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UFP Industries

238 hedge funds and large institutions have $1.89B invested in UFP Industries in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.58% more ownership

Funds ownership: 81.49%82.07% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

4% less call options, than puts

Call options by funds: $729K | Put options by funds: $762K

12% less funds holding

Funds holding: 271238 (-33)

21% less capital invested

Capital invested by funds: $2.39B → $1.89B (-$501M)

57% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 54

Holders
238
Holders Change
-33
Holders Change %
-12.18%
% of All Funds
5.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
89
Reduced
91
Closed
54
Calls
$729K
Puts
$762K
Net Calls
-$33K
Net Calls Change
-$912K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Friess Associates
Delaware
$12.1M +$15M +326,125 New
PAM
27
Panagora Asset Management
Massachusetts
$11.2M -$7.96M -173,222 -36%
Bank of America
28
Bank of America
North Carolina
$10.9M -$1.66M -36,239 -11%
AQR Capital Management
29
AQR Capital Management
Connecticut
$10.4M +$3.74M +81,347 +41%
ZCM
30
Ziegler Capital Management
Illinois
$9.83M +$12.1M +264,367 New
FP
31
Foundry Partners
Minnesota
$9.4M -$8.32M -181,248 -42%
Morgan Stanley
32
Morgan Stanley
New York
$9.04M -$11.9M -258,214 -52%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$8.84M +$10.5M +229,481 +2,762%
Wells Fargo
34
Wells Fargo
California
$8.37M +$469K +10,207 +5%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$8.08M +$220K +4,794 +2%
PPA
36
Parametric Portfolio Associates
Washington
$8.07M -$242K -5,268 -2%
Legal & General Group
37
Legal & General Group
United Kingdom
$7.34M +$399K +8,685 +5%
Invesco
38
Invesco
Georgia
$7.31M -$4.6M -100,237 -34%
Renaissance Technologies
39
Renaissance Technologies
New York
$7.16M +$45.9K +1,000 +0.5%
RCAMU
40
Rothschild & Co Asset Management US
Connecticut
$7.12M -$674K -14,671 -7%
CAM
41
ClariVest Asset Management
California
$6.63M -$427K -9,298 -5%
WCM Investment Management
42
WCM Investment Management
California
$6.33M +$2.18M +47,373 +39%
AllianceBernstein
43
AllianceBernstein
Tennessee
$6.24M -$165K -3,600 -2%
JP Morgan Chase
44
JP Morgan Chase
New York
$6.06M -$7.13M -155,168 -49%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$5.92M -$32.1K -700 -0.4%
Citadel Advisors
46
Citadel Advisors
Florida
$5.7M +$875K +19,051 +14%
Axa
47
Axa
France
$5.51M +$216K +4,700 +3%
WSFS
48
Wilmington Savings Fund Society
Delaware
$5.46M +$212K +4,624 +3%
Fisher Asset Management
49
Fisher Asset Management
Washington
$5.24M +$365K +7,945 +6%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$5.15M -$460K -10,018 -7%

UFPI Hedge Fund Activity: Q1 2020 in Review

238 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2020, worth a combined $1.89B — down 21% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UFPI and 23 opened new positions — a net loss of 31 holders — while 91 trimmed existing stakes and 89 added.

The largest buyer was Victory Capital Management, adding an estimated $75.2M. The largest seller was BlackRock, cutting an estimated $16.4M.

  • 238 institutional investors held UFP Industries (UFPI) as of Q1 2020, down from 271 in Q4 2019.
  • Funds reported $1.89B of UFP Industries stock for Q1 2020, down 21% quarter-over-quarter.
  • 23 funds opened new UFP Industries positions in Q1 2020 and 54 closed out, a net change of -31 holders.
  • The largest UFP Industries buyer in Q1 2020 was Victory Capital Management, an estimated $75.2M added.
  • The largest UFP Industries seller in Q1 2020 was BlackRock, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2020.