UFP Industries
UFPI
143 hedge funds and large institutions have $866M invested in UFP Industries in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
23% more capital invested
Capital invested by funds: $702M → $866M (+$165M)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
2% less funds holding
Funds holding: 146 → 143 (-3)
34% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 59
91% less call options, than puts
Call options by funds: $112K | Put options by funds: $1.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.34M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$5.69M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.57M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$2.5M |
| 5 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.2M |
| 2 |
CCM
Century Capital Management
Boston,
Massachusetts
|
-$5.08M |
| 3 |
GAM
Gotham Asset Management
New York
|
-$4.02M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$3.37M |
| 5 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$2.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMG
151
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$312K | -21,900 | Closed |
|
152
Capital Fund Management (CFM)
Paris,
France
| – | -$231K | -16,200 | Closed |
|
|
YMRC
153
Yorktown Management & Research Company
Forest,
Virginia
| – | -$214K | -15,000 | Closed |
|
|
IMS
154
Index Management Solutions
Philadelphia,
Pennsylvania
| – | -$202K | -14,196 | Closed |
|
155
BNP Paribas Financial Markets
Paris,
France
| – | -$101K | -7,095 | Closed |
|
|
FQ
156
First Quadrant
Glendale,
California
| – | -$51K | -3,600 | Closed |
|
|
PTC
157
Private Trust Company
Cleveland,
Ohio
| – | -$2K | -165 | Closed |
|
UFPI Hedge Fund Activity: Q4 2014 in Review
143 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2014, worth a combined $866M — up 23% from $702M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of UFPI and 14 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 39 added.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $7.34M. The largest seller was T. Rowe Price Associates, cutting an estimated $12.2M.
- 143 institutional investors held UFP Industries (UFPI) as of Q4 2014, down from 146 in Q3 2014.
- Funds reported $866M of UFP Industries stock for Q4 2014, up 23% quarter-over-quarter.
- 14 funds opened new UFP Industries positions in Q4 2014 and 15 closed out, a net change of -1 holder.
- The largest UFP Industries buyer in Q4 2014 was Fidelity Investments, an estimated $7.34M added.
- The largest UFP Industries seller in Q4 2014 was T. Rowe Price Associates, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2014.