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UFP Industries
UFPI

197 hedge funds and large institutions have $1.43B invested in UFP Industries in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

13% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $3.79M

3% less funds holding

Funds holding: 203 → 197 (-6)

8.18% less ownership

Funds ownership: 247.18% → 238.99% (-8.2%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

14% less capital invested

Capital invested by funds: $1.65B → $1.43B (-$223M)

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
73
Reduced
62
Closed
37
Calls
$4.3M
Puts
$3.79M
Net Calls
+$508K
Net Calls Change
-$590K

Top Buyers

Rank Fund Capital Flow
1
CP
Covalent Partners
Massachusetts
+$24.6M
2
Deutsche Bank
Deutsche Bank
Germany
+$10.8M
3
Millennium Management
Millennium Management
New York
+$9.79M
4
Victory Capital Management
Victory Capital Management
Texas
+$9.02M
5
BlackRock
BlackRock
New York
+$7.56M

Top Sellers

Rank Fund Capital Flow
1
CRCP
Copper Rock Capital Partners
Massachusetts
-$26.1M
2
Principal Financial Group
Principal Financial Group
Iowa
-$22.7M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$19.3M
4
TA
Teachers Advisors
New York
-$13.4M
5
PAM
Panagora Asset Management
Massachusetts
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$39K – – –
Fuller & Thaler Asset Management
177
Fuller & Thaler Asset Management
California
$35K – – –
VCM
178
Versant Capital Management
Arizona
$29K -$1.09K -36 -3%
FHA
179
First Horizon Advisors
Tennessee
$27K +$9.85K +324 +48%
SWA
180
Sutton Wealth Advisors
Florida
$21.7K – – –
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$21K -$41.9K -1,380 -66%
TRCT
182
Tower Research Capital (TRC)
New York
$17K -$27.4K -900 -60%
PCM
183
Prelude Capital Management
New York
$17K -$21.7K -714 -55%
DADC
184
D.A. Davidson & Co
Montana
$13K +$14.2K +468 New
TIM
185
Tortoise Investment Management
New York
$10K – – –
MAM
186
Meeder Asset Management
Ohio
$9K -$46.2K -1,521 -83%
SO
187
STRS Ohio
Ohio
$8K – – –
HIM
188
Hillsdale Investment Management
Ontario, Canada
$7K -$2.73K -90 -27%
GAM
189
Gemmer Asset Management
California
$7K – – –
BL
190
Balentine LLC
Georgia
$3K – – –
Creative Planning
191
Creative Planning
Kansas
$3K – – –
PA
192
Parallel Advisors
California
$3K – – –
HR
193
Howe & Rusling
New York
$2K – – –
TWA
194
TCI Wealth Advisors
Arizona
$2K – – –
IA
195
IFP Advisors
Florida
$1K – – –
CRCP
196
Copper Rock Capital Partners
Massachusetts
– -$26.1M -798,519 Closed
Arrowstreet Capital
197
Arrowstreet Capital
Massachusetts
– -$11M -333,714 Closed
AP
198
AHL Partners
United Kingdom
– -$2.56M -77,790 Closed
RQS
199
Ramsey Quantitative Systems
Kentucky
– -$332K -59,199 Closed
CEP
200
Chicago Equity Partners
Illinois
– -$1.42M -43,107 Closed
6 7
8
9 10

UFPI Hedge Fund Activity: Q2 2017 in Review

197 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2017, worth a combined $1.43B — down 14% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UFPI and 32 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Covalent Partners, opening a new position worth an estimated $24.6M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $26.1M sold.

  • 197 institutional investors held UFP Industries (UFPI) as of Q2 2017, down from 203 in Q1 2017.
  • Funds reported $1.43B of UFP Industries stock for Q2 2017, down 14% quarter-over-quarter.
  • 32 funds opened new UFP Industries positions in Q2 2017 and 37 closed out, a net change of -5 holders.
  • The largest UFP Industries buyer in Q2 2017 was Covalent Partners, an estimated $24.6M added.
  • The largest UFP Industries seller in Q2 2017 was Copper Rock Capital Partners, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2017.