UFP Industries
UFPI
184 hedge funds and large institutions have $1.12B invested in UFP Industries in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 24 closing their positions.
77% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $1.71M
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
18% more capital invested
Capital invested by funds: $949M → $1.12B (+$168M)
17% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 59
7% more funds holding
Funds holding: 172 → 184 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$17.9M |
| 2 |
GAM
Gotham Asset Management
New York
|
+$15.4M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$14.7M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$12.8M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$32.3M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$19.6M |
| 3 |
CP
Covalent Partners
Concord,
Massachusetts
|
-$11.1M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.26M |
| 5 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
-$6.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMA
201
FNY Managed Accounts
New York
| – | -$28.8K | -1,500 | Closed |
|
|
CIM
202
Cambria Investment Management
Manhattan Beach,
California
| – | -$22K | -1,122 | Closed |
|
|
RIA
203
Regal Investment Advisors
Kentwood,
Michigan
| – | -$17K | -900 | Closed |
|
|
MGIA
204
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$12K | -600 | Closed |
|
|
SIM
205
Sonora Investment Management
Tucson,
Arizona
| – | -$2K | -99 | Closed |
|
206
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -90 | Closed |
|
|
MFS
207
MSI Financial Services
Springfield,
Massachusetts
| – | -$1K | -72 | Closed |
|
|
BFEC
208
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | +$71 | +3 | New |
|
UFPI Hedge Fund Activity: Q4 2015 in Review
184 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2015, worth a combined $1.12B — up 18% from $949M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new UFPI positions and 24 closed out — a net gain of 13 holders — while 69 added to existing stakes and 59 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $17.9M. The largest seller was Franklin Resources, cutting an estimated $32.3M.
- 184 institutional investors held UFP Industries (UFPI) as of Q4 2015, up from 172 in Q3 2015.
- Funds reported $1.12B of UFP Industries stock for Q4 2015, up 18% quarter-over-quarter.
- 37 funds opened new UFP Industries positions in Q4 2015 and 24 closed out, a net change of +13 holders.
- The largest UFP Industries buyer in Q4 2015 was Acadian Asset Management, an estimated $17.9M added.
- The largest UFP Industries seller in Q4 2015 was Franklin Resources, an estimated $32.3M sold.
Based on aggregated 13F filings for Q4 2015.