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UFP Industries

194 hedge funds and large institutions have $1.62B invested in UFP Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

14% more capital invested

Capital invested by funds: $1.43B → $1.62B (+$194M)

3.72% more ownership

Funds ownership: 238.99%242.72% (+3.7%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

2% less funds holding

Funds holding: 197194 (-3)

Holders
194
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
72
Reduced
62
Closed
25
Calls
$2.52M
Puts
$1M
Net Calls
+$1.52M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
176
PEAK6 Group
Illinois
$30K -$578K -20,010 -96%
SWA
177
Sutton Wealth Advisors
Florida
$24.3K
RA
178
Royce & Associates
New York
$15K +$13.2K +456 New
TIM
179
Tortoise Investment Management
New York
$11K
SO
180
STRS Ohio
Ohio
$9K
GAM
181
Gemmer Asset Management
California
$8K
MFW
182
Mosaic Family Wealth
Missouri
$6K +$5.2K +180 New
QCG
183
Quadrant Capital Group
Ohio
$5K +$1.91K +66 +54%
PA
184
Parallel Advisors
California
$4K
IA
185
IFP Advisors
Florida
$4K +$3.03K +105 +583%
WT
186
Whittier Trust
California
$4K +$3.81K +132 New
CG
187
Cutler Group
California
$3K -$170K -5,874 -98%
BL
188
Balentine LLC
Georgia
$3K
HR
189
Howe & Rusling
New York
$3K +$866 +30 +43%
TWA
190
TCI Wealth Advisors
Arizona
$2K
BTIS
191
BB&T Investment Services
North Carolina
$2K +$2.42K +84 New
PFBT
192
Parkside Financial Bank & Trust
Missouri
$1K +$1.13K +39 New
JIR
193
James Investment Research
Ohio
-$11.6M -397,260 Closed
MWNA
194
Marshall Wace North America
New York
-$6.87M -236,721 Closed
Acadian Asset Management
195
Acadian Asset Management
Massachusetts
-$4M -137,379 Closed
ZIM
196
ZPR Investment Management
Florida
-$1.88M -64,560 Closed
CCMG
197
Clark Capital Management Group
Pennsylvania
-$1.42M -48,693 Closed
KBC Group
198
KBC Group
Belgium
-$936K -32,157 Closed
Capstone Investment Advisors
199
Capstone Investment Advisors
New York
-$576K -19,800 Closed
OSAM
200
O'Shaughnessy Asset Management
Connecticut
-$544K -18,684 Closed

UFPI Hedge Fund Activity: Q3 2017 in Review

194 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2017, worth a combined $1.62B — up 14% from $1.43B a quarter earlier.

Fund positioning in UFPI was balanced in Q3 2017: 25 funds opened new positions, 25 closed out, 72 added to existing stakes and 62 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $25.3M. The largest seller was Prudential Financial, cutting an estimated $17.9M.

  • 194 institutional investors held UFP Industries (UFPI) as of Q3 2017, down from 197 in Q2 2017.
  • Funds reported $1.62B of UFP Industries stock for Q3 2017, up 14% quarter-over-quarter.
  • 25 funds opened new UFP Industries positions in Q3 2017 and 25 closed out, a net change of 0 holders.
  • The largest UFP Industries buyer in Q3 2017 was Allianz Asset Management, an estimated $25.3M added.
  • The largest UFP Industries seller in Q3 2017 was Prudential Financial, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2017.