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UFP Industries

269 hedge funds and large institutions have $2.77B invested in UFP Industries in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $689K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.32% less ownership

Funds ownership: 81.17%80.85% (-0.32%)

1% less capital invested

Capital invested by funds: $2.8B → $2.77B (-$34M)

3% less funds holding

Funds holding: 278269 (-9)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

23% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 111

Holders
269
Holders Change
-9
Holders Change %
-3.24%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
85
Reduced
111
Closed
42
Calls
$3.55M
Puts
$689K
Net Calls
+$2.86M
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
201
First Hawaiian Bank
Hawaii
$281K +$73.4K +1,337 +36%
CG
202
Colony Group
Massachusetts
$276K +$273K +4,969 New
DAM
203
Delta Asset Management
Tennessee
$264K
AA
204
ALPS Advisors
Colorado
$259K -$7.79K -142 -3%
N
205
Natixis
France
$247K +$244K +4,449 New
RJA
206
Raymond James & Associates
Florida
$243K -$81.7K -1,488 -25%
SAM
207
Sawgrass Asset Management
Florida
$242K -$116K -2,108 -33%
WIM
208
Wilen Investment Management
Florida
$239K -$5.49K -100 -2%
QCM
209
Quantinno Capital Management
New York
$228K -$336K -6,125 -60%
SCM
210
Shelton Capital Management
Colorado
$228K -$15.6K -285 -6%
TRCT
211
Tower Research Capital (TRC)
New York
$224K -$1.71M -31,167 -89%
Verition Fund Management
212
Verition Fund Management
Connecticut
$221K -$222K -4,047 -50%
MFG
213
Magnus Financial Group
New York
$219K
William Blair & Company
214
William Blair & Company
Illinois
$210K
Osaic Holdings
215
Osaic Holdings
Arizona
$198K -$62.6K -1,140 -24%
DekaBank Deutsche Girozentrale
216
DekaBank Deutsche Girozentrale
Germany
$173K +$168K +3,054 New
Macquarie Group
217
Macquarie Group
Australia
$155K
OIA
218
Optimum Investment Advisors
Illinois
$119K +$13.2K +240 +13%
FTDI
219
First Trust Direct Indexing
Massachusetts
$113K +$112K +2,036 New
GWM
220
Geneos Wealth Management
Colorado
$110K +$82.6K +1,505 New
AAM
221
Advisors Asset Management
Colorado
$105K +$14.2K +258 +16%
SWA
222
Sutton Wealth Advisors
Florida
$78.8K
IA
223
IndexIQ Advisors
New York
$78K -$32.5K -593 -30%
AssetMark Inc
224
AssetMark Inc
California
$69K -$21.1K -384 -24%
CI Investments Inc
225
CI Investments Inc
Ontario, Canada
$57K +$56.2K +1,024 New

UFPI Hedge Fund Activity: Q4 2020 in Review

269 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2020, worth a combined $2.77B — down 1.2% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of UFPI and 33 opened new positions — a net loss of 9 holders — while 111 trimmed existing stakes and 85 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $14.5M. The largest seller was Goldman Sachs, cutting an estimated $18.6M.

  • 269 institutional investors held UFP Industries (UFPI) as of Q4 2020, down from 278 in Q3 2020.
  • Funds reported $2.77B of UFP Industries stock for Q4 2020, down 1.2% quarter-over-quarter.
  • 33 funds opened new UFP Industries positions in Q4 2020 and 42 closed out, a net change of -9 holders.
  • The largest UFP Industries buyer in Q4 2020 was Loomis, Sayles & Company, an estimated $14.5M added.
  • The largest UFP Industries seller in Q4 2020 was Goldman Sachs, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2020.