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UFP Industries

218 hedge funds and large institutions have $1.63B invested in UFP Industries in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

17% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 71

2% more funds holding

Funds holding: 214218 (+4)

3% more capital invested

Capital invested by funds: $1.58B → $1.63B (+$51.8M)

26% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $6.55M

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
71
Closed
22
Calls
$4.85M
Puts
$6.55M
Net Calls
-$1.7M
Net Calls Change
+$124K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
176
Amalgamated Bank
New York
$227K +$104 +3 +0%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$222K -$57.9K -1,668 -20%
PA
178
Profund Advisors
Maryland
$219K -$11.9K -342 -5%
HSBC Holdings
179
HSBC Holdings
United Kingdom
$218K
TC
180
TFS Capital
Pennsylvania
$212K -$660K -19,038 -75%
BJ
181
BlackRock Japan
Japan
$207K +$61.2K +1,764 +39%
SF
182
Synovus Financial
Georgia
$181K +$128K +3,705 +206%
DAM
183
Delta Asset Management
Tennessee
$156K
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$125K +$35.4K +1,020 +37%
Victory Capital Management
185
Victory Capital Management
Texas
$113K -$1.46K -42 -1%
IR
186
Invictus RG
Bermuda
$104K -$367K -10,569 -77%
RCM
187
Riverhead Capital Management
Delaware
$89K -$11M -316,506 -99%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$88K
AIM
189
Acrospire Investment Management
Illinois
$77K -$31.2K -900 -28%
LIA
190
LS Investment Advisors
Michigan
$75K +$2.6K +75 +3%
DekaBank Deutsche Girozentrale
191
DekaBank Deutsche Girozentrale
Germany
$63K +$66K +1,902 New
MOACM
192
Mutual of America Capital Management
New York
$57K
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$50K +$7.39K +213 +16%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$49K
AssetMark Inc
195
AssetMark Inc
California
$44K -$416 -12 -0.9%
Fuller & Thaler Asset Management
196
Fuller & Thaler Asset Management
California
$39K -$104K -3,000 -71%
VCM
197
Versant Capital Management
Arizona
$33K -$5.41K -156 -13%
PCM
198
Prelude Capital Management
New York
$32K -$178K -5,133 -84%
US Bancorp
199
US Bancorp
Minnesota
$28K -$10.1K -291 -25%
SWA
200
Sutton Wealth Advisors
Florida
$24.4K

UFPI Hedge Fund Activity: Q3 2016 in Review

218 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2016, worth a combined $1.63B — up 3.3% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UFPI positions and 22 closed out — a net gain of 6 holders — while 83 added to existing stakes and 71 trimmed.

The largest buyer was Copper Rock Capital Partners, adding an estimated $24.2M. The largest seller was Franklin Resources, cutting an estimated $41.1M.

  • 218 institutional investors held UFP Industries (UFPI) as of Q3 2016, up from 214 in Q2 2016.
  • Funds reported $1.63B of UFP Industries stock for Q3 2016, up 3.3% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q3 2016 and 22 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2016 was Copper Rock Capital Partners, an estimated $24.2M added.
  • The largest UFP Industries seller in Q3 2016 was Franklin Resources, an estimated $41.1M sold.

Based on aggregated 13F filings for Q3 2016.