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UFP Industries

238 hedge funds and large institutions have $1.89B invested in UFP Industries in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.58% more ownership

Funds ownership: 81.49%82.07% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

4% less call options, than puts

Call options by funds: $729K | Put options by funds: $762K

12% less funds holding

Funds holding: 271238 (-33)

21% less capital invested

Capital invested by funds: $2.39B → $1.89B (-$501M)

57% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 54

Holders
238
Holders Change
-33
Holders Change %
-12.18%
% of All Funds
5.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
89
Reduced
91
Closed
54
Calls
$729K
Puts
$762K
Net Calls
-$33K
Net Calls Change
-$912K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$52K +$2.57K +56 +4%
PRC
202
Pearl River Capital
Michigan
$49K +$60.9K +1,325 New
Simplex Trading
203
Simplex Trading
Illinois
$47K -$15K -326 -20%
IUHSA
204
Itau Unibanco Holding S.A.
Brazil
$45K -$37.2K -810 -40%
AIM
205
Aigen Investment Management
New York
$45K +$10.6K +230 +24%
AAM
206
Advisors Asset Management
Colorado
$38K +$27.8K +606 +143%
ASN
207
Advisory Services Network
Georgia
$36K
AIC
208
Ameritas Investment Company
Nebraska
$36K +$50K +1,089 New
HFM
209
Harvest Fund Management
China
$28K
BFEC
210
Benjamin F. Edwards & Company
Missouri
$26K
GT
211
Glenmede Trust
Pennsylvania
$24K
FHA
212
First Horizon Advisors
Tennessee
$18K
PCG
213
Private Capital Group
Connecticut
$18K +$3.08K +67 +16%
PA
214
Parallel Advisors
California
$17K
Federated Hermes
215
Federated Hermes
Pennsylvania
$14K +$964 +21 +6%
TIM
216
Tortoise Investment Management
New York
$13K
GAM
217
Gemmer Asset Management
California
$9K
SFS
218
Sowell Financial Services
Arkansas
$7K
QCG
219
Quadrant Capital Group
Ohio
$6K -$4.73K -103 -36%
BCM
220
Brooktree Capital Management
Michigan
$6K
EWM
221
EPG Wealth Management
Georgia
$6K
FHA
222
Flagship Harbor Advisors
Massachusetts
$5K
TFO
223
Tarbox Family Office
California
$4K -$1.61K -35 -27%
HR
224
Howe & Rusling
New York
$4K -$184 -4 -4%
Kayne Anderson Rudnick Investment Management
225
Kayne Anderson Rudnick Investment Management
California
$4K

UFPI Hedge Fund Activity: Q1 2020 in Review

238 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2020, worth a combined $1.89B — down 21% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UFPI and 23 opened new positions — a net loss of 31 holders — while 91 trimmed existing stakes and 89 added.

The largest buyer was Victory Capital Management, adding an estimated $75.2M. The largest seller was BlackRock, cutting an estimated $16.4M.

  • 238 institutional investors held UFP Industries (UFPI) as of Q1 2020, down from 271 in Q4 2019.
  • Funds reported $1.89B of UFP Industries stock for Q1 2020, down 21% quarter-over-quarter.
  • 23 funds opened new UFP Industries positions in Q1 2020 and 54 closed out, a net change of -31 holders.
  • The largest UFP Industries buyer in Q1 2020 was Victory Capital Management, an estimated $75.2M added.
  • The largest UFP Industries seller in Q1 2020 was BlackRock, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2020.