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UFP Industries

212 hedge funds and large institutions have $1.8B invested in UFP Industries in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $663K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.02% more ownership

Funds ownership: 81.45%82.47% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

2% less capital invested

Capital invested by funds: $1.84B → $1.8B (-$40.2M)

2% less funds holding

Funds holding: 217212 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
77
Reduced
71
Closed
23
Calls
$1.17M
Puts
$663K
Net Calls
+$507K
Net Calls Change
+$372K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
151
Moors & Cabot
Massachusetts
$266K +$281K +7,625 New
RCM
152
Riverhead Capital Management
Delaware
$262K +$40.6K +1,100 +17%
HI
153
HBK Investments
Texas
$257K -$325K -8,822 -55%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$256K -$190K -5,165 -42%
TAM
155
Tocqueville Asset Management
New York
$254K
Squarepoint
156
Squarepoint
New York
$244K +$254K +6,894 New
OIA
157
Optimum Investment Advisors
Illinois
$234K
FCBT
158
First Citizens Bank & Trust
North Carolina
$231K -$1.07K -29 -0.4%
TAM
159
Tyers Asset Management
Texas
$231K +$35.7K +968 +17%
AP
160
Advisor Partners
California
$224K -$6.38K -173 -3%
SCM
161
Shelton Capital Management
Colorado
$214K
EMB
162
Elefante Mark B
$207K -$27.7K -750 -11%
BLA
163
Balter Liquid Alternatives
Massachusetts
$199K +$208K +5,630 New
SF
164
Synovus Financial
Georgia
$194K
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$186K -$597K -16,200 -75%
AIP
166
Ameritas Investment Partners
Nebraska
$181K
FHB
167
First Hawaiian Bank
Hawaii
$170K +$178K +4,815 New
DAM
168
Delta Asset Management
Tennessee
$168K
GHCM
169
Glen Harbor Capital Management
California
$168K +$26K +704 +17%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$142K
NIT
171
NumerixS Investment Technologies
British Columbia, Canada
$141K +$95.9K +2,600 +186%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$121K +$11.1K +301 +10%
AIM
173
Assured Investment Management
New York
$113K -$604K -16,367 -84%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$91K -$553 -15 -0.6%
US Bancorp
175
US Bancorp
Minnesota
$90K +$33.2K +900 +55%

UFPI Hedge Fund Activity: Q3 2018 in Review

212 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2018, worth a combined $1.8B — down 2.2% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UFPI and 19 opened new positions — a net loss of 4 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $34M. The largest seller was SG Capital Management, cutting an estimated $10.6M.

  • 212 institutional investors held UFP Industries (UFPI) as of Q3 2018, down from 217 in Q2 2018.
  • Funds reported $1.8B of UFP Industries stock for Q3 2018, down 2.2% quarter-over-quarter.
  • 19 funds opened new UFP Industries positions in Q3 2018 and 23 closed out, a net change of -4 holders.
  • The largest UFP Industries buyer in Q3 2018 was Victory Capital Management, an estimated $34M added.
  • The largest UFP Industries seller in Q3 2018 was SG Capital Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2018.