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UFP Industries

212 hedge funds and large institutions have $1.8B invested in UFP Industries in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $663K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.02% more ownership

Funds ownership: 81.45%82.47% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

2% less capital invested

Capital invested by funds: $1.84B → $1.8B (-$40.2M)

2% less funds holding

Funds holding: 217212 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
77
Reduced
71
Closed
23
Calls
$1.17M
Puts
$663K
Net Calls
+$507K
Net Calls Change
+$372K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$392M +$19M +515,543 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M +$4.19M +113,713 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$158M -$3.32M -89,950 -2%
Victory Capital Management
4
Victory Capital Management
Texas
$66.4M +$34M +921,353 +96%
State Street
5
State Street
Massachusetts
$62.9M +$4.11M +111,573 +7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$59.5M +$1.66M +45,099 +3%
Northern Trust
7
Northern Trust
Illinois
$41.4M +$213K +5,773 +0.5%
Allianz Asset Management
8
Allianz Asset Management
Germany
$32.3M -$587K -15,929 -2%
Bank of America
9
Bank of America
North Carolina
$31.7M +$4.06M +110,015 +14%
Norges Bank
10
Norges Bank
Norway
$31.6M -$1.04M -28,105 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$31.4M -$1.29M -35,029 -4%
Prudential Financial
12
Prudential Financial
New Jersey
$30.7M -$10.3M -279,147 -24%
WHG
13
Westwood Holdings Group
Texas
$29.9M +$1.37M +37,157 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$28.6M +$1.01M +27,256 +3%
GKIM
15
GW&K Investment Management
Massachusetts
$27.5M -$70.2K -1,903 -0.2%
KCM
16
Kennedy Capital Management
Missouri
$26.4M +$8.18M +221,703 +42%
Ameriprise
17
Ameriprise
Minnesota
$24.5M +$4.27M +115,800 +20%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$24M +$1.25M +33,867 +5%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$23.3M -$1.12M -30,361 -4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$22.2M +$3.11M +84,402 +16%
Charles Schwab
21
Charles Schwab
California
$21.7M +$979K +26,544 +5%
Fisher Asset Management
22
Fisher Asset Management
Washington
$20.3M -$1.89M -51,362 -8%
JP Morgan Chase
23
JP Morgan Chase
New York
$19.2M -$3.11M -84,443 -13%
Principal Financial Group
24
Principal Financial Group
Iowa
$18.1M +$761K +20,641 +4%
GJL
25
Gendell Jeffrey L
$14.6M -$1.69M -45,814 -10%

UFPI Hedge Fund Activity: Q3 2018 in Review

212 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2018, worth a combined $1.8B — down 2.2% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UFPI and 19 opened new positions — a net loss of 4 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $34M. The largest seller was SG Capital Management, cutting an estimated $10.6M.

  • 212 institutional investors held UFP Industries (UFPI) as of Q3 2018, down from 217 in Q2 2018.
  • Funds reported $1.8B of UFP Industries stock for Q3 2018, down 2.2% quarter-over-quarter.
  • 19 funds opened new UFP Industries positions in Q3 2018 and 23 closed out, a net change of -4 holders.
  • The largest UFP Industries buyer in Q3 2018 was Victory Capital Management, an estimated $34M added.
  • The largest UFP Industries seller in Q3 2018 was SG Capital Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2018.