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UFP Industries

172 hedge funds and large institutions have $949M invested in UFP Industries in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

11% more capital invested

Capital invested by funds: $855M → $949M (+$93.9M)

10% more funds holding

Funds holding: 156172 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

32% less call options, than puts

Call options by funds: $651K | Put options by funds: $953K

Holders
172
Holders Change
+16
Holders Change %
+10.26%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
64
Reduced
53
Closed
18
Calls
$651K
Puts
$953K
Net Calls
-$302K
Net Calls Change
-$646K
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
151
Delta Asset Management
Tennessee
$91K
MOACM
152
Mutual of America Capital Management
New York
$56K
BlackRock
153
BlackRock
New York
$51K +$6.21K +312 +13%
PG
154
PEAK6 Group
Illinois
$51K +$53.1K +2,670 New
US Bancorp
155
US Bancorp
Minnesota
$48K +$1.67K +84 +3%
LIA
156
LS Investment Advisors
Michigan
$39K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$32K +$1.13K +57 +4%
FMA
158
FNY Managed Accounts
New York
$28.8K +$29.8K +1,500 New
QT
159
Quantbot Technologies
New York
$28K -$83.5K -4,194 -74%
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$28K
CIM
161
Cambria Investment Management
California
$22K +$22.3K +1,122 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$21K -$30.3K -1,524 -58%
CF
163
CenterStar Fund
Illinois
$17K
RIA
164
Regal Investment Advisors
Michigan
$17K +$17.9K +900 New
FHA
165
First Horizon Advisors
Tennessee
$14K
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$14K +$5.85K +294 +65%
MGIA
167
Moneta Group Investment Advisors
Missouri
$12K +$11.9K +600 New
GAM
168
Gemmer Asset Management
California
$9K
Walleye Trading
169
Walleye Trading
New York
$6K +$5.97K +300 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.79K +90 New
SIM
171
Sonora Investment Management
Arizona
$2K +$1.97K +99 New
MFS
172
MSI Financial Services
Massachusetts
$1K
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$724 +$17.7K +891 +2%
PAMP
174
Polar Asset Management Partners
Ontario, Canada
-$9.11M -525,000 Closed
BGIM
175
Brandywine Global Investment Management
Pennsylvania
-$3.02M -174,345 Closed

UFPI Hedge Fund Activity: Q3 2015 in Review

172 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2015, worth a combined $949M — up 11% from $855M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UFPI positions and 18 closed out — a net gain of 17 holders — while 64 added to existing stakes and 53 trimmed.

The largest buyer was Covalent Partners, opening a new position worth an estimated $12.1M. The largest seller was Heartland Advisors, cutting an estimated $34.3M.

  • 172 institutional investors held UFP Industries (UFPI) as of Q3 2015, up from 156 in Q2 2015.
  • Funds reported $949M of UFP Industries stock for Q3 2015, up 11% quarter-over-quarter.
  • 35 funds opened new UFP Industries positions in Q3 2015 and 18 closed out, a net change of +17 holders.
  • The largest UFP Industries buyer in Q3 2015 was Covalent Partners, an estimated $12.1M added.
  • The largest UFP Industries seller in Q3 2015 was Heartland Advisors, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2015.