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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
Federated Hermes
76
Federated Hermes
Pennsylvania
$1.97M -$332 -9 -0%
BG
77
Bahl & Gaynor
Ohio
$1.9M +$43.3K +1,174 +2%
SEI Investments
78
SEI Investments
Pennsylvania
$1.9M -$420K -11,384 -18%
Assenagon Asset Management
79
Assenagon Asset Management
Luxembourg
$1.9M +$1.98M +53,640 New
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$1.79M +$1.19M +32,280 +175%
Comerica Bank
81
Comerica Bank
Texas
$1.74M -$200K -5,426 -8%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$1.73M
PI
83
PineBridge Investments
New York
$1.72M -$172K -4,672 -9%
AIG
84
American International Group
New York
$1.67M +$33.3K +903 +2%
CS
85
Credit Suisse
Switzerland
$1.66M -$251K -6,809 -13%
3C
86
361 Capital
Colorado
$1.66M +$7.82K +212 +0.5%
QT
87
Quantbot Technologies
New York
$1.54M +$1.61M +43,694 New
Public Sector Pension Investment Board (PSP Investments)
88
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.52M +$130K +3,531 +9%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$1.52M +$29.9K +810 +2%
GCP
90
GSA Capital Partners
United Kingdom
$1.5M +$33.7K +913 +2%
ZCM
91
Zebra Capital Management
Connecticut
$1.5M +$462K +12,524 +42%
UBS Group
92
UBS Group
Switzerland
$1.5M +$674K +18,262 +76%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$1.49M -$8.3K -225 -0.5%
Citigroup
94
Citigroup
New York
$1.38M +$1.07M +29,053 +287%
TPSF
95
Texas Permanent School Fund
Texas
$1.37M -$34.7K -942 -2%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.36M -$206K -5,599 -13%
UBS AM
97
UBS AM
Illinois
$1.34M
IP
98
Intellectus Partners
California
$1.14M
KeyBank National Association
99
KeyBank National Association
Ohio
$1.07M +$627K +16,988 +128%
OAM
100
Oxford Asset Management
United Kingdom
$1.05M +$74.8K +2,029 +7%

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.