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UFP Industries

215 hedge funds and large institutions have $1.86B invested in UFP Industries in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $3.21M

15% more capital invested

Capital invested by funds: $1.62B → $1.86B (+$238M)

11% more funds holding

Funds holding: 194215 (+21)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

161.94% less ownership

Funds ownership: 242.72%80.78% (-162%)

Holders
215
Holders Change
+21
Holders Change %
+10.82%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
45
Increased
66
Reduced
69
Closed
23
Calls
$4.27M
Puts
$3.21M
Net Calls
+$1.06M
Net Calls Change
-$458K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Virtus Fund Advisers
Connecticut
$302K -$155K -4,220 -34%
WIM
152
Wilen Investment Management
Florida
$300K -$22.1K -600 -7%
NPPM
153
North Point Portfolio Managers
Ohio
$293K
Grantham, Mayo, Van Otterloo & Co (GMO)
154
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$271K
TAM
155
Tocqueville Asset Management
New York
$271K +$265K +7,200 New
PA
156
Profund Advisors
Maryland
$268K -$30.3K -823 -10%
FCM
157
Flinton Capital Management
Pennsylvania
$267K +$50.4K +1,372 +24%
EMB
158
Elefante Mark B
$265K +$259K +7,050 New
VRS
159
Virginia Retirement Systems
Virginia
$256K -$687K -18,700 -73%
PM
160
Parametrica Management
Hong Kong
$254K -$193K -5,249 -44%
OIA
161
Optimum Investment Advisors
Illinois
$249K
RCM
162
Riverhead Capital Management
Delaware
$238K +$39.3K +1,070 +20%
FCBT
163
First Citizens Bank & Trust
North Carolina
$230K -$5.18K -141 -2%
SCM
164
Shelton Capital Management
Colorado
$228K +$223K +6,063 New
XK
165
Xact Kapitalforvaltning
Sweden
$226K +$220K +5,995 New
KI
166
Koch Industries
Kansas
$216K +$211K +5,737 New
LPL Financial
167
LPL Financial
California
$210K +$206K +5,595 New
TAM
168
Tyers Asset Management
Texas
$209K +$39.6K +1,078 +24%
SF
169
Synovus Financial
Georgia
$207K +$202K +5,505 New
AIP
170
Ameritas Investment Partners
Nebraska
$193K
DAM
171
Delta Asset Management
Tennessee
$179K
GHCM
172
Glen Harbor Capital Management
California
$152K +$28.8K +784 +24%
SG Americas Securities
173
SG Americas Securities
New York
$141K -$302K -8,208 -69%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$111K +$39.1K +1,064 +57%
II
175
Inspire Investing
Idaho
$100K +$98K +2,666 New

UFPI Hedge Fund Activity: Q4 2017 in Review

215 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2017, worth a combined $1.86B — up 15% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UFPI positions and 23 closed out — a net gain of 22 holders — while 66 added to existing stakes and 69 trimmed.

The largest buyer was Prudential Financial, adding an estimated $28.2M. The largest seller was Pictet Asset Management (UK), cutting an estimated $23.7M.

  • 215 institutional investors held UFP Industries (UFPI) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.86B of UFP Industries stock for Q4 2017, up 15% quarter-over-quarter.
  • 45 funds opened new UFP Industries positions in Q4 2017 and 23 closed out, a net change of +22 holders.
  • The largest UFP Industries buyer in Q4 2017 was Prudential Financial, an estimated $28.2M added.
  • The largest UFP Industries seller in Q4 2017 was Pictet Asset Management (UK), an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2017.