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UFP Industries

132 hedge funds and large institutions have $865M invested in UFP Industries in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $689M → $865M (+$177M)

15% more funds holding

Funds holding: 115132 (+17)

3% more call options, than puts

Call options by funds: $771K | Put options by funds: $751K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 48

Holders
132
Holders Change
+17
Holders Change %
+14.78%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
45
Reduced
48
Closed
9
Calls
$771K
Puts
$751K
Net Calls
+$20K
Net Calls Change
-$774K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$99.4M -$1.34M -81,300 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$88.1M +$1.11M +67,587 +1%
HA
3
Heartland Advisors
Wisconsin
$79.9M -$3.43M -208,161 -4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$75.4M +$128K +7,770 +0.2%
BFA
5
BlackRock Fund Advisors
California
$75.3M -$3.41M -207,081 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$59.8M +$1.75M +106,314 +3%
BIT
7
BlackRock Institutional Trust
California
$28.1M +$574K +34,836 +2%
GKIM
8
GW&K Investment Management
Massachusetts
$23.8M +$799K +48,516 +4%
FWIA
9
Fort Washington Investment Advisors
Ohio
$22.2M -$1.95M -118,716 -8%
KCM
10
Kennedy Capital Management
Missouri
$20.7M +$894K +54,294 +5%
State Street
11
State Street
Massachusetts
$20.3M -$741 -45 -0%
CCM
12
Century Capital Management
Massachusetts
$19.3M +$18.3M +1,111,518 New
VOYA Investment Management
13
VOYA Investment Management
Georgia
$18.1M +$385K +23,352 +2%
Ameriprise
14
Ameriprise
Minnesota
$17.4M -$588K -35,733 -3%
Northern Trust
15
Northern Trust
Illinois
$15M -$15.8M -958,710 -53%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10.8M +$1.04M +63,003 +11%
ICM
17
IronBridge Capital Management
Illinois
$10.7M -$1.18M -71,949 -10%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$7.82M +$538K +32,700 +8%
Norges Bank
19
Norges Bank
Norway
$7.39M
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$6.97M -$667K -40,500 -9%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.31M +$329K +20,007 +6%
TC
22
TFS Capital
Pennsylvania
$6M +$5.44M +330,261 +2,223%
HNB
23
Huntington National Bank
Ohio
$5.71M +$5.37M +326,100 +12,788%
TCIM
24
TIAA CREF Investment Management
New York
$5.68M -$84K -5,100 -2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$5.64M +$318K +19,335 +6%

UFPI Hedge Fund Activity: Q4 2013 in Review

132 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2013, worth a combined $865M — up 26% from $689M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UFPI positions and 9 closed out — a net gain of 17 holders — while 45 added to existing stakes and 48 trimmed.

The largest buyer was Century Capital Management, opening a new position worth an estimated $18.3M. The largest seller was Northern Trust, cutting an estimated $15.8M.

  • 132 institutional investors held UFP Industries (UFPI) as of Q4 2013, up from 115 in Q3 2013.
  • Funds reported $865M of UFP Industries stock for Q4 2013, up 26% quarter-over-quarter.
  • 26 funds opened new UFP Industries positions in Q4 2013 and 9 closed out, a net change of +17 holders.
  • The largest UFP Industries buyer in Q4 2013 was Century Capital Management, an estimated $18.3M added.
  • The largest UFP Industries seller in Q4 2013 was Northern Trust, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2013.