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UFP Industries

241 hedge funds and large institutions have $2.47B invested in UFP Industries in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $376K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $1.89B → $2.47B (+$581M)

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

1% more funds holding

Funds holding: 238241 (+3)

0.67% less ownership

Funds ownership: 82.07%81.39% (-0.67%)

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 101

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
38
Increased
68
Reduced
101
Closed
33
Calls
$1.27M
Puts
$376K
Net Calls
+$897K
Net Calls Change
+$930K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Shelton Capital Management
Colorado
$218K +$187K +4,397 New
Osaic Holdings
202
Osaic Holdings
Arizona
$208K -$296K -6,956 -62%
B
203
Bailard
California
$203K +$175K +4,100 New
II
204
Inspire Investing
Idaho
$200K -$34.1K -802 -17%
Macquarie Group
205
Macquarie Group
Australia
$139K +$119K +2,798 New
IA
206
IndexIQ Advisors
New York
$107K +$91.6K +2,152 New
OIA
207
Optimum Investment Advisors
Illinois
$94K
US Bancorp
208
US Bancorp
Minnesota
$80K +$1.66K +39 +2%
NIT
209
NumerixS Investment Technologies
British Columbia, Canada
$79K -$8.51K -200 -11%
SWA
210
Sutton Wealth Advisors
Florida
$70.3K
AAM
211
Advisors Asset Management
Colorado
$64K +$11.2K +263 +26%
AssetMark Inc
212
AssetMark Inc
California
$57K -$10.2K -240 -17%
Simplex Trading
213
Simplex Trading
Illinois
$47K -$14.1K -332 -26%
GT
214
Glenmede Trust
Pennsylvania
$41K +$14.3K +335 +65%
FC
215
FORA Capital
Florida
$36K +$31.2K +733 New
BFEC
216
Benjamin F. Edwards & Company
Missouri
$35K
EMFAT
217
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35K +$30K +705 New
FHA
218
First Horizon Advisors
Tennessee
$24K
PCG
219
Private Capital Group
Connecticut
$22K -$1.32K -31 -6%
Federated Hermes
220
Federated Hermes
Pennsylvania
$20K +$1.53K +36 +10%
TIM
221
Tortoise Investment Management
New York
$17K
EA
222
Emerald Advisers
Pennsylvania
$15K +$12.5K +294 New
GAM
223
Gemmer Asset Management
California
$13K
QCG
224
Quadrant Capital Group
Ohio
$9K
SFS
225
Sowell Financial Services
Arkansas
$9K

UFPI Hedge Fund Activity: Q2 2020 in Review

241 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2020, worth a combined $2.47B — up 31% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UFPI positions and 33 closed out — a net gain of 5 holders — while 68 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $19.3M. The largest seller was Victory Capital Management, cutting an estimated $65.4M.

  • 241 institutional investors held UFP Industries (UFPI) as of Q2 2020, up from 238 in Q1 2020.
  • Funds reported $2.47B of UFP Industries stock for Q2 2020, up 31% quarter-over-quarter.
  • 38 funds opened new UFP Industries positions in Q2 2020 and 33 closed out, a net change of +5 holders.
  • The largest UFP Industries buyer in Q2 2020 was BlackRock, an estimated $19.3M added.
  • The largest UFP Industries seller in Q2 2020 was Victory Capital Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q2 2020.