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UFP Industries

115 hedge funds and large institutions have $689M invested in UFP Industries in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $387K

59% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $670M → $689M (+$18.3M)

1% more funds holding

Funds holding: 114115 (+1)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
46
Reduced
29
Closed
15
Calls
$1.18M
Puts
$387K
Net Calls
+$794K
Net Calls Change
+$628K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$81.4M -$2.29M -171,951 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$70.2M -$477K -35,829 -0.7%
HA
3
Heartland Advisors
Wisconsin
$67.5M +$390K +29,286 +0.6%
BFA
4
BlackRock Fund Advisors
California
$63.5M -$4.62M -346,728 -7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$60.8M -$67.9K -5,100 -0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$46.8M +$1.51M +113,511 +4%
Northern Trust
7
Northern Trust
Illinois
$25.5M +$737K +55,332 +3%
BIT
8
BlackRock Institutional Trust
California
$22.1M -$728K -54,711 -3%
FWIA
9
Fort Washington Investment Advisors
Ohio
$19.6M +$24.8K +1,860 +0.1%
GKIM
10
GW&K Investment Management
Massachusetts
$18.5M -$4.44M -333,612 -20%
State Street
11
State Street
Massachusetts
$16.4M +$22.8K +1,713 +0.1%
KCM
12
Kennedy Capital Management
Missouri
$15.9M -$331K -24,879 -2%
Ameriprise
13
Ameriprise
Minnesota
$14.5M +$586K +44,001 +4%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$14.3M +$359K +27,000 +3%
ICM
15
IronBridge Capital Management
Illinois
$9.61M -$3.63M -273,027 -28%
SCM
16
SG Capital Management
Illinois
$8.94M +$8.51M +639,042 New
VDBMI
17
Van Den Berg Management I
Texas
$8.4M -$248K -18,624 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.84M +$93.8K +7,044 +1%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$6.18M +$43.9K +3,300 +0.8%
Norges Bank
20
Norges Bank
Norway
$5.97M
Fidelity Investments
21
Fidelity Investments
Massachusetts
$5.85M +$83.9K +6,300 +2%
RFC
22
Russell Frank Company
Washington
$5.54M +$917K +68,865 +21%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.81M +$186K +13,938 +4%
TCIM
24
TIAA CREF Investment Management
New York
$4.65M +$547K +41,109 +14%
Goldman Sachs
25
Goldman Sachs
New York
$4.6M -$701K -52,659 -14%

UFPI Hedge Fund Activity: Q3 2013 in Review

115 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2013, worth a combined $689M — up 2.7% from $670M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UFPI positions and 15 closed out — a net gain of 2 holders — while 46 added to existing stakes and 29 trimmed.

The largest buyer was SG Capital Management, opening a new position worth an estimated $8.51M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $15.7M sold.

  • 115 institutional investors held UFP Industries (UFPI) as of Q3 2013, up from 114 in Q2 2013.
  • Funds reported $689M of UFP Industries stock for Q3 2013, up 2.7% quarter-over-quarter.
  • 17 funds opened new UFP Industries positions in Q3 2013 and 15 closed out, a net change of +2 holders.
  • The largest UFP Industries buyer in Q3 2013 was SG Capital Management, an estimated $8.51M added.
  • The largest UFP Industries seller in Q3 2013 was Eagle Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2013.