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UFP Industries

197 hedge funds and large institutions have $1.43B invested in UFP Industries in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

13% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $3.79M

3% less funds holding

Funds holding: 203197 (-6)

8.18% less ownership

Funds ownership: 247.18%238.99% (-8.2%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

14% less capital invested

Capital invested by funds: $1.65B → $1.43B (-$223M)

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
73
Reduced
62
Closed
37
Calls
$4.3M
Puts
$3.79M
Net Calls
+$508K
Net Calls Change
-$590K
Name Holding Trade Value Shares
Change
Change in
Stake
NPPM
151
North Point Portfolio Managers
Ohio
$227K
VIA
152
Vident Investment Advisory
Georgia
$225K +$2.73K +90 +1%
YMRC
153
Yorktown Management & Research Company
Virginia
$218K
WRM
154
Weybosset Research & Management
Rhode Island
$211K
Grantham, Mayo, Van Otterloo & Co (GMO)
155
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$210K -$27.4K -900 -11%
MJP
156
Michael J. Puzo
$210K
OIA
157
Optimum Investment Advisors
Illinois
$210K +$220K +7,230 New
FCBT
158
First Citizens Bank & Trust
North Carolina
$206K -$41.5K -1,365 -16%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$185K -$433K -14,262 -69%
NA
160
Neuburgh Advisers
California
$175K +$74.4K +2,448 +69%
CG
161
Cutler Group
California
$174K +$182K +5,994 New
AIP
162
Ameritas Investment Partners
Nebraska
$149K
FCM
163
Flinton Capital Management
Pennsylvania
$144K +$61.3K +2,016 +69%
RCM
164
Riverhead Capital Management
Delaware
$140K +$63.6K +2,094 +78%
DAM
165
Delta Asset Management
Tennessee
$138K
TAM
166
Tyers Asset Management
Texas
$113K +$48.1K +1,584 +69%
GHCM
167
Glen Harbor Capital Management
California
$82K +$35K +1,152 +69%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$74K -$547 -18 -0.7%
LIA
169
LS Investment Advisors
Michigan
$66K
OAM
170
Oppenheimer Asset Management
New York
$58K +$1.64K +54 +3%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$55K -$133K -4,380 -70%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$55K +$10.5K +345 +23%
US Bancorp
173
US Bancorp
Minnesota
$48K +$2.28K +75 +5%
IDBONY
174
Israel Discount Bank of New York
New York
$47K -$1.37K -45 -3%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$44K

UFPI Hedge Fund Activity: Q2 2017 in Review

197 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2017, worth a combined $1.43B — down 14% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UFPI and 32 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Covalent Partners, opening a new position worth an estimated $24.6M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $26.1M sold.

  • 197 institutional investors held UFP Industries (UFPI) as of Q2 2017, down from 203 in Q1 2017.
  • Funds reported $1.43B of UFP Industries stock for Q2 2017, down 14% quarter-over-quarter.
  • 32 funds opened new UFP Industries positions in Q2 2017 and 37 closed out, a net change of -5 holders.
  • The largest UFP Industries buyer in Q2 2017 was Covalent Partners, an estimated $24.6M added.
  • The largest UFP Industries seller in Q2 2017 was Copper Rock Capital Partners, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2017.