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UFP Industries
UFPI

217 hedge funds and large institutions have $1.84B invested in UFP Industries in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 60

20% more call options, than puts

Call options by funds: $812K | Put options by funds: $677K

15% more capital invested

Capital invested by funds: $1.6B → $1.84B (+$235M)

0.83% more ownership

Funds ownership: 80.62% → 81.45% (+0.83%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 220 → 217 (-3)

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
78
Reduced
60
Closed
30
Calls
$812K
Puts
$677K
Net Calls
+$135K
Net Calls Change
+$589K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$32.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$22.1M
3
SCM
SG Capital Management
Illinois
+$10.4M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$8.34M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$6.9M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$23.1M
2
Franklin Resources
Franklin Resources
California
-$22.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$7.56M
5
GAM
Gotham Asset Management
New York
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
126
Commerce Bank
Missouri
$572K -$9.11K -260 -2%
Los Angeles Capital Management
127
Los Angeles Capital Management
California
$561K – – –
SRAM
128
Stone Ridge Asset Management
New York
$550K +$47.5K +1,355 +10%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$546K +$67.8K +1,936 +15%
PIA
130
Piedmont Investment Advisors
North Carolina
$524K +$43.1K +1,231 +9%
KeyBank National Association
131
KeyBank National Association
Ohio
$487K +$466K +13,298 New
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$477K +$456K +13,018 New
HH
133
Hilltop Holdings
Texas
$463K +$443K +12,657 New
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$455K -$40.1K -1,145 -8%
PA
135
Profund Advisors
Maryland
$455K +$94.3K +2,691 +28%
FIM
136
Freedom Investment Management
Connecticut
$442K -$19.7K -563 -4%
XK
137
Xact Kapitalforvaltning
Sweden
$432K – – –
MCM
138
Matarin Capital Management
New York
$426K +$407K +11,625 New
Canada Pension Plan Investment Board
139
Canada Pension Plan Investment Board
Ontario, Canada
$395K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$392K – – –
Holocene Advisors
141
Holocene Advisors
New York
$390K +$373K +10,659 New
CSS
142
Cubist Systematic Strategies
Connecticut
$375K -$686K -19,583 -66%
Citigroup
143
Citigroup
New York
$370K -$348K -9,925 -50%
ProShare Advisors
144
ProShare Advisors
Maryland
$362K +$11.1K +317 +3%
PPCM
145
Pillar Pacific Capital Management
California
$361K +$5.61K +160 +2%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$358K +$55.2K +1,576 +19%
AB
147
Amalgamated Bank
New York
$353K +$35.7K +1,020 +12%
RQS
148
Ramsey Quantitative Systems
Kentucky
$347K +$17.4K +496 +6%
FRM
149
Fox Run Management
Connecticut
$346K +$76K +2,170 +30%
CGH
150
Crossmark Global Holdings
Texas
$342K -$4.55K -130 -1%
4 5
6
7 8

UFPI Hedge Fund Activity: Q2 2018 in Review

217 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2018, worth a combined $1.84B — up 15% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of UFPI and 28 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $32.9M. The largest seller was Millennium Management, cutting an estimated $23.1M.

  • 217 institutional investors held UFP Industries (UFPI) as of Q2 2018, down from 220 in Q1 2018.
  • Funds reported $1.84B of UFP Industries stock for Q2 2018, up 15% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q2 2018 and 30 closed out, a net change of -2 holders.
  • The largest UFP Industries buyer in Q2 2018 was BlackRock, an estimated $32.9M added.
  • The largest UFP Industries seller in Q2 2018 was Millennium Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q2 2018.