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UFP Industries

215 hedge funds and large institutions have $1.86B invested in UFP Industries in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $3.21M

15% more capital invested

Capital invested by funds: $1.62B → $1.86B (+$238M)

11% more funds holding

Funds holding: 194215 (+21)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

161.94% less ownership

Funds ownership: 242.72%80.78% (-162%)

Holders
215
Holders Change
+21
Holders Change %
+10.82%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
45
Increased
66
Reduced
69
Closed
23
Calls
$4.27M
Puts
$3.21M
Net Calls
+$1.06M
Net Calls Change
-$458K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$372M +$11.3M +306,432 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M +$1.04M +28,417 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$177M -$3.58M -97,474 -2%
Franklin Resources
4
Franklin Resources
California
$75.7M
State Street
5
State Street
Massachusetts
$59.5M +$4.01M +109,195 +7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$59.4M -$2.33M -63,441 -4%
Allianz Asset Management
7
Allianz Asset Management
Germany
$44.6M -$8.11M -220,727 -16%
Northern Trust
8
Northern Trust
Illinois
$42M -$90.7K -2,466 -0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$38.1M -$6.94M -188,750 -16%
Prudential Financial
10
Prudential Financial
New Jersey
$35.9M +$28.2M +768,292 +413%
GKIM
11
GW&K Investment Management
Massachusetts
$29.6M -$11.3M -307,932 -28%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$29.1M -$2.89M -78,488 -9%
JP Morgan Chase
13
JP Morgan Chase
New York
$26.6M -$2.83M -76,863 -10%
WHG
14
Westwood Holdings Group
Texas
$25.6M -$2.41M -65,630 -9%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$25.3M -$5.26M -143,167 -18%
Bank of America
16
Bank of America
North Carolina
$25M -$1.82M -49,536 -7%
Millennium Management
17
Millennium Management
New York
$24.3M +$8.73M +237,365 +58%
Norges Bank
18
Norges Bank
Norway
$24.3M +$2.86M +77,726 +14%
Fisher Asset Management
19
Fisher Asset Management
Washington
$24.2M -$598K -16,260 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$22.4M +$171K +4,639 +0.8%
KCM
21
Kennedy Capital Management
Missouri
$19.7M -$82.1K -2,232 -0.4%
Charles Schwab
22
Charles Schwab
California
$19.5M +$803K +21,856 +4%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$19.2M +$16.6M +450,306 +754%
Ameriprise
24
Ameriprise
Minnesota
$18.7M -$199K -5,417 -1%
Principal Financial Group
25
Principal Financial Group
Iowa
$17.7M -$697K -18,952 -4%

UFPI Hedge Fund Activity: Q4 2017 in Review

215 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2017, worth a combined $1.86B — up 15% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UFPI positions and 23 closed out — a net gain of 22 holders — while 66 added to existing stakes and 69 trimmed.

The largest buyer was Prudential Financial, adding an estimated $28.2M. The largest seller was Pictet Asset Management (UK), cutting an estimated $23.7M.

  • 215 institutional investors held UFP Industries (UFPI) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.86B of UFP Industries stock for Q4 2017, up 15% quarter-over-quarter.
  • 45 funds opened new UFP Industries positions in Q4 2017 and 23 closed out, a net change of +22 holders.
  • The largest UFP Industries buyer in Q4 2017 was Prudential Financial, an estimated $28.2M added.
  • The largest UFP Industries seller in Q4 2017 was Pictet Asset Management (UK), an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2017.