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UFP Industries

146 hedge funds and large institutions have $702M invested in UFP Industries in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

7% more funds holding

Funds holding: 137146 (+9)

12% less capital invested

Capital invested by funds: $799M → $702M (-$97.3M)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

98% less call options, than puts

Call options by funds: $17K | Put options by funds: $692K

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
43
Reduced
51
Closed
15
Calls
$17K
Puts
$692K
Net Calls
-$675K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$82K
DAM
127
Delta Asset Management
Tennessee
$68K
U
128
UBS
Switzerland
$61K +$38.2K +2,475 +136%
FQ
129
First Quadrant
California
$51K
TRCT
130
Tower Research Capital (TRC)
New York
$50K +$36.3K +2,352 +198%
Wells Fargo
131
Wells Fargo
California
$42K -$101K -6,573 -69%
US Bancorp
132
US Bancorp
Minnesota
$37K -$3.42K -222 -8%
BlackRock
133
BlackRock
New York
$34K +$7.68K +498 +27%
MOACM
134
Mutual of America Capital Management
New York
$32K
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$31K -$694 -45 -2%
BJ
136
BlackRock Japan
Japan
$28K +$30.1K +1,953 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$23K
GSC
138
Ground Swell Capital
South Carolina
$11K +$12.2K +792 New
FHA
139
First Horizon Advisors
Tennessee
$10K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$7K -$23.3K -1,512 -75%
GAM
141
Gemmer Asset Management
California
$7K
NES
142
New England Securities
New York
$6K -$4.63K -300 -40%
PTC
143
Private Trust Company
Ohio
$2K
WA
144
WFG Advisors
Texas
$1K +$971 +63 New
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$559 +$17.2K +1,116 +3%
Fidelity Investments
146
Fidelity Investments
Massachusetts
-$7.96M -494,391 Closed
CAL
147
Capital Analysts LLC
Pennsylvania
-$1.89M -117,633 Closed
Federated Hermes
148
Federated Hermes
Pennsylvania
-$837K -52,005 Closed
BMCMI
149
Bryn Mawr Capital Management Inc
Pennsylvania
-$685K -42,567 Closed
HIM
150
Hillsdale Investment Management
Ontario, Canada
-$323K -20,100 Closed

UFPI Hedge Fund Activity: Q3 2014 in Review

146 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2014, worth a combined $702M — down 12% from $799M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UFPI positions and 15 closed out — a net gain of 9 holders — while 43 added to existing stakes and 51 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.7M. The largest seller was Century Capital Management, cutting an estimated $18M.

  • 146 institutional investors held UFP Industries (UFPI) as of Q3 2014, up from 137 in Q2 2014.
  • Funds reported $702M of UFP Industries stock for Q3 2014, down 12% quarter-over-quarter.
  • 24 funds opened new UFP Industries positions in Q3 2014 and 15 closed out, a net change of +9 holders.
  • The largest UFP Industries buyer in Q3 2014 was Polar Asset Management Partners, an estimated $11.7M added.
  • The largest UFP Industries seller in Q3 2014 was Century Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2014.