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UFP Industries

208 hedge funds and large institutions have $1.69B invested in UFP Industries in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

243.9% more ownership

Funds ownership: 0%243.9% (+244%)

187% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $1.58M

4% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 71

4% more capital invested

Capital invested by funds: $1.63B → $1.69B (+$62.1M)

5% less funds holding

Funds holding: 218208 (-10)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
208
Holders Change
-10
Holders Change %
-4.59%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
74
Reduced
71
Closed
32
Calls
$4.54M
Puts
$1.58M
Net Calls
+$2.96M
Net Calls Change
+$4.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$179M -$12.3M -378,456 -7%
BFA
2
BlackRock Fund Advisors
California
$174M +$19.1M +584,769 +13%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$165M -$5.94M -182,469 -4%
BIT
4
BlackRock Institutional Trust
California
$81.6M +$4.55M +139,581 +6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$58.3M -$3.75M -115,140 -6%
State Street
6
State Street
Massachusetts
$57M -$1.02M -31,230 -2%
Franklin Resources
7
Franklin Resources
California
$51.7M -$11M -338,400 -18%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$42.7M -$12.3M -377,343 -23%
GKIM
9
GW&K Investment Management
Massachusetts
$38.9M -$5.37M -164,847 -13%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$38.3M +$1.07M +32,820 +3%
Prudential Financial
11
Prudential Financial
New Jersey
$37M -$3.32M -101,760 -9%
JP Morgan Chase
12
JP Morgan Chase
New York
$36.2M +$7.13M +218,748 +26%
Northern Trust
13
Northern Trust
Illinois
$35.8M +$546K +16,767 +2%
Principal Financial Group
14
Principal Financial Group
Iowa
$33.3M -$6.17M -189,282 -16%
Ameriprise
15
Ameriprise
Minnesota
$28.5M +$3.03M +93,015 +12%
CRCP
16
Copper Rock Capital Partners
Massachusetts
$26.7M -$201K -6,159 -0.8%
Norges Bank
17
Norges Bank
Norway
$26.4M +$1.95M +60,000 +8%
JIR
18
James Investment Research
Ohio
$21.5M -$298K -9,150 -1%
KCM
19
Kennedy Capital Management
Missouri
$21.1M +$5.72M +175,680 +40%
Fisher Asset Management
20
Fisher Asset Management
Washington
$21.1M -$3.43M -105,165 -15%
TA
21
Teachers Advisors
New York
$20.3M +$2.22M +68,118 +13%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$17.9M +$9.76M +299,550 +133%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$17.9M +$1.14M +35,097 +7%
PAM
24
Panagora Asset Management
Massachusetts
$16.7M +$1.55M +47,448 +11%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$16.7M +$16M +490,047 New

UFPI Hedge Fund Activity: Q4 2016 in Review

208 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2016, worth a combined $1.69B — up 3.8% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UFPI and 25 opened new positions — a net loss of 7 holders — while 71 trimmed existing stakes and 74 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $19.1M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $23.9M sold.

  • 208 institutional investors held UFP Industries (UFPI) as of Q4 2016, down from 218 in Q3 2016.
  • Funds reported $1.69B of UFP Industries stock for Q4 2016, up 3.8% quarter-over-quarter.
  • 25 funds opened new UFP Industries positions in Q4 2016 and 32 closed out, a net change of -7 holders.
  • The largest UFP Industries buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $19.1M added.
  • The largest UFP Industries seller in Q4 2016 was Arrowstreet Capital, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2016.