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UFP Industries

212 hedge funds and large institutions have $1.8B invested in UFP Industries in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $663K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.02% more ownership

Funds ownership: 81.45%82.47% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

2% less capital invested

Capital invested by funds: $1.84B → $1.8B (-$40.2M)

2% less funds holding

Funds holding: 217212 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
77
Reduced
71
Closed
23
Calls
$1.17M
Puts
$663K
Net Calls
+$507K
Net Calls Change
+$372K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$6K
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.59K +43 +40%
TC
203
Truvestments Capital
Florida
$5K +$5.53K +150 New
PA
204
Parallel Advisors
California
$4K
SFM
205
Signet Financial Management
New Jersey
$4K +$3.5K +95 +339%
HR
206
Howe & Rusling
New York
$3K
FGAM
207
Financial Gravity Asset Management
Texas
$3K +$1.07K +29 +39%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$2K
TWA
209
TCI Wealth Advisors
Arizona
$2K
SFSIG
210
San Francisco Sentry Investment Group
California
$2K +$2.21K +60 New
EWM
211
Edge Wealth Management
New York
$1K
PP
212
PDT Partners
New York
-$3.56M -97,123 Closed
Boston Partners
213
Boston Partners
Massachusetts
-$2.91M -79,342 Closed
ZIM
214
Zacks Investment Management
Illinois
-$2.25M -61,538 Closed
JIR
215
James Investment Research
Ohio
-$2.16M -59,025 Closed
Millennium Management
216
Millennium Management
New York
-$1.41M -38,469 Closed
American Century Companies
217
American Century Companies
Missouri
-$1.36M -37,283 Closed
Two Sigma Investments
218
Two Sigma Investments
New York
-$1.3M -35,424 Closed
EGM
219
Engineers Gate Manager
New York
-$1.08M -29,528 Closed
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
-$941K -25,501 Closed
CIP
221
Convergence Investment Partners
Florida
-$686K -18,727 Closed
Envestnet Asset Management
222
Envestnet Asset Management
Illinois
-$546K -14,935 Closed
HH
223
Hilltop Holdings
Texas
-$463K -12,657 Closed
Canada Pension Plan Investment Board
224
Canada Pension Plan Investment Board
Ontario, Canada
-$395K -10,800 Closed
CSS
225
Cubist Systematic Strategies
Connecticut
-$375K -10,228 Closed

UFPI Hedge Fund Activity: Q3 2018 in Review

212 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2018, worth a combined $1.8B — down 2.2% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UFPI and 19 opened new positions — a net loss of 4 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $34M. The largest seller was SG Capital Management, cutting an estimated $10.6M.

  • 212 institutional investors held UFP Industries (UFPI) as of Q3 2018, down from 217 in Q2 2018.
  • Funds reported $1.8B of UFP Industries stock for Q3 2018, down 2.2% quarter-over-quarter.
  • 19 funds opened new UFP Industries positions in Q3 2018 and 23 closed out, a net change of -4 holders.
  • The largest UFP Industries buyer in Q3 2018 was Victory Capital Management, an estimated $34M added.
  • The largest UFP Industries seller in Q3 2018 was SG Capital Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2018.