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UFP Industries
UFPI

217 hedge funds and large institutions have $1.84B invested in UFP Industries in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 60

20% more call options, than puts

Call options by funds: $812K | Put options by funds: $677K

15% more capital invested

Capital invested by funds: $1.6B → $1.84B (+$235M)

0.83% more ownership

Funds ownership: 80.62% → 81.45% (+0.83%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 220 → 217 (-3)

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
78
Reduced
60
Closed
30
Calls
$812K
Puts
$677K
Net Calls
+$135K
Net Calls Change
+$589K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$32.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$22.1M
3
SCM
SG Capital Management
Illinois
+$10.4M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$8.34M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$6.9M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$23.1M
2
Franklin Resources
Franklin Resources
California
-$22.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$7.56M
5
GAM
Gotham Asset Management
New York
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
151
Shell Asset Management
Netherlands
$341K -$18.7K -533 -5%
Rafferty Asset Management
152
Rafferty Asset Management
New York
$337K -$73.2K -2,090 -19%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$326K +$312K +8,894 New
NA
154
Neuburgh Advisers
California
$315K – – –
AG
155
Advisor Group
Arizona
$306K -$1.19K -34 -0.4%
YMRC
156
Yorktown Management & Research Company
Virginia
$297K – – –
WIM
157
Wilen Investment Management
Florida
$290K – – –
NPPM
158
North Point Portfolio Managers
Ohio
$286K – – –
VRS
159
Virginia Retirement Systems
Virginia
$282K +$270K +7,700 New
TAM
160
Tocqueville Asset Management
New York
$264K – – –
Macquarie Group
161
Macquarie Group
Australia
$264K +$133K +3,800 +112%
FCM
162
Flinton Capital Management
Pennsylvania
$259K – – –
OIA
163
Optimum Investment Advisors
Illinois
$243K – – –
EMB
164
Elefante Mark B
$242K – – –
FCBT
165
First Citizens Bank & Trust
North Carolina
$240K +$7.92K +226 +4%
AP
166
Advisor Partners
California
$239K +$228K +6,521 New
RCM
167
Riverhead Capital Management
Delaware
$231K – – –
JG
168
Jefferies Group
New York
$229K +$219K +6,254 New
SCM
169
Shelton Capital Management
Colorado
$222K +$212K +6,063 New
LPL Financial
170
LPL Financial
California
$208K +$199K +5,693 New
TAM
171
Tyers Asset Management
Texas
$204K – – –
SF
172
Synovus Financial
Georgia
$202K – – –
AIP
173
Ameritas Investment Partners
Nebraska
$188K – – –
DAM
174
Delta Asset Management
Tennessee
$174K – – –
GHCM
175
Glen Harbor Capital Management
California
$148K – – –
5 6
7
8 9

UFPI Hedge Fund Activity: Q2 2018 in Review

217 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2018, worth a combined $1.84B — up 15% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of UFPI and 28 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $32.9M. The largest seller was Millennium Management, cutting an estimated $23.1M.

  • 217 institutional investors held UFP Industries (UFPI) as of Q2 2018, down from 220 in Q1 2018.
  • Funds reported $1.84B of UFP Industries stock for Q2 2018, up 15% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q2 2018 and 30 closed out, a net change of -2 holders.
  • The largest UFP Industries buyer in Q2 2018 was BlackRock, an estimated $32.9M added.
  • The largest UFP Industries seller in Q2 2018 was Millennium Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q2 2018.