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UFP Industries

146 hedge funds and large institutions have $702M invested in UFP Industries in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

7% more funds holding

Funds holding: 137146 (+9)

12% less capital invested

Capital invested by funds: $799M → $702M (-$97.3M)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

98% less call options, than puts

Call options by funds: $17K | Put options by funds: $692K

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
43
Reduced
51
Closed
15
Calls
$17K
Puts
$692K
Net Calls
-$675K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$1.63M +$36.3K +2,352 +2%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.62M -$273K -17,700 -13%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.58M +$19K +1,230 +1%
Barclays
54
Barclays
United Kingdom
$1.58M +$27.9K +1,812 +2%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$1.54M -$139K -9,000 -8%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.53M +$8.79K +570 +0.5%
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.5M
PPA
58
Parametric Portfolio Associates
Washington
$1.36M +$21.1K +1,371 +1%
MAA
59
Managed Account Advisors
New Jersey
$1.35M -$22.3K -1,449 -2%
CI
60
Capital Innovations
Wisconsin
$1.33M +$30.8K +1,995 +2%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$1.15M -$2.62M -169,983 -68%
CIP
62
Convergence Investment Partners
Florida
$1.12M
OA
63
OFI Advisors
Pennsylvania
$1.07M +$46.7K +3,030 +4%
Axa
64
Axa
France
$1.07M +$1.14M +74,247 +9,519%
CS
65
Credit Suisse
Switzerland
$1.03M -$561K -36,408 -34%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$1.01M +$13.9K +900 +1%
Swiss National Bank
67
Swiss National Bank
Switzerland
$901K -$18.5K -1,200 -2%
AI
68
Analytic Investors
California
$888K
Comerica Bank
69
Comerica Bank
Texas
$847K +$8.37K +543 +0.9%
SO
70
STRS Ohio
Ohio
$841K +$23.1K +1,500 +3%
Goldman Sachs
71
Goldman Sachs
New York
$837K +$584K +37,914 +181%
BG
72
BlackRock Group
United Kingdom
$787K -$30.7K -1,989 -3%
TPSF
73
Texas Permanent School Fund
Texas
$777K -$95.6K -6,204 -10%
NFA
74
Nationwide Fund Advisors
Ohio
$753K -$772K -50,073 -49%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$735K

UFPI Hedge Fund Activity: Q3 2014 in Review

146 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2014, worth a combined $702M — down 12% from $799M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UFPI positions and 15 closed out — a net gain of 9 holders — while 43 added to existing stakes and 51 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.7M. The largest seller was Century Capital Management, cutting an estimated $18M.

  • 146 institutional investors held UFP Industries (UFPI) as of Q3 2014, up from 137 in Q2 2014.
  • Funds reported $702M of UFP Industries stock for Q3 2014, down 12% quarter-over-quarter.
  • 24 funds opened new UFP Industries positions in Q3 2014 and 15 closed out, a net change of +9 holders.
  • The largest UFP Industries buyer in Q3 2014 was Polar Asset Management Partners, an estimated $11.7M added.
  • The largest UFP Industries seller in Q3 2014 was Century Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2014.