UFP Industries
UFPI
157 hedge funds and large institutions have $856M invested in UFP Industries in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 13 closing their positions.
1,323% more call options, than puts
Call options by funds: $370K | Put options by funds: $26K
39% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 51
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
1% more funds holding
Funds holding: 155 → 157 (+2)
5% less capital invested
Capital invested by funds: $898M → $856M (-$41.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$7.43M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$7.36M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.19M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.51M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$14.2M |
| 2 |
Morgan Stanley
New York
|
-$4.47M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$4.37M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.14M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$2.59M |
UFPI Hedge Fund Activity: Q2 2015 in Review
157 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2015, worth a combined $856M — down 4.7% from $898M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UFPI positions and 13 closed out — a net gain of 2 holders — while 71 added to existing stakes and 51 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $7.43M. The largest seller was Heartland Advisors, cutting an estimated $14.2M.
- 157 institutional investors held UFP Industries (UFPI) as of Q2 2015, up from 155 in Q1 2015.
- Funds reported $856M of UFP Industries stock for Q2 2015, down 4.7% quarter-over-quarter.
- 15 funds opened new UFP Industries positions in Q2 2015 and 13 closed out, a net change of +2 holders.
- The largest UFP Industries buyer in Q2 2015 was Principal Financial Group, an estimated $7.43M added.
- The largest UFP Industries seller in Q2 2015 was Heartland Advisors, an estimated $14.2M sold.
Based on aggregated 13F filings for Q2 2015.