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UFP Industries

137 hedge funds and large institutions have $799M invested in UFP Industries in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

1% less funds holding

Funds holding: 139137 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $909M → $799M (-$110M)

86% less call options, than puts

Call options by funds: $48K | Put options by funds: $333K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
57
Reduced
46
Closed
17
Calls
$48K
Puts
$333K
Net Calls
-$285K
Net Calls Change
-$911K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$1.75M +$421K +24,978 +30%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.72M -$17.8K -1,053 -1%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.7M -$3.14K -186 -0.2%
NFA
54
Nationwide Fund Advisors
Ohio
$1.66M +$854K +50,634 +97%
MAA
55
Managed Account Advisors
New Jersey
$1.55M +$4.7K +279 +0.3%
PPA
56
Parametric Portfolio Associates
Washington
$1.51M -$276K -16,362 -15%
CI
57
Capital Innovations
Wisconsin
$1.47M -$36.9K -2,190 -2%
First Trust Advisors
58
First Trust Advisors
Illinois
$1.41M +$325K +19,278 +28%
CIP
59
Convergence Investment Partners
Florida
$1.27M +$398K +23,580 +43%
Citadel Advisors
60
Citadel Advisors
Florida
$1.19M +$1.25M +74,148 New
OA
61
OFI Advisors
Pennsylvania
$1.16M +$215K +12,738 +21%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$1.13M -$475K -28,200 -29%
Swiss National Bank
63
Swiss National Bank
Switzerland
$1.04M
AI
64
Analytic Investors
California
$1M +$1.05M +62,352 New
TPSF
65
Texas Permanent School Fund
Texas
$978K +$6.78K +402 +0.7%
Comerica Bank
66
Comerica Bank
Texas
$949K -$13.2K -783 -1%
SO
67
STRS Ohio
Ohio
$927K +$688K +40,800 +243%
BG
68
BlackRock Group
United Kingdom
$921K -$160K -9,504 -14%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$917K
JP Morgan Chase
70
JP Morgan Chase
New York
$901K +$297K +17,631 +46%
CAM
71
ClariVest Asset Management
California
$885K +$453K +26,847 +95%
Federated Hermes
72
Federated Hermes
Pennsylvania
$837K +$661K +39,216 +307%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$830K -$40.5K -2,400 -4%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$793K
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$791K -$30.3K -1,800 -4%

UFPI Hedge Fund Activity: Q2 2014 in Review

137 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2014, worth a combined $799M — down 12% from $909M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UFPI and 15 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 57 added.

The largest buyer was Norges Bank, adding an estimated $7.17M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $6.4M sold.

  • 137 institutional investors held UFP Industries (UFPI) as of Q2 2014, down from 139 in Q1 2014.
  • Funds reported $799M of UFP Industries stock for Q2 2014, down 12% quarter-over-quarter.
  • 15 funds opened new UFP Industries positions in Q2 2014 and 17 closed out, a net change of -2 holders.
  • The largest UFP Industries buyer in Q2 2014 was Norges Bank, an estimated $7.17M added.
  • The largest UFP Industries seller in Q2 2014 was Hood River Capital Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q2 2014.