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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
MYIA
176
Mount Yale Investment Advisors
Colorado
$85K +$7.86K +213 +8%
MSFP
177
Mark Sheptoff Financial Planning
Connecticut
$71K +$73.8K +2,000 New
LIA
178
LS Investment Advisors
Michigan
$65K
JA
179
JOYN Advisors
Georgia
$55K -$2.84K -77 -5%
BFEC
180
Benjamin F. Edwards & Company
Missouri
$53K
AssetMark Inc
181
AssetMark Inc
California
$40K
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$40K
VCM
183
Versant Capital Management
Arizona
$39K
MAM
184
Meeder Asset Management
Ohio
$37K -$110K -2,989 -74%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$36K +$36.9K +1,000 +6,667%
FHA
186
First Horizon Advisors
Tennessee
$35K
AAM
187
Advisors Asset Management
Colorado
$32K +$20.5K +557 +160%
RFC
188
Regions Financial Corp
Alabama
$30K
IA
189
IFP Advisors
Florida
$28K +$24.9K +674 +548%
SWA
190
Sutton Wealth Advisors
Florida
$26.3K
IDBONY
191
Israel Discount Bank of New York
New York
$23K -$34.3K -930 -59%
PCG
192
Private Capital Group
Connecticut
$17K +$885 +24 +5%
Macquarie Group
193
Macquarie Group
Australia
$14K -$251K -6,800 -94%
FHA
194
Flagship Harbor Advisors
Massachusetts
$13K +$4.46K +121 +45%
SWM
195
SeaCrest Wealth Management
New York
$12K
TIM
196
Tortoise Investment Management
New York
$12K
PCM
197
Prelude Capital Management
New York
$10K +$10K +272 New
GAM
198
Gemmer Asset Management
California
$9K
HI
199
Harrington Investments
California
$9K
TRCT
200
Tower Research Capital (TRC)
New York
$7K +$1.88K +51 +32%

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.