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UFP Industries

154 hedge funds and large institutions have $897M invested in UFP Industries in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

8% more funds holding

Funds holding: 143154 (+11)

4% more capital invested

Capital invested by funds: $866M → $897M (+$30.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

90% less call options, than puts

Call options by funds: $94K | Put options by funds: $960K

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
60
Reduced
41
Closed
14
Calls
$94K
Puts
$960K
Net Calls
-$866K
Net Calls Change
+$267K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$123M +$1.55M +89,250 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$94.2M +$818K +47,052 +0.9%
BFA
3
BlackRock Fund Advisors
California
$87.6M +$9.02M +518,661 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$73M +$3.15M +180,870 +5%
HA
5
Heartland Advisors
Wisconsin
$69.8M -$16.4M -941,925 -20%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$59.4M -$6.63M -381,180 -11%
BIT
7
BlackRock Institutional Trust
California
$29M +$617K +35,493 +2%
GKIM
8
GW&K Investment Management
Massachusetts
$27M -$288K -16,587 -1%
State Street
9
State Street
Massachusetts
$22.1M +$1.51M +86,835 +8%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$17.8M
Ameriprise
11
Ameriprise
Minnesota
$16.6M +$395K +22,740 +3%
KCM
12
Kennedy Capital Management
Missouri
$15.7M +$1.07M +61,410 +8%
Northern Trust
13
Northern Trust
Illinois
$13.1M +$386K +22,221 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$12.9M +$185K +10,647 +2%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$11.6M -$198K -11,400 -2%
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$10.8M -$2.71M -155,628 -21%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$9.46M +$1.03M +59,052 +13%
TA
18
Teachers Advisors
New York
$9.45M +$256K +14,730 +3%
ICM
19
IronBridge Capital Management
Illinois
$7.76M -$1.47M -84,630 -17%
Norges Bank
20
Norges Bank
Norway
$7.63M -$223K -12,837 -3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$7.28M +$369K +21,219 +6%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.08M +$348K +19,995 +6%
Charles Schwab
23
Charles Schwab
California
$6M +$623K +35,826 +12%
FA
24
Friess Associates
Delaware
$5.96M +$5.6M +322,110 New
Prudential Financial
25
Prudential Financial
New Jersey
$5.72M +$396K +22,800 +8%

UFPI Hedge Fund Activity: Q1 2015 in Review

154 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2015, worth a combined $897M — up 3.5% from $866M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UFPI positions and 14 closed out — a net gain of 14 holders — while 60 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.02M. The largest seller was Heartland Advisors, cutting an estimated $16.4M.

  • 154 institutional investors held UFP Industries (UFPI) as of Q1 2015, up from 143 in Q4 2014.
  • Funds reported $897M of UFP Industries stock for Q1 2015, up 3.5% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q1 2015 and 14 closed out, a net change of +14 holders.
  • The largest UFP Industries buyer in Q1 2015 was BlackRock Fund Advisors, an estimated $9.02M added.
  • The largest UFP Industries seller in Q1 2015 was Heartland Advisors, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2015.