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UFP Industries

212 hedge funds and large institutions have $1.8B invested in UFP Industries in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $663K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.02% more ownership

Funds ownership: 81.45%82.47% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

2% less capital invested

Capital invested by funds: $1.84B → $1.8B (-$40.2M)

2% less funds holding

Funds holding: 217212 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
77
Reduced
71
Closed
23
Calls
$1.17M
Puts
$663K
Net Calls
+$507K
Net Calls Change
+$372K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$14.3M -$1.21M -32,733 -7%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$13.9M +$5.75M +155,904 +65%
FP
28
Foundry Partners
Minnesota
$12.4M +$40.7K +1,103 +0.3%
RCAMU
29
Rothschild & Co Asset Management US
Connecticut
$11M -$1.59M -43,092 -12%
MOACM
30
Mutual of America Capital Management
New York
$10.8M -$956K -25,912 -8%
HAM
31
Hillcrest Asset Management
Texas
$10.3M -$263K -7,120 -2%
Wells Fargo
32
Wells Fargo
California
$9.37M -$1.15M -31,201 -11%
CAM
33
ClariVest Asset Management
California
$9.29M -$1.53M -41,573 -14%
Goldman Sachs
34
Goldman Sachs
New York
$9.13M -$4.58M -124,082 -32%
AL
35
AJO LP
Pennsylvania
$8.99M -$3.03M -82,163 -24%
Deutsche Bank
36
Deutsche Bank
Germany
$8.12M -$5.53M -149,878 -39%
TA
37
Teachers Advisors
New York
$7.5M +$66.1K +1,793 +0.9%
Invesco
38
Invesco
Georgia
$7.11M +$469K +12,727 +7%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$6.86M -$3.6M -97,702 -33%
Man Group
40
Man Group
United Kingdom
$6.8M +$2.11M +57,183 +42%
Morgan Stanley
41
Morgan Stanley
New York
$6.69M -$856K -23,223 -11%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$6.13M +$184K +5,000 +3%
IECM
43
Intrinsic Edge Capital Management
Illinois
$5.79M +$6.04M +163,769 New
AQR Capital Management
44
AQR Capital Management
Connecticut
$5.72M -$233K -6,313 -4%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$5.2M -$4.48M -121,482 -45%
AG
46
Algert Global
California
$5.15M -$71.7K -1,945 -1%
Legal & General Group
47
Legal & General Group
United Kingdom
$5.11M +$400K +10,837 +8%
PPA
48
Parametric Portfolio Associates
Washington
$5.08M -$279K -7,572 -5%
LSV Asset Management
49
LSV Asset Management
Illinois
$5.03M
CP
50
Covalent Partners
Massachusetts
$5M -$831K -22,537 -14%

UFPI Hedge Fund Activity: Q3 2018 in Review

212 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2018, worth a combined $1.8B — down 2.2% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UFPI and 19 opened new positions — a net loss of 4 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $34M. The largest seller was SG Capital Management, cutting an estimated $10.6M.

  • 212 institutional investors held UFP Industries (UFPI) as of Q3 2018, down from 217 in Q2 2018.
  • Funds reported $1.8B of UFP Industries stock for Q3 2018, down 2.2% quarter-over-quarter.
  • 19 funds opened new UFP Industries positions in Q3 2018 and 23 closed out, a net change of -4 holders.
  • The largest UFP Industries buyer in Q3 2018 was Victory Capital Management, an estimated $34M added.
  • The largest UFP Industries seller in Q3 2018 was SG Capital Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2018.