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UFP Industries
UFPI

218 hedge funds and large institutions have $1.63B invested in UFP Industries in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

17% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 71

2% more funds holding

Funds holding: 214 → 218 (+4)

3% more capital invested

Capital invested by funds: $1.58B → $1.63B (+$51.8M)

26% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $6.55M

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
71
Closed
22
Calls
$4.85M
Puts
$6.55M
Net Calls
-$1.7M
Net Calls Change
+$124K

Top Buyers

Rank Fund Capital Flow
1
CRCP
Copper Rock Capital Partners
Massachusetts
+$24.2M
2
Morgan Stanley
Morgan Stanley
New York
+$9.6M
3
Prudential Financial
Prudential Financial
New Jersey
+$8.81M
4
Goldman Sachs
Goldman Sachs
New York
+$7.39M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$6.13M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$41.1M
2
NI
Numeric Investors
Massachusetts
-$22.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.5M
4
RCM
Riverhead Capital Management
Delaware
-$11M
5
KCM
Kennedy Capital Management
Missouri
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$21K – – –
IA
202
IFP Advisors
Florida
$12K – – –
VOYA Investment Management
203
VOYA Investment Management
Georgia
$12K -$3.33M -96,141 -21%
TCIM
204
TIAA CREF Investment Management
New York
$11.8K +$2.22M +63,867 +22%
TIM
205
Tortoise Investment Management
New York
$11K – – –
Walleye Trading
206
Walleye Trading
New York
$10K -$10.7K -309 -52%
IUHSA
207
Itau Unibanco Holding S.A.
Brazil
$10K +$10.4K +300 New
SAM
208
Solaris Asset Management
New York
$9K +$9.99K +288 New
GAM
209
Gemmer Asset Management
California
$8K – – –
LAM
210
Lebenthal Asset Management
New York
$6K +$6.24K +180 New
HR
211
Howe & Rusling
New York
$3K -$2.6K -75 -49%
Creative Planning
212
Creative Planning
Kansas
$3K – – –
TCM
213
Tradewinds Capital Management
Washington
$3K – – –
TWA
214
TCI Wealth Advisors
Arizona
$2K – – –
ACH
215
ArrowMark Colorado Holdings
Colorado
$2K +$1.67K +48 New
MFS
216
MSI Financial Services
Massachusetts
$2K +$1.67K +48 New
HMS
217
Hanseatic Management Services
New Mexico
$1K – – –
QCG
218
Quadrant Capital Group
Ohio
$1K – – –
NI
219
Numeric Investors
Massachusetts
– -$22.3M -723,276 Closed
HA
220
Heartland Advisors
Wisconsin
– -$7.86M -254,502 Closed
WI
221
WBI Investments
New Jersey
– -$3.52M -113,841 Closed
USGIU
222
U.S. Global Investors (USGI)
Texas
– -$1.29M -41,700 Closed
AL
223
Airain Ltd
Guernsey
– -$1.05M -34,089 Closed
CCM
224
Cupps Capital Management
Illinois
– -$946K -30,630 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
225
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$871K -28,200 Closed
6 7 8
9
10

UFPI Hedge Fund Activity: Q3 2016 in Review

218 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2016, worth a combined $1.63B — up 3.3% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UFPI positions and 22 closed out — a net gain of 6 holders — while 83 added to existing stakes and 71 trimmed.

The largest buyer was Copper Rock Capital Partners, adding an estimated $24.2M. The largest seller was Franklin Resources, cutting an estimated $41.1M.

  • 218 institutional investors held UFP Industries (UFPI) as of Q3 2016, up from 214 in Q2 2016.
  • Funds reported $1.63B of UFP Industries stock for Q3 2016, up 3.3% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q3 2016 and 22 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2016 was Copper Rock Capital Partners, an estimated $24.2M added.
  • The largest UFP Industries seller in Q3 2016 was Franklin Resources, an estimated $41.1M sold.

Based on aggregated 13F filings for Q3 2016.