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UFP Industries
UFPI

206 hedge funds and large institutions have $1.29B invested in UFP Industries in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.12% less ownership

Funds ownership: 82.47% → 81.36% (-1.1%)

3% less funds holding

Funds holding: 212 → 206 (-6)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

28% less capital invested

Capital invested by funds: $1.8B → $1.29B (-$505M)

31% less call options, than puts

Call options by funds: $516K | Put options by funds: $747K

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
73
Reduced
64
Closed
40
Calls
$516K
Puts
$747K
Net Calls
-$231K
Net Calls Change
-$738K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$15.5M
2
Franklin Resources
Franklin Resources
California
+$13M
3
Victory Capital Management
Victory Capital Management
Texas
+$10.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.22M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.21M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$25.5M
2
Bank of America
Bank of America
North Carolina
-$10.9M
3
GJL
Gendell Jeffrey L
-$9.4M
4
AL
AJO LP
Pennsylvania
-$8.99M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$2.6M -$2.7M -93,842 -48%
Nordea Investment Management
52
Nordea Investment Management
Sweden
$2.57M +$23K +800 +0.8%
QI
53
QS Investors
New York
$2.49M – – –
ASRS
54
Arizona State Retirement System
Arizona
$2.46M +$159K +5,545 +6%
AQR Capital Management
55
AQR Capital Management
Connecticut
$2.45M -$1.94M -67,637 -42%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$2.44M +$60.1K +2,090 +2%
O
57
OppenheimerFunds
New York
$2.22M +$259K +9,012 +12%
GJL
58
Gendell Jeffrey L
$2.21M -$9.4M -327,252 -79%
AllianceBernstein
59
AllianceBernstein
Tennessee
$2.14M – – –
Hotchkis & Wiley Capital Management
60
Hotchkis & Wiley Capital Management
California
$2.11M +$533K +18,534 +30%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$2.07M +$182K +6,340 +9%
Canada Life
62
Canada Life
Manitoba, Canada
$1.98M +$118K +4,108 +5%
ERSOT
63
Employees Retirement System of Texas
Texas
$1.95M – – –
Two Sigma Investments
64
Two Sigma Investments
New York
$1.94M +$2.14M +74,585 New
SEI Investments
65
SEI Investments
Pennsylvania
$1.83M -$11.7K -407 -0.8%
Federated Hermes
66
Federated Hermes
Pennsylvania
$1.8M +$391K +13,610 +24%
Comerica Bank
67
Comerica Bank
Texas
$1.76M +$11.9K +415 +0.7%
IA
68
IndexIQ Advisors
New York
$1.68M -$152K -5,279 -8%
BCC
69
Bridge City Capital
Oregon
$1.67M +$202K +7,020 +12%
First Trust Advisors
70
First Trust Advisors
Illinois
$1.63M -$400K -13,903 -18%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$1.53M -$276K -9,600 -14%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$1.44M -$2.63M -91,678 -62%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.44M -$28.7K -1,000 -2%
CS
74
Credit Suisse
Switzerland
$1.42M +$228K +7,949 +17%
Public Sector Pension Investment Board (PSP Investments)
75
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.4M +$313K +10,900 +25%
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3
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UFPI Hedge Fund Activity: Q4 2018 in Review

206 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2018, worth a combined $1.29B — down 28% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of UFPI and 36 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 73 added.

The largest buyer was Goldman Sachs, adding an estimated $15.5M. The largest seller was BlackRock, cutting an estimated $25.5M.

  • 206 institutional investors held UFP Industries (UFPI) as of Q4 2018, down from 212 in Q3 2018.
  • Funds reported $1.29B of UFP Industries stock for Q4 2018, down 28% quarter-over-quarter.
  • 36 funds opened new UFP Industries positions in Q4 2018 and 40 closed out, a net change of -4 holders.
  • The largest UFP Industries buyer in Q4 2018 was Goldman Sachs, an estimated $15.5M added.
  • The largest UFP Industries seller in Q4 2018 was BlackRock, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2018.