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UFP Industries

172 hedge funds and large institutions have $949M invested in UFP Industries in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

11% more capital invested

Capital invested by funds: $855M → $949M (+$93.9M)

10% more funds holding

Funds holding: 156172 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

32% less call options, than puts

Call options by funds: $651K | Put options by funds: $953K

Holders
172
Holders Change
+16
Holders Change %
+10.26%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
64
Reduced
53
Closed
18
Calls
$651K
Puts
$953K
Net Calls
-$302K
Net Calls Change
-$646K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$105M -$25.1M -1,260,000 -19%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$98.7M +$224K +11,277 +0.2%
BFA
3
BlackRock Fund Advisors
California
$86.4M -$70.2K -3,528 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$79.5M +$1.26M +63,567 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$51.3M -$7.32M -367,620 -12%
BIT
6
BlackRock Institutional Trust
California
$31.6M +$3.64M +182,847 +13%
GKIM
7
GW&K Investment Management
Massachusetts
$28M +$601K +30,180 +2%
HA
8
Heartland Advisors
Wisconsin
$24.6M -$34.3M -1,723,248 -57%
State Street
9
State Street
Massachusetts
$23.4M -$159K -7,968 -0.7%
Ameriprise
10
Ameriprise
Minnesota
$16.7M +$181K +9,105 +1%
Principal Financial Group
11
Principal Financial Group
Iowa
$16.7M +$1.55M +77,748 +10%
KCM
12
Kennedy Capital Management
Missouri
$16.4M +$980K +49,257 +6%
Northern Trust
13
Northern Trust
Illinois
$15.8M +$776K +39,009 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$15.5M +$1.95M +97,776 +14%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$15.2M -$3.74M -187,719 -19%
Millennium Management
16
Millennium Management
New York
$12.6M +$8.65M +434,940 +196%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$12.1M +$2.38M +119,700 +23%
CP
18
Covalent Partners
Massachusetts
$11.7M +$12.1M +606,993 New
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$10.5M -$1.64M -82,500 -13%
Norges Bank
20
Norges Bank
Norway
$10.1M
Fisher Asset Management
21
Fisher Asset Management
Washington
$9.78M +$2.8M +140,535 +38%
TA
22
Teachers Advisors
New York
$8.78M -$3.4M -171,084 -27%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$8.72M +$8.92M +448,419 +8,527%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$8.29M +$513K +25,773 +6%
Charles Schwab
25
Charles Schwab
California
$6.8M +$35.5K +1,785 +0.5%

UFPI Hedge Fund Activity: Q3 2015 in Review

172 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2015, worth a combined $949M — up 11% from $855M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UFPI positions and 18 closed out — a net gain of 17 holders — while 64 added to existing stakes and 53 trimmed.

The largest buyer was Covalent Partners, opening a new position worth an estimated $12.1M. The largest seller was Heartland Advisors, cutting an estimated $34.3M.

  • 172 institutional investors held UFP Industries (UFPI) as of Q3 2015, up from 156 in Q2 2015.
  • Funds reported $949M of UFP Industries stock for Q3 2015, up 11% quarter-over-quarter.
  • 35 funds opened new UFP Industries positions in Q3 2015 and 18 closed out, a net change of +17 holders.
  • The largest UFP Industries buyer in Q3 2015 was Covalent Partners, an estimated $12.1M added.
  • The largest UFP Industries seller in Q3 2015 was Heartland Advisors, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2015.