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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
FCBT
176
First Citizens Bank & Trust
North Carolina
$257K +$49.3K +1,073 +18%
Pacer Advisors
177
Pacer Advisors
Pennsylvania
$254K +$307K +6,690 New
AP
178
Advisor Partners
California
$253K +$50.1K +1,090 +19%
SCM
179
SG Capital Management
Illinois
$252K -$6.65M -144,689 -96%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$235K -$407K -8,851 -58%
AA
181
ALPS Advisors
Colorado
$235K -$110K -2,394 -27%
LPL Financial
182
LPL Financial
California
$228K -$15.5K -338 -5%
AAMU
183
Amundi Asset Management US
Massachusetts
$223K -$9.59M -208,710 -97%
NPPM
184
North Point Portfolio Managers
Ohio
$216K
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$212K -$782K -17,017 -75%
Two Sigma Investments
186
Two Sigma Investments
New York
$212K +$69.3K +1,508 +36%
WIM
187
Wilen Investment Management
Florida
$205K -$41.7K -907 -14%
JMPWA
188
JP Morgan Private Wealth Advisors
California
$202K +$249K +5,421 New
AIP
189
Ameritas Investment Partners
Nebraska
$198K +$6.98K +152 +3%
II
190
Inspire Investing
Idaho
$180K +$222K +4,832 New
DAM
191
Delta Asset Management
Tennessee
$177K
LIA
192
LS Investment Advisors
Michigan
$169K
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$160K
MAM
194
Meeder Asset Management
Ohio
$103K +$119K +2,587 +1,577%
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$79K -$274K -5,967 -72%
OIA
196
Optimum Investment Advisors
Illinois
$71K -$14.5K -315 -14%
OAM
197
Oppenheimer Asset Management
New York
$71K -$5.92K -129 -6%
NIT
198
NumerixS Investment Technologies
British Columbia, Canada
$67K +$82.7K +1,800 New
US Bancorp
199
US Bancorp
Minnesota
$58K +$5.19K +113 +8%
SWA
200
Sutton Wealth Advisors
Florida
$52.8K

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.