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UFP Industries
UFPI

218 hedge funds and large institutions have $1.63B invested in UFP Industries in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

17% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 71

2% more funds holding

Funds holding: 214 → 218 (+4)

3% more capital invested

Capital invested by funds: $1.58B → $1.63B (+$51.8M)

26% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $6.55M

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
71
Closed
22
Calls
$4.85M
Puts
$6.55M
Net Calls
-$1.7M
Net Calls Change
+$124K

Top Buyers

Rank Fund Capital Flow
1
CRCP
Copper Rock Capital Partners
Massachusetts
+$24.2M
2
Morgan Stanley
Morgan Stanley
New York
+$9.6M
3
Prudential Financial
Prudential Financial
New Jersey
+$8.81M
4
Goldman Sachs
Goldman Sachs
New York
+$7.39M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$6.13M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$41.1M
2
NI
Numeric Investors
Massachusetts
-$22.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.5M
4
RCM
Riverhead Capital Management
Delaware
-$11M
5
KCM
Kennedy Capital Management
Missouri
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
126
KBC Group
Belgium
$624K – – –
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$613K +$407K +11,730 +169%
CONA
128
Capital One National Association
New York
$612K +$20.1K +579 +3%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$591K -$1.47M -42,498 -70%
BPM
130
Bowling Portfolio Management
Ohio
$570K +$602K +17,352 New
SIM
131
Strategic Investment Management
Virginia
$548K +$90.7K +2,616 +19%
FCBT
132
First Citizens Bank & Trust
North Carolina
$536K -$243K -6,993 -30%
AIM
133
Alambic Investment Management
California
$535K +$138K +3,990 +32%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$524K +$554K +15,960 New
HIM
135
Hillsdale Investment Management
Ontario, Canada
$523K – – –
IIM
136
Ironwood Investment Management
Massachusetts
$517K -$115K -3,327 -17%
PP
137
Paloma Partners
Connecticut
$512K +$541K +15,600 New
AG
138
Advisor Group
Arizona
$500K +$77K +2,220 +17%
VFA
139
Virtus Fund Advisers
Connecticut
$468K -$169K -4,860 -25%
USAA
140
United Services Automobile Association
Texas
$447K +$12.5K +360 +3%
WRM
141
Weybosset Research & Management
Rhode Island
$443K – – –
NIT
142
NumerixS Investment Technologies
British Columbia, Canada
$443K +$385K +11,100 +463%
CGH
143
Crossmark Global Holdings
Texas
$424K +$449K +12,960 New
AA
144
ALPS Advisors
Colorado
$417K -$88K -2,538 -17%
MSA
145
Mason Street Advisors
Wisconsin
$412K +$22.1K +636 +5%
SB
146
Suntrust Banks
Georgia
$412K +$37K +1,068 +9%
AW
147
Alpha Windward
Massachusetts
$402K +$425K +12,240 New
YMRC
148
Yorktown Management & Research Company
Virginia
$394K – – –
QC
149
Quadrature Capital
United Kingdom
$392K +$414K +11,949 New
LA
150
Lucus Advisors
New York
$390K +$9.99K +288 +2%
4 5
6
7 8

UFPI Hedge Fund Activity: Q3 2016 in Review

218 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2016, worth a combined $1.63B — up 3.3% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UFPI positions and 22 closed out — a net gain of 6 holders — while 83 added to existing stakes and 71 trimmed.

The largest buyer was Copper Rock Capital Partners, adding an estimated $24.2M. The largest seller was Franklin Resources, cutting an estimated $41.1M.

  • 218 institutional investors held UFP Industries (UFPI) as of Q3 2016, up from 214 in Q2 2016.
  • Funds reported $1.63B of UFP Industries stock for Q3 2016, up 3.3% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q3 2016 and 22 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2016 was Copper Rock Capital Partners, an estimated $24.2M added.
  • The largest UFP Industries seller in Q3 2016 was Franklin Resources, an estimated $41.1M sold.

Based on aggregated 13F filings for Q3 2016.