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UFP Industries

238 hedge funds and large institutions have $1.89B invested in UFP Industries in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.58% more ownership

Funds ownership: 81.49%82.07% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

4% less call options, than puts

Call options by funds: $729K | Put options by funds: $762K

12% less funds holding

Funds holding: 271238 (-33)

21% less capital invested

Capital invested by funds: $2.39B → $1.89B (-$501M)

57% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 54

Holders
238
Holders Change
-33
Holders Change %
-12.18%
% of All Funds
5.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
89
Reduced
91
Closed
54
Calls
$729K
Puts
$762K
Net Calls
-$33K
Net Calls Change
-$912K
Name Holding Trade Value Shares
Change
Change in
Stake
CEP
151
Chicago Equity Partners
Illinois
$481K -$703K -15,305 -54%
Canada Pension Plan Investment Board
152
Canada Pension Plan Investment Board
Ontario, Canada
$475K +$586K +12,770 New
EGM
153
Engineers Gate Manager
New York
$468K +$212K +4,608 +58%
Stifel Financial
154
Stifel Financial
Missouri
$464K -$12.2M -264,581 -96%
Wellington Management Group
155
Wellington Management Group
Massachusetts
$443K -$1.45M -31,538 -73%
YMRC
156
Yorktown Management & Research Company
Virginia
$441K +$172K +3,750 +46%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$439K -$107K -2,329 -17%
Truist Financial
158
Truist Financial
North Carolina
$432K -$54K -1,175 -9%
PPCM
159
Pillar Pacific Capital Management
California
$426K +$115K +2,500 +28%
Osaic Holdings
160
Osaic Holdings
Arizona
$415K +$513K +11,175 New
AB
161
Amalgamated Bank
New York
$409K -$13.7K -299 -3%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$398K -$3.44K -75 -0.7%
CGH
163
Crossmark Global Holdings
Texas
$383K
SGAM
164
Smith Group Asset Management
Texas
$382K -$23.9K -520 -5%
BAM
165
Baldrige Asset Management
Pennsylvania
$359K
ECM
166
Everence Capital Management
Indiana
$348K +$64.8K +1,410 +18%
SAM
167
Sawgrass Asset Management
Florida
$323K +$59.5K +1,295 +18%
Connor, Clark & Lunn Investment Management (CC&L)
168
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$308K -$494K -10,750 -57%
SAM
169
Shell Asset Management
Netherlands
$300K -$5.7K -124 -2%
FIM
170
Freedom Investment Management
Connecticut
$296K +$34.2K +745 +14%
OAC
171
OMERS Administration Corp
Ontario, Canada
$294K +$363K +7,900 New
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$292K +$308K +6,711 +592%
MFG
173
Magnus Financial Group
New York
$287K +$28.6K +622 +9%
UFF
174
USA Financial Formulas
Michigan
$272K +$337K +7,327 New
CI
175
Cigna Investments
Connecticut
$259K +$321K +6,992 New

UFPI Hedge Fund Activity: Q1 2020 in Review

238 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2020, worth a combined $1.89B — down 21% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UFPI and 23 opened new positions — a net loss of 31 holders — while 91 trimmed existing stakes and 89 added.

The largest buyer was Victory Capital Management, adding an estimated $75.2M. The largest seller was BlackRock, cutting an estimated $16.4M.

  • 238 institutional investors held UFP Industries (UFPI) as of Q1 2020, down from 271 in Q4 2019.
  • Funds reported $1.89B of UFP Industries stock for Q1 2020, down 21% quarter-over-quarter.
  • 23 funds opened new UFP Industries positions in Q1 2020 and 54 closed out, a net change of -31 holders.
  • The largest UFP Industries buyer in Q1 2020 was Victory Capital Management, an estimated $75.2M added.
  • The largest UFP Industries seller in Q1 2020 was BlackRock, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2020.