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UFP Industries

197 hedge funds and large institutions have $1.43B invested in UFP Industries in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

13% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $3.79M

3% less funds holding

Funds holding: 203197 (-6)

8.18% less ownership

Funds ownership: 247.18%238.99% (-8.2%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

14% less capital invested

Capital invested by funds: $1.65B → $1.43B (-$223M)

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
73
Reduced
62
Closed
37
Calls
$4.3M
Puts
$3.79M
Net Calls
+$508K
Net Calls Change
-$590K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$285M +$7.56M +248,886 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M +$4.47M +147,174 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$136M -$4.56M -149,919 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$48.3M +$50.2K +1,653 +0.1%
Franklin Resources
5
Franklin Resources
California
$48M +$4.9M +161,100 +11%
State Street
6
State Street
Massachusetts
$43.1M -$5.09M -167,655 -10%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$37.9M +$5.92M +194,874 +18%
Northern Trust
8
Northern Trust
Illinois
$32.6M +$851K +28,020 +3%
GKIM
9
GW&K Investment Management
Massachusetts
$31.9M -$1M -32,997 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$26.6M -$3.29M -108,393 -11%
CP
11
Covalent Partners
Massachusetts
$23.5M +$24.6M +808,098 New
Prudential Financial
12
Prudential Financial
New Jersey
$23.4M -$3.98M -130,920 -14%
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$21M +$2.9M +95,580 +15%
Norges Bank
14
Norges Bank
Norway
$20.2M -$8.63M -283,974 -29%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$20M +$4.91M +161,610 +31%
Bank of America
16
Bank of America
North Carolina
$19.3M +$1.17M +38,403 +6%
Fisher Asset Management
17
Fisher Asset Management
Washington
$18.9M +$1.42M +46,752 +8%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$17.9M +$3.19K +105 +0%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$16.4M +$656K +21,573 +4%
Allianz Asset Management
20
Allianz Asset Management
Germany
$15.3M -$1.02M -33,519 -6%
Victory Capital Management
21
Victory Capital Management
Texas
$14.7M +$9.02M +296,844 +141%
Ameriprise
22
Ameriprise
Minnesota
$14.7M -$5.35M -176,115 -26%
Principal Financial Group
23
Principal Financial Group
Iowa
$14.5M -$22.7M -745,821 -60%
Millennium Management
24
Millennium Management
New York
$14.4M +$9.79M +322,170 +187%
TCIM
25
TIAA CREF Investment Management
New York
$14.3M +$966K +31,776 +7%

UFPI Hedge Fund Activity: Q2 2017 in Review

197 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2017, worth a combined $1.43B — down 14% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UFPI and 32 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Covalent Partners, opening a new position worth an estimated $24.6M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $26.1M sold.

  • 197 institutional investors held UFP Industries (UFPI) as of Q2 2017, down from 203 in Q1 2017.
  • Funds reported $1.43B of UFP Industries stock for Q2 2017, down 14% quarter-over-quarter.
  • 32 funds opened new UFP Industries positions in Q2 2017 and 37 closed out, a net change of -5 holders.
  • The largest UFP Industries buyer in Q2 2017 was Covalent Partners, an estimated $24.6M added.
  • The largest UFP Industries seller in Q2 2017 was Copper Rock Capital Partners, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2017.