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UFP Industries

241 hedge funds and large institutions have $2.47B invested in UFP Industries in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $376K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $1.89B → $2.47B (+$581M)

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

1% more funds holding

Funds holding: 238241 (+3)

0.67% less ownership

Funds ownership: 82.07%81.39% (-0.67%)

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 101

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
38
Increased
68
Reduced
101
Closed
33
Calls
$1.27M
Puts
$376K
Net Calls
+$897K
Net Calls Change
+$930K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
176
Wellington Management Group
Massachusetts
$364K -$193K -4,543 -38%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$358K +$227K +5,329 +234%
AP
178
Advisor Partners
California
$339K +$979 +23 +0.3%
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$330K +$284K +6,670 New
TRCT
180
Tower Research Capital (TRC)
New York
$324K +$278K +6,537 New
SAM
181
Sawgrass Asset Management
Florida
$322K -$93K -2,185 -25%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$321K +$92.4K +2,170 +50%
AAMU
183
Amundi Asset Management US
Massachusetts
$297K
JMPWA
184
JP Morgan Private Wealth Advisors
California
$297K +$24.4K +574 +11%
FCBT
185
First Citizens Bank & Trust
North Carolina
$292K -$43.5K -1,021 -15%
NPPM
186
North Point Portfolio Managers
Ohio
$288K
ACM
187
AlphaCrest Capital Management
New York
$287K -$426K -10,000 -63%
KWM
188
Kingsview Wealth Management
Oregon
$286K +$246K +5,774 New
GC
189
Guggenheim Capital
Illinois
$283K +$244K +5,726 New
AA
190
ALPS Advisors
Colorado
$282K -$26.9K -631 -10%
AIS
191
AlphaOne Investment Services
Pennsylvania
$280K +$241K +5,652 New
PA
192
Profund Advisors
Maryland
$273K +$234K +5,506 New
CPO
193
Cerity Partners OCIO
New York
$269K +$231K +5,432 New
AIP
194
Ameritas Investment Partners
Nebraska
$264K
ZIM
195
Zacks Investment Management
Illinois
$254K +$218K +5,120 New
WIM
196
Wilen Investment Management
Florida
$243K -$25.5K -600 -11%
LPL Financial
197
LPL Financial
California
$237K -$57.3K -1,345 -22%
DAM
198
Delta Asset Management
Tennessee
$236K
LIA
199
LS Investment Advisors
Michigan
$232K +$6.04K +142 +3%
EGM
200
Engineers Gate Manager
New York
$219K -$348K -8,168 -65%

UFPI Hedge Fund Activity: Q2 2020 in Review

241 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2020, worth a combined $2.47B — up 31% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UFPI positions and 33 closed out — a net gain of 5 holders — while 68 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $19.3M. The largest seller was Victory Capital Management, cutting an estimated $65.4M.

  • 241 institutional investors held UFP Industries (UFPI) as of Q2 2020, up from 238 in Q1 2020.
  • Funds reported $2.47B of UFP Industries stock for Q2 2020, up 31% quarter-over-quarter.
  • 38 funds opened new UFP Industries positions in Q2 2020 and 33 closed out, a net change of +5 holders.
  • The largest UFP Industries buyer in Q2 2020 was BlackRock, an estimated $19.3M added.
  • The largest UFP Industries seller in Q2 2020 was Victory Capital Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q2 2020.