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UFP Industries

271 hedge funds and large institutions have $2.39B invested in UFP Industries in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $400K

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $2.03B → $2.39B (+$352M)

9% more funds holding

Funds holding: 249271 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.63% less ownership

Funds ownership: 83.11%81.49% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
271
Holders Change
+22
Holders Change %
+8.84%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
85
Reduced
98
Closed
23
Calls
$1.28M
Puts
$400K
Net Calls
+$879K
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Shelton Capital Management
Colorado
$262K -$12.3K -261 -5%
CPO
202
Cerity Partners OCIO
New York
$261K +$250K +5,302 New
MC
203
Miles Capital
Iowa
$258K -$4.38K -93 -2%
SG Americas Securities
204
SG Americas Securities
New York
$258K +$106K +2,259 +72%
BCM
205
Bayesian Capital Management
New York
$253K -$354K -7,517 -59%
FIM
206
Freedom Investment Management
Connecticut
$252K -$73K -1,550 -23%
GC
207
Guggenheim Capital
Illinois
$249K -$291K -6,182 -54%
AIP
208
Ameritas Investment Partners
Nebraska
$247K +$2.26K +48 +0.9%
AG
209
Advisor Group
Arizona
$234K -$153K -3,245 -40%
AIS
210
AlphaOne Investment Services
Pennsylvania
$234K -$70.1K -1,488 -23%
PTC
211
Petrus Trust Company
Texas
$234K -$6.27K -133 -3%
DAM
212
Delta Asset Management
Tennessee
$227K
LIA
213
LS Investment Advisors
Michigan
$217K +$132K +2,808 +161%
Verition Fund Management
214
Verition Fund Management
Connecticut
$209K +$207K +4,384 New
Fidelity Investments
215
Fidelity Investments
Massachusetts
$208K +$146K +3,090 +241%
Tudor Investment Corp
216
Tudor Investment Corp
Connecticut
$207K +$204K +4,332 New
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$206K +$15.9K +337 +8%
FRM
218
Fox Run Management
Connecticut
$201K +$199K +4,221 New
Two Sigma Investments
219
Two Sigma Investments
New York
$200K +$198K +4,197 New
TRCT
220
Tower Research Capital (TRC)
New York
$155K +$50.3K +1,068 +49%
OIA
221
Optimum Investment Advisors
Illinois
$106K
AP
222
Advisors Preferred
Maryland
$98K +$96.7K +2,052 New
OAM
223
Oppenheimer Asset Management
New York
$97K +$848 +18 +0.9%
IUHSA
224
Itau Unibanco Holding S.A.
Brazil
$97K +$95.5K +2,026 New
Simplex Trading
225
Simplex Trading
Illinois
$76K +$43.5K +924 +135%

UFPI Hedge Fund Activity: Q4 2019 in Review

271 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2019, worth a combined $2.39B — up 17% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UFPI positions and 23 closed out — a net gain of 30 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $17.2M. The largest seller was BlackRock, cutting an estimated $39.8M.

  • 271 institutional investors held UFP Industries (UFPI) as of Q4 2019, up from 249 in Q3 2019.
  • Funds reported $2.39B of UFP Industries stock for Q4 2019, up 17% quarter-over-quarter.
  • 53 funds opened new UFP Industries positions in Q4 2019 and 23 closed out, a net change of +30 holders.
  • The largest UFP Industries buyer in Q4 2019 was Loomis, Sayles & Company, an estimated $17.2M added.
  • The largest UFP Industries seller in Q4 2019 was BlackRock, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2019.