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UFP Industries
UFPI

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: 137 → 146 (+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

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$11.7M
2
GAM
Gotham Asset Management
New York
+$5.63M
3
TC
TFS Capital
Pennsylvania
+$3.65M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$3.2M
5
ZIM
ZPR Investment Management
Florida
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
CCM
Century Capital Management
Massachusetts
-$18M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.96M
3
Norges Bank
Norges Bank
Norway
-$6.56M
4
BFA
BlackRock Fund Advisors
California
-$2.83M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
151
AJO LP
Pennsylvania
– -$275K -17,100 Closed
ACI
152
AMP Capital Investors
Australia
– -$258K -16,164 Closed
HIS
153
Horizon Investment Services
Indiana
– -$236K -14,655 Closed
NCCM
154
Nine Chapters Capital Management
New Jersey
– -$222K -13,800 Closed
AL
155
Airain Ltd
Guernsey
– -$221K -13,743 Closed
WRM
156
Weybosset Research & Management
Rhode Island
– -$217K -13,500 Closed
WIM
157
Wilen Investment Management
Florida
– -$210K -13,257 Closed
TAM
158
Tocqueville Asset Management
New York
– -$72K -4,500 Closed
LTFS
159
Ladenburg Thalmann Financial Services
Florida
– -$19K -1,200 Closed
BRWA
160
B. Riley Wealth Advisors
Florida
– -$285 -18 Closed
3 4 5 6
7

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.