachs
27
Goldman Sachs
New York
$14M +$1.57M +44,855 +13%
Deutsche Bank
28
Deutsche Bank
Germany
$13.9M -$17M -486,394 -56%
RCAMU
29
Rothschild & Co Asset Management US
Connecticut
$13M +$1.21M +34,559 +11%
FP
30
Foundry Partners
Minnesota
$12.8M +$1.08M +30,865 +10%
AL
31
AJO LP
Pennsylvania
$12.3M +$2.93M +83,568 +33%
MOACM
32
Mutual of America Capital Management
New York
$12.1M +$2.01M +57,261 +21%
CAM
33
ClariVest Asset Management
California
$11.1M +$423K +12,062 +4%
HAM
34
Hillcrest Asset Management
Texas
$10.9M -$97K -2,768 -0.9%
Wells Fargo
35
Wells Fargo
California
$10.8M +$2.04M +58,237 +24%
SCM
36
SG Capital Management
Illinois
$10.8M +$10.4M +296,258 New
HSBC Holdings
37
HSBC Holdings
United Kingdom
$10.7M +$6.9M +196,966 +208%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$9.84M +$5.16M +147,352 +122%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$8.72M +$8.34M +238,129 New
Morgan Stanley
40
Morgan Stanley
New York
$7.78M -$4.53M -129,438 -38%
TA
41
Teachers Advisors
New York
$7.71M +$32.9K +938 +0.4%
PAM
42
Panagora Asset Management
Massachusetts
$6.93M -$427K -12,180 -6%
Invesco
43
Invesco
Georgia
$6.9M +$227K +6,480 +4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$6.17M +$118K +3,377 +2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$6.16M -$531K -15,171 -8%
CP
46
Covalent Partners
Massachusetts
$6.01M +$901K +25,708 +19%
PPA
47
Parametric Portfolio Associates
Washington
$5.54M +$146K +4,165 +3%
AG
48
Algert Global
California
$5.41M +$1.3M +37,020 +33%
LSV Asset Management
49
LSV Asset Management
Illinois
$5.21M +$4.98M +142,289 New
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$5.14M – – –
1
2
3 4 5

UFPI Hedge Fund Activity: Q2 2018 in Review

217 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2018, worth a combined $1.84B — up 15% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of UFPI and 28 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $32.9M. The largest seller was Millennium Management, cutting an estimated $23.1M.

  • 217 institutional investors held UFP Industries (UFPI) as of Q2 2018, down from 220 in Q1 2018.
  • Funds reported $1.84B of UFP Industries stock for Q2 2018, up 15% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q2 2018 and 30 closed out, a net change of -2 holders.
  • The largest UFP Industries buyer in Q2 2018 was BlackRock, an estimated $32.9M added.
  • The largest UFP Industries seller in Q2 2018 was Millennium Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q2 2018.