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UFP Industries

212 hedge funds and large institutions have $1.8B invested in UFP Industries in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $663K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.02% more ownership

Funds ownership: 81.45%82.47% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

2% less capital invested

Capital invested by funds: $1.84B → $1.8B (-$40.2M)

2% less funds holding

Funds holding: 217212 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
77
Reduced
71
Closed
23
Calls
$1.17M
Puts
$663K
Net Calls
+$507K
Net Calls Change
+$372K
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
126
Freedom Investment Management
Connecticut
$435K -$14.6K -395 -3%
N
127
Nuveen
North Carolina
$428K -$510K -13,836 -53%
XK
128
Xact Kapitalforvaltning
Sweden
$417K
FRM
129
Fox Run Management
Connecticut
$399K +$67.6K +1,833 +19%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$398K -$644K -17,472 -61%
PA
131
Profund Advisors
Maryland
$389K -$52.2K -1,415 -11%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$378K
NA
133
Neuburgh Advisers
California
$357K +$55.2K +1,496 +17%
Janus Henderson Group
134
Janus Henderson Group
United Kingdom
$357K +$372K +10,091 New
RQS
135
Ramsey Quantitative Systems
Kentucky
$351K +$16.7K +453 +5%
SCM
136
SG Capital Management
Illinois
$348K -$10.6M -286,415 -97%
PPCM
137
Pillar Pacific Capital Management
California
$348K
CGH
138
Crossmark Global Holdings
Texas
$332K +$2.21K +60 +0.6%
SAM
139
Shell Asset Management
Netherlands
$329K
JG
140
Jefferies Group
New York
$329K +$113K +3,052 +49%
ProShare Advisors
141
ProShare Advisors
Maryland
$314K -$36.6K -993 -10%
AG
142
Advisor Group
Arizona
$308K +$13.2K +357 +4%
VIA
143
Vident Investment Advisory
Georgia
$297K +$310K +8,401 New
FCM
144
Flinton Capital Management
Pennsylvania
$294K +$45.4K +1,232 +17%
YMRC
145
Yorktown Management & Research Company
Virginia
$286K
BCM
146
BlueCrest Capital Management
Jersey
$283K +$295K +7,999 New
WIM
147
Wilen Investment Management
Florida
$280K
NPPM
148
North Point Portfolio Managers
Ohio
$276K
VRS
149
Virginia Retirement Systems
Virginia
$272K
Rafferty Asset Management
150
Rafferty Asset Management
New York
$266K -$62K -1,680 -18%

UFPI Hedge Fund Activity: Q3 2018 in Review

212 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2018, worth a combined $1.8B — down 2.2% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UFPI and 19 opened new positions — a net loss of 4 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $34M. The largest seller was SG Capital Management, cutting an estimated $10.6M.

  • 212 institutional investors held UFP Industries (UFPI) as of Q3 2018, down from 217 in Q2 2018.
  • Funds reported $1.8B of UFP Industries stock for Q3 2018, down 2.2% quarter-over-quarter.
  • 19 funds opened new UFP Industries positions in Q3 2018 and 23 closed out, a net change of -4 holders.
  • The largest UFP Industries buyer in Q3 2018 was Victory Capital Management, an estimated $34M added.
  • The largest UFP Industries seller in Q3 2018 was SG Capital Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2018.