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UFP Industries

210 hedge funds and large institutions have $1.92B invested in UFP Industries in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $494K

28% more capital invested

Capital invested by funds: $1.49B → $1.92B (+$423M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.62% more ownership

Funds ownership: 81.42%82.04% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 75

1% less funds holding

Funds holding: 213210 (-3)

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
4.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
74
Reduced
75
Closed
21
Calls
$1.35M
Puts
$494K
Net Calls
+$861K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$15.6M +$2.45M +70,770 +20%
Bank of America
27
Bank of America
North Carolina
$15.5M -$5.85M -168,748 -29%
HAM
28
Hillcrest Asset Management
Texas
$15.1M +$82.5K +2,380 +0.6%
Allianz Asset Management
29
Allianz Asset Management
Germany
$12.9M -$8.01M -230,940 -41%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$11.9M +$471K +13,587 +5%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$11.3M -$5.63M -162,301 -35%
Invesco
32
Invesco
Georgia
$10.4M -$1.21M -34,786 -11%
Man Group
33
Man Group
United Kingdom
$9.27M +$7.02M +202,367 +491%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$8.2M +$242K +6,994 +3%
SG Americas Securities
35
SG Americas Securities
New York
$8.04M +$6.78M +195,455 +1,240%
Wells Fargo
36
Wells Fargo
California
$7.77M -$40.8K -1,177 -0.6%
CAM
37
ClariVest Asset Management
California
$7.68M -$3.6M -103,700 -34%
MCM
38
Matarin Capital Management
New York
$7.23M +$5.88M +169,706 +837%
Legal & General Group
39
Legal & General Group
United Kingdom
$6.38M +$272K +7,850 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.29M +$2.49M +71,900 +77%
PPA
41
Parametric Portfolio Associates
Washington
$6.02M -$126K -3,643 -2%
LSV Asset Management
42
LSV Asset Management
Illinois
$5.42M
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$5.34M +$3.47K +100 +0.1%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.15M +$2.72M +78,600 +139%
WSFS
45
Wilmington Savings Fund Society
Delaware
$4.96M +$4.52M +130,257 New
MOACM
46
Mutual of America Capital Management
New York
$4.7M -$551K -15,885 -11%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$4.62M -$703K -20,282 -14%
Swiss National Bank
48
Swiss National Bank
Switzerland
$4.31M +$31.2K +900 +0.8%
USAA
49
United Services Automobile Association
Texas
$4.31M +$261K +7,519 +7%
AllianceBernstein
50
AllianceBernstein
Tennessee
$3.97M +$763K +22,000 +27%

UFPI Hedge Fund Activity: Q2 2019 in Review

210 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2019, worth a combined $1.92B — up 28% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UFPI positions and 21 closed out — a net gain of 1 holder — while 74 added to existing stakes and 75 trimmed.

The largest buyer was Nuveen, adding an estimated $19M. The largest seller was PNC Financial Services Group, cutting an estimated $12.2M.

  • 210 institutional investors held UFP Industries (UFPI) as of Q2 2019, down from 213 in Q1 2019.
  • Funds reported $1.92B of UFP Industries stock for Q2 2019, up 28% quarter-over-quarter.
  • 22 funds opened new UFP Industries positions in Q2 2019 and 21 closed out, a net change of +1 holder.
  • The largest UFP Industries buyer in Q2 2019 was Nuveen, an estimated $19M added.
  • The largest UFP Industries seller in Q2 2019 was PNC Financial Services Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2019.