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UFP Industries

137 hedge funds and large institutions have $799M invested in UFP Industries in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

1% less funds holding

Funds holding: 139137 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $909M → $799M (-$110M)

86% less call options, than puts

Call options by funds: $48K | Put options by funds: $333K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
57
Reduced
46
Closed
17
Calls
$48K
Puts
$333K
Net Calls
-$285K
Net Calls Change
-$911K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$102M +$4.7M +278,700 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$81.8M +$2.22M +131,496 +3%
HA
3
Heartland Advisors
Wisconsin
$75.1M +$2.45M +145,041 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$70.3M -$167K -9,900 -0.2%
BFA
5
BlackRock Fund Advisors
California
$66.3M -$2.83M -168,084 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$58.6M +$1.29M +76,470 +2%
BIT
7
BlackRock Institutional Trust
California
$26.4M -$52K -3,084 -0.2%
CCM
8
Century Capital Management
Massachusetts
$24.6M +$155K +9,180 +0.6%
GKIM
9
GW&K Investment Management
Massachusetts
$23.6M +$1.35M +80,304 +6%
State Street
10
State Street
Massachusetts
$18.8M -$497K -29,460 -2%
Ameriprise
11
Ameriprise
Minnesota
$16.5M +$393K +23,325 +2%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$16.1M -$152K -9,000 -0.9%
Norges Bank
13
Norges Bank
Norway
$13.7M +$7.17M +425,283 +100%
KCM
14
Kennedy Capital Management
Missouri
$13.1M -$3.67M -217,824 -21%
Northern Trust
15
Northern Trust
Illinois
$12.1M -$1.27M -75,627 -9%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$10.5M -$278K -16,500 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.4M -$79.5K -4,716 -0.7%
ICM
18
IronBridge Capital Management
Illinois
$8.9M -$657K -38,994 -7%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$7.96M -$50.6K -3,000 -0.6%
TA
20
Teachers Advisors
New York
$6.27M +$5.06M +300,180 +336%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.18M +$864K +51,273 +15%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.11M +$8.04K +477 +0.1%
Prudential Financial
23
Prudential Financial
New Jersey
$5.65M +$235K +13,914 +4%
Invesco
24
Invesco
Georgia
$5.42M +$419K +24,849 +8%
TCIM
25
TIAA CREF Investment Management
New York
$5.24M +$46.5K +2,760 +0.9%

UFPI Hedge Fund Activity: Q2 2014 in Review

137 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2014, worth a combined $799M — down 12% from $909M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UFPI and 15 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 57 added.

The largest buyer was Norges Bank, adding an estimated $7.17M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $6.4M sold.

  • 137 institutional investors held UFP Industries (UFPI) as of Q2 2014, down from 139 in Q1 2014.
  • Funds reported $799M of UFP Industries stock for Q2 2014, down 12% quarter-over-quarter.
  • 15 funds opened new UFP Industries positions in Q2 2014 and 17 closed out, a net change of -2 holders.
  • The largest UFP Industries buyer in Q2 2014 was Norges Bank, an estimated $7.17M added.
  • The largest UFP Industries seller in Q2 2014 was Hood River Capital Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q2 2014.