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UFP Industries
UFPI

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: 1 → 3 (+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: 271 → 238 (-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

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$75.2M
2
Franklin Resources
Franklin Resources
California
+$15.6M
3
FA
Friess Associates
Delaware
+$15M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$16.4M
2
Man Group
Man Group
United Kingdom
-$14M
3
Stifel Financial
Stifel Financial
Missouri
-$12.2M
4
Charles Schwab
Charles Schwab
California
-$12.1M
5
Morgan Stanley
Morgan Stanley
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Robeco Institutional Asset Management
76
Robeco Institutional Asset Management
Netherlands
$2.54M – – –
UBS Group
77
UBS Group
Switzerland
$2.49M -$1.01M -22,035 -25%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$2.48M +$2.26M +49,200 +283%
Marshall Wace
79
Marshall Wace
United Kingdom
$2.45M +$3.03M +65,941 New
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$2.39M +$11.7K +255 +0.4%
Comerica Bank
81
Comerica Bank
Texas
$2.28M +$119K +2,583 +4%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$2.18M +$569K +12,393 +27%
MWNA
83
Marshall Wace North America
New York
$2.17M +$2.67M +58,172 New
MCM
84
Matarin Capital Management
New York
$2.16M -$1.47M -32,109 -36%
Millennium Management
85
Millennium Management
New York
$2.14M -$6.42M -139,709 -71%
HAI
86
Hennessy Advisors Inc
California
$2.12M +$2.62M +57,100 New
BIA
87
BMT Investment Advisors
Pennsylvania
$1.99M +$91.9K +2,000 +4%
BG
88
Bahl & Gaynor
Ohio
$1.98M +$27.1K +590 +1%
SEI Investments
89
SEI Investments
Pennsylvania
$1.97M -$355K -7,734 -13%
TPSF
90
Texas Permanent School Fund
Texas
$1.94M +$470K +10,226 +24%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.91M +$118K +2,568 +5%
ACM
92
Argent Capital Management
Missouri
$1.91M -$1.03M -22,334 -30%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$1.82M -$10.1K -220 -0.4%
CSS
94
Cubist Systematic Strategies
Connecticut
$1.8M +$81.2K +1,767 +4%
CS
95
Credit Suisse
Switzerland
$1.76M -$2.24M -48,752 -51%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$1.74M +$283K +6,153 +15%
WG
97
Watchman Group
Texas
$1.73M +$73.5K +1,600 +4%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$1.71M – – –
American Century Companies
99
American Century Companies
Missouri
$1.68M -$3.97M -86,340 -66%
MAM
100
Martingale Asset Management
Massachusetts
$1.55M +$184K +4,003 +11%
2 3
4
5 6

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.