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UFP Industries

146 hedge funds and large institutions have $702M invested in UFP Industries in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

7% more funds holding

Funds holding: 137146 (+9)

12% less capital invested

Capital invested by funds: $799M → $702M (-$97.3M)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

98% less call options, than puts

Call options by funds: $17K | Put options by funds: $692K

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
43
Reduced
51
Closed
15
Calls
$17K
Puts
$692K
Net Calls
-$675K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$91M +$708K +45,900 +0.7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$71.9M -$573K -37,182 -0.7%
HA
3
Heartland Advisors
Wisconsin
$67.4M +$990K +64,239 +1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$61.8M -$398K -25,800 -0.6%
BFA
5
BlackRock Fund Advisors
California
$56.1M -$2.83M -183,747 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$52.9M +$1.08M +70,275 +2%
BIT
7
BlackRock Institutional Trust
California
$23M -$453K -29,370 -2%
GKIM
8
GW&K Investment Management
Massachusetts
$21.1M +$293K +19,029 +1%
State Street
9
State Street
Massachusetts
$16.1M -$548K -35,562 -3%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$14.6M +$356K +23,100 +2%
Ameriprise
11
Ameriprise
Minnesota
$12.4M -$2.45M -159,162 -15%
KCM
12
Kennedy Capital Management
Missouri
$11.4M -$213K -13,809 -2%
PAMP
13
Polar Asset Management Partners
Ontario, Canada
$10.8M +$11.7M +756,264 New
Northern Trust
14
Northern Trust
Illinois
$10.3M -$459K -29,799 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.45M +$304K +19,692 +3%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$9.3M
ICM
17
IronBridge Capital Management
Illinois
$7.87M
Norges Bank
18
Norges Bank
Norway
$6.05M -$6.56M -425,283 -50%
TA
19
Teachers Advisors
New York
$5.49M -$58.7K -3,810 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.28M -$208K -13,503 -4%
GAM
21
Gotham Asset Management
New York
$5.2M +$5.63M +365,037 New
Principal Financial Group
22
Principal Financial Group
Iowa
$5.16M -$271K -17,610 -5%
CCM
23
Century Capital Management
Massachusetts
$5.08M -$18M -1,169,475 -77%
Invesco
24
Invesco
Georgia
$4.96M +$187K +12,108 +4%
TCIM
25
TIAA CREF Investment Management
New York
$4.34M -$317K -20,559 -6%

UFPI Hedge Fund Activity: Q3 2014 in Review

146 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2014, worth a combined $702M — down 12% from $799M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UFPI positions and 15 closed out — a net gain of 9 holders — while 43 added to existing stakes and 51 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.7M. The largest seller was Century Capital Management, cutting an estimated $18M.

  • 146 institutional investors held UFP Industries (UFPI) as of Q3 2014, up from 137 in Q2 2014.
  • Funds reported $702M of UFP Industries stock for Q3 2014, down 12% quarter-over-quarter.
  • 24 funds opened new UFP Industries positions in Q3 2014 and 15 closed out, a net change of +9 holders.
  • The largest UFP Industries buyer in Q3 2014 was Polar Asset Management Partners, an estimated $11.7M added.
  • The largest UFP Industries seller in Q3 2014 was Century Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2014.