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UFP Industries
UFPI

206 hedge funds and large institutions have $1.29B invested in UFP Industries in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.12% less ownership

Funds ownership: 82.47% → 81.36% (-1.1%)

3% less funds holding

Funds holding: 212 → 206 (-6)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

28% less capital invested

Capital invested by funds: $1.8B → $1.29B (-$505M)

31% less call options, than puts

Call options by funds: $516K | Put options by funds: $747K

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
73
Reduced
64
Closed
40
Calls
$516K
Puts
$747K
Net Calls
-$231K
Net Calls Change
-$738K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$15.5M
2
Franklin Resources
Franklin Resources
California
+$13M
3
Victory Capital Management
Victory Capital Management
Texas
+$10.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.22M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.21M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$25.5M
2
Bank of America
Bank of America
North Carolina
-$10.9M
3
GJL
Gendell Jeffrey L
-$9.4M
4
AL
AJO LP
Pennsylvania
-$8.99M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$10.3M +$6.02M +209,384 +111%
FP
27
Foundry Partners
Minnesota
$10.3M +$1.34M +46,746 +13%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$9.19M -$7.84M -272,951 -44%
TCIM
29
TIAA CREF Investment Management
New York
$8.68M -$2.05M -71,199 -18%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$8.48M +$441K +15,351 +5%
CAM
31
ClariVest Asset Management
California
$8.38M +$1.73M +60,066 +23%
HAM
32
Hillcrest Asset Management
Texas
$7.56M +$1.44K +50 +0%
Deutsche Bank
33
Deutsche Bank
Germany
$7.42M +$1.62M +56,260 +24%
Wells Fargo
34
Wells Fargo
California
$6.54M -$374K -13,000 -5%
TA
35
Teachers Advisors
New York
$5.7M +$202K +7,043 +3%
Renaissance Technologies
36
Renaissance Technologies
New York
$5.6M +$3.79M +131,900 +157%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$5.29M +$875K +30,455 +18%
Invesco
38
Invesco
Georgia
$5.19M -$42.2K -1,470 -0.7%
AG
39
Algert Global
California
$4.05M +$294K +10,245 +7%
PPA
40
Parametric Portfolio Associates
Washington
$3.84M +$118K +4,108 +3%
Legal & General Group
41
Legal & General Group
United Kingdom
$3.76M +$14.8K +514 +0.4%
LSV Asset Management
42
LSV Asset Management
Illinois
$3.69M – – –
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$3.65M – – –
MOACM
44
Mutual of America Capital Management
New York
$3.62M -$4.77M -166,151 -54%
CP
45
Covalent Partners
Massachusetts
$2.9M -$856K -29,800 -21%
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.83M +$66.1K +2,300 +2%
Man Group
47
Man Group
United Kingdom
$2.74M -$2.5M -87,037 -45%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$2.72M -$51.7K -1,800 -2%
USAA
49
United Services Automobile Association
Texas
$2.67M +$190K +6,600 +7%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$2.63M +$335K +11,661 +13%
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UFPI Hedge Fund Activity: Q4 2018 in Review

206 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2018, worth a combined $1.29B — down 28% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of UFPI and 36 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 73 added.

The largest buyer was Goldman Sachs, adding an estimated $15.5M. The largest seller was BlackRock, cutting an estimated $25.5M.

  • 206 institutional investors held UFP Industries (UFPI) as of Q4 2018, down from 212 in Q3 2018.
  • Funds reported $1.29B of UFP Industries stock for Q4 2018, down 28% quarter-over-quarter.
  • 36 funds opened new UFP Industries positions in Q4 2018 and 40 closed out, a net change of -4 holders.
  • The largest UFP Industries buyer in Q4 2018 was Goldman Sachs, an estimated $15.5M added.
  • The largest UFP Industries seller in Q4 2018 was BlackRock, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2018.