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UFP Industries

212 hedge funds and large institutions have $1.8B invested in UFP Industries in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $663K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.02% more ownership

Funds ownership: 81.45%82.47% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

2% less capital invested

Capital invested by funds: $1.84B → $1.8B (-$40.2M)

2% less funds holding

Funds holding: 217212 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
77
Reduced
71
Closed
23
Calls
$1.17M
Puts
$663K
Net Calls
+$507K
Net Calls Change
+$372K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$4.96M
Citadel Advisors
52
Citadel Advisors
Florida
$4.17M -$463K -12,558 -10%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$3.77M -$959K -26,000 -20%
Swiss National Bank
54
Swiss National Bank
Switzerland
$3.77M
Nordea Investment Management
55
Nordea Investment Management
Sweden
$3.47M -$1.43M -38,900 -28%
QI
56
QS Investors
New York
$3.39M
USAA
57
United Services Automobile Association
Texas
$3.39M +$115K +3,130 +3%
Barclays
58
Barclays
United Kingdom
$3.29M +$1.63M +44,118 +90%
MSE
59
MUFG Securities EMEA
United Kingdom
$3.29M +$3.43M +93,100 New
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.24M -$184 -5 -0%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$3.16M -$301K -8,154 -8%
ASRS
62
Arizona State Retirement System
Arizona
$3.16M -$5.9K -160 -0.2%
Renaissance Technologies
63
Renaissance Technologies
New York
$2.96M +$1.18M +31,900 +61%
AllianceBernstein
64
AllianceBernstein
Tennessee
$2.91M -$192K -5,200 -6%
Canada Life
65
Canada Life
Manitoba, Canada
$2.78M +$1.48K +40 +0.1%
First Trust Advisors
66
First Trust Advisors
Illinois
$2.7M +$687K +18,632 +32%
O
67
OppenheimerFunds
New York
$2.7M -$91.2K -2,473 -3%
ERSOT
68
Employees Retirement System of Texas
Texas
$2.65M
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$2.6M +$1.64M +44,422 +153%
IA
70
IndexIQ Advisors
New York
$2.48M +$97.6K +2,647 +4%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$2.42M
Franklin Resources
72
Franklin Resources
California
$2.22M
Hotchkis & Wiley Capital Management
73
Hotchkis & Wiley Capital Management
California
$2.22M +$652K +17,665 +39%
BCC
74
Bridge City Capital
Oregon
$2.03M +$432K +11,719 +26%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.99M +$332K +9,000 +19%

UFPI Hedge Fund Activity: Q3 2018 in Review

212 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2018, worth a combined $1.8B — down 2.2% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UFPI and 19 opened new positions — a net loss of 4 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $34M. The largest seller was SG Capital Management, cutting an estimated $10.6M.

  • 212 institutional investors held UFP Industries (UFPI) as of Q3 2018, down from 217 in Q2 2018.
  • Funds reported $1.8B of UFP Industries stock for Q3 2018, down 2.2% quarter-over-quarter.
  • 19 funds opened new UFP Industries positions in Q3 2018 and 23 closed out, a net change of -4 holders.
  • The largest UFP Industries buyer in Q3 2018 was Victory Capital Management, an estimated $34M added.
  • The largest UFP Industries seller in Q3 2018 was SG Capital Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2018.