We are live on ! Find out more
UFPI icon

UFP Industries

194 hedge funds and large institutions have $1.62B invested in UFP Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

14% more capital invested

Capital invested by funds: $1.43B → $1.62B (+$194M)

3.72% more ownership

Funds ownership: 238.99%242.72% (+3.7%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

2% less funds holding

Funds holding: 197194 (-3)

Holders
194
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
72
Reduced
62
Closed
25
Calls
$2.52M
Puts
$1M
Net Calls
+$1.52M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$313M -$6.52M -225,732 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$179M +$462K +16,014 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$157M +$3.34M +115,785 +2%
Franklin Resources
4
Franklin Resources
California
$65.8M +$10.5M +364,200 +22%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$53.8M -$442K -15,321 -0.9%
State Street
6
State Street
Massachusetts
$48.2M -$238K -8,238 -0.6%
Allianz Asset Management
7
Allianz Asset Management
Germany
$46M +$25.3M +877,950 +166%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$39.3M -$2.9M -100,536 -8%
Northern Trust
9
Northern Trust
Illinois
$36.6M +$1.73K +60 +0%
GKIM
10
GW&K Investment Management
Massachusetts
$35.8M -$57.8K -2,001 -0.2%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$31.5M +$7.18M +248,847 +35%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$27.9M +$16.3M +566,346 +197%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$26.7M +$3.65M +126,495 +18%
JP Morgan Chase
14
JP Morgan Chase
New York
$25.1M -$3.73M -129,159 -14%
WHG
15
Westwood Holdings Group
Texas
$24.5M +$19M +659,532 +751%
Bank of America
16
Bank of America
North Carolina
$23.4M +$1.51M +52,224 +8%
Fisher Asset Management
17
Fisher Asset Management
Washington
$21.6M +$278K +9,633 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$19.3M +$834K +28,893 +5%
Norges Bank
19
Norges Bank
Norway
$18.6M -$3.67M -127,098 -18%
CP
20
Covalent Partners
Massachusetts
$17.5M -$7.85M -271,935 -34%
KCM
21
Kennedy Capital Management
Missouri
$17.2M +$3.27M +113,373 +28%
Ameriprise
22
Ameriprise
Minnesota
$16.4M -$29.7K -1,029 -0.2%
Charles Schwab
23
Charles Schwab
California
$16.3M +$2M +69,384 +16%
Principal Financial Group
24
Principal Financial Group
Iowa
$16M -$242K -8,388 -2%
Victory Capital Management
25
Victory Capital Management
Texas
$15.7M -$784K -27,171 -5%

UFPI Hedge Fund Activity: Q3 2017 in Review

194 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2017, worth a combined $1.62B — up 14% from $1.43B a quarter earlier.

Fund positioning in UFPI was balanced in Q3 2017: 25 funds opened new positions, 25 closed out, 72 added to existing stakes and 62 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $25.3M. The largest seller was Prudential Financial, cutting an estimated $17.9M.

  • 194 institutional investors held UFP Industries (UFPI) as of Q3 2017, down from 197 in Q2 2017.
  • Funds reported $1.62B of UFP Industries stock for Q3 2017, up 14% quarter-over-quarter.
  • 25 funds opened new UFP Industries positions in Q3 2017 and 25 closed out, a net change of 0 holders.
  • The largest UFP Industries buyer in Q3 2017 was Allianz Asset Management, an estimated $25.3M added.
  • The largest UFP Industries seller in Q3 2017 was Prudential Financial, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2017.