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UFP Industries

215 hedge funds and large institutions have $1.86B invested in UFP Industries in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $3.21M

15% more capital invested

Capital invested by funds: $1.62B → $1.86B (+$238M)

11% more funds holding

Funds holding: 194215 (+21)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

161.94% less ownership

Funds ownership: 242.72%80.78% (-162%)

Holders
215
Holders Change
+21
Holders Change %
+10.82%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
45
Increased
66
Reduced
69
Closed
23
Calls
$4.27M
Puts
$3.21M
Net Calls
+$1.06M
Net Calls Change
-$458K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$9K +$8.6K +234 New
QCG
202
Quadrant Capital Group
Ohio
$6K
IA
203
IFP Advisors
Florida
$5K
PA
204
Parallel Advisors
California
$5K
HR
205
Howe & Rusling
New York
$4K
BL
206
Balentine LLC
Georgia
$3K
BTIS
207
BB&T Investment Services
North Carolina
$3K
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.43K +66 +733%
TWA
209
TCI Wealth Advisors
Arizona
$2K
FGC
210
Financial Gravity Companies
Texas
$2K +$1.99K +54 New
PHK
211
Point72 Hong Kong
Hong Kong
$2K +$2.43K +66 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$1K
PCG
214
Private Capital Group
Connecticut
$1 +$993 +27 New
NFA
215
Nationwide Fund Advisors
Ohio
-$2.91M -89,004 Closed
D.E. Shaw & Co
216
D.E. Shaw & Co
New York
-$2.79M -85,392 Closed
EMG
217
Ellington Management Group
Connecticut
-$1.08M -33,000 Closed
PIC
218
PCJ Investment Counsel
Ontario, Canada
-$940K -28,734 Closed
Balyasny Asset Management
219
Balyasny Asset Management
Illinois
-$936K -28,611 Closed
Wellington Management Group
220
Wellington Management Group
Massachusetts
-$729K -22,281 Closed
QC
221
Quadrature Capital
United Kingdom
-$567K -17,343 Closed
AIM
222
Alambic Investment Management
California
-$560K -17,100 Closed
ARTA
223
A.R.T. Advisors
New York
-$360K -11,007 Closed
SCM
224
Stevens Capital Management
Pennsylvania
-$352K -10,758 Closed
N
225
Natixis
France
-$292K -8,931 Closed

UFPI Hedge Fund Activity: Q4 2017 in Review

215 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2017, worth a combined $1.86B — up 15% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UFPI positions and 23 closed out — a net gain of 22 holders — while 66 added to existing stakes and 69 trimmed.

The largest buyer was Prudential Financial, adding an estimated $28.2M. The largest seller was Pictet Asset Management (UK), cutting an estimated $23.7M.

  • 215 institutional investors held UFP Industries (UFPI) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.86B of UFP Industries stock for Q4 2017, up 15% quarter-over-quarter.
  • 45 funds opened new UFP Industries positions in Q4 2017 and 23 closed out, a net change of +22 holders.
  • The largest UFP Industries buyer in Q4 2017 was Prudential Financial, an estimated $28.2M added.
  • The largest UFP Industries seller in Q4 2017 was Pictet Asset Management (UK), an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2017.