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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
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.11M
BIM
52
Bogle Investment Management
Massachusetts
$4.63M +$343K +7,459 +6%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$4.5M +$1.04M +22,644 +23%
Swiss National Bank
54
Swiss National Bank
Switzerland
$4.43M +$68.9K +1,500 +1%
Allianz Asset Management
55
Allianz Asset Management
Germany
$4.39M +$754K +16,412 +16%
GAM
56
Gotham Asset Management
New York
$4.29M +$1.18M +25,622 +29%
SG Americas Securities
57
SG Americas Securities
New York
$4.26M +$5.02M +109,284 +2,020%
MOACM
58
Mutual of America Capital Management
New York
$4.12M -$930K -20,241 -15%
RA
59
Royce & Associates
New York
$4M +$4.58M +99,663 +1,271%
HIM
60
Hillsdale Investment Management
Ontario, Canada
$3.9M -$27.6K -600 -0.6%
SO
61
STRS Ohio
Ohio
$3.7M +$3.34M +72,800 +274%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$3.48M +$117K +2,553 +3%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.2M -$1.99M -43,385 -34%
MSL
64
Mackay Shields LLC
New York
$3.09M -$450K -9,800 -11%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$3.08M +$3.6M +78,409 +1,794%
Canada Life
66
Canada Life
Manitoba, Canada
$3.03M +$269K +5,855 +8%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$3.03M +$2.19M +47,636 +141%
PAMU
68
Pictet Asset Management (UK)
United Kingdom
$3.01M +$3.71M +80,833 New
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$2.88M +$680K +14,808 +24%
AL
70
AJO LP
Pennsylvania
$2.82M +$3.06M +66,611 +721%
CCMG
71
Clark Capital Management Group
Pennsylvania
$2.81M -$316K -6,885 -8%
Barclays
72
Barclays
United Kingdom
$2.79M -$2.27M -49,492 -40%
Man Group
73
Man Group
United Kingdom
$2.78M -$14M -305,121 -80%
BCC
74
Bridge City Capital
Oregon
$2.73M +$447K +9,734 +15%
UBS AM
75
UBS AM
Illinois
$2.61M -$93.9K -2,044 -3%

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.