UFP Industries
UFPI
115 hedge funds and large institutions have $689M invested in UFP Industries in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 15 closing their positions.
205% more call options, than puts
Call options by funds: $1.18M | Put options by funds: $387K
59% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 29
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
3% more capital invested
Capital invested by funds: $670M → $689M (+$18.3M)
1% more funds holding
Funds holding: 114 → 115 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$8.51M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.01M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$949K |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$917K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$15.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$4.62M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$4.44M |
| 4 |
ICM
IronBridge Capital Management
Oakbrook Terrace,
Illinois
|
-$3.63M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$2.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHB
126
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$49K | -3,690 | Closed |
|
127
Wells Fargo
San Francisco,
California
| – | -$37.9K | -2,850 | -100% |
|
|
RNS
128
Robert N. Shapiro
| – | -$19K | -1,410 | Closed |
|
|
OMCS
129
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$16K | -1,200 | Closed |
|
UFPI Hedge Fund Activity: Q3 2013 in Review
115 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2013, worth a combined $689M — up 2.7% from $670M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new UFPI positions and 15 closed out — a net gain of 2 holders — while 46 added to existing stakes and 29 trimmed.
The largest buyer was SG Capital Management, opening a new position worth an estimated $8.51M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $15.7M sold.
- 115 institutional investors held UFP Industries (UFPI) as of Q3 2013, up from 114 in Q2 2013.
- Funds reported $689M of UFP Industries stock for Q3 2013, up 2.7% quarter-over-quarter.
- 17 funds opened new UFP Industries positions in Q3 2013 and 15 closed out, a net change of +2 holders.
- The largest UFP Industries buyer in Q3 2013 was SG Capital Management, an estimated $8.51M added.
- The largest UFP Industries seller in Q3 2013 was Eagle Asset Management, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2013.