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UFP Industries

203 hedge funds and large institutions have $1.65B invested in UFP Industries in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $1.73M

3.27% more ownership

Funds ownership: 243.9%247.18% (+3.3%)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

2% less capital invested

Capital invested by funds: $1.69B → $1.65B (-$38.7M)

2% less funds holding

Funds holding: 208203 (-5)

21% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 85

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
67
Reduced
85
Closed
22
Calls
$2.83M
Puts
$1.73M
Net Calls
+$1.1M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
151
Vident Investment Advisory
Georgia
$251K -$2.03M -60,822 -89%
CG
152
Clinton Group
New York
$247K +$251K +7,509 New
YMRC
153
Yorktown Management & Research Company
Virginia
$246K
WRM
154
Weybosset Research & Management
Rhode Island
$238K -$149K -4,455 -38%
MJP
155
Michael J. Puzo
$236K -$35.1K -1,050 -13%
FIM
156
Freedom Investment Management
Connecticut
$232K -$702 -21 -0.3%
RA
157
Rational Advisors
New York
$222K -$376K -11,250 -63%
SOADOR
158
State of Alaska Department of Revenue
Alaska
$221K +$5.01K +150 +2%
VAM
159
Verity Asset Management
North Carolina
$215K +$219K +6,555 New
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$205K
MC
161
Moors & Cabot
Massachusetts
$202K +$205K +6,150 New
SF
162
Synovus Financial
Georgia
$181K
AIP
163
Ameritas Investment Partners
Nebraska
$169K +$172K +5,136 New
DAM
164
Delta Asset Management
Tennessee
$156K
SG Americas Securities
165
SG Americas Securities
New York
$152K +$55K +1,647 +55%
QT
166
Quantbot Technologies
New York
$140K +$46.1K +1,380 +48%
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$135K -$4.41K -132 -3%
NA
168
Neuburgh Advisers
California
$117K -$10.2K -306 -8%
FCM
169
Flinton Capital Management
Pennsylvania
$97K -$8.42K -252 -8%
RCM
170
Riverhead Capital Management
Delaware
$89K
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$85K -$3.31K -99 -4%
TAM
172
Tyers Asset Management
Texas
$76K -$6.62K -198 -8%
LIA
173
LS Investment Advisors
Michigan
$74K -$4.01K -120 -5%
LTFS
174
Ladenburg Thalmann Financial Services
Florida
$69K -$48.2K -1,443 -41%
OAM
175
Oppenheimer Asset Management
New York
$64K +$65K +1,947 New

UFPI Hedge Fund Activity: Q1 2017 in Review

203 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2017, worth a combined $1.65B — down 2.3% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UFPI positions and 22 closed out — a net gain of 2 holders — while 67 added to existing stakes and 85 trimmed.

The largest buyer was BlackRock, adding an estimated $318M. The largest seller was Acadian Asset Management, cutting an estimated $16.1M.

  • 203 institutional investors held UFP Industries (UFPI) as of Q1 2017, down from 208 in Q4 2016.
  • Funds reported $1.65B of UFP Industries stock for Q1 2017, down 2.3% quarter-over-quarter.
  • 24 funds opened new UFP Industries positions in Q1 2017 and 22 closed out, a net change of +2 holders.
  • The largest UFP Industries buyer in Q1 2017 was BlackRock, an estimated $318M added.
  • The largest UFP Industries seller in Q1 2017 was Acadian Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2017.