UFP Industries
UFPI
206 hedge funds and large institutions have $1.3B invested in UFP Industries in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 40 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 64
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.12% less ownership
Funds ownership: 82.47% → 81.36% (-1.1%)
3% less funds holding
Funds holding: 212 → 206 (-6)
10% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 40
27% less capital invested
Capital invested by funds: $1.8B → $1.3B (-$493M)
31% less call options, than puts
Call options by funds: $516K | Put options by funds: $747K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$15.5M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$13M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$10.3M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.22M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$25.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.9M |
| 3 |
GJL
Gendell Jeffrey L
|
-$9.4M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$8.99M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.84M |
UFPI Hedge Fund Activity: Q4 2018 in Review
206 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2018, worth a combined $1.3B — down 27% from $1.8B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of UFPI and 36 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 73 added.
The largest buyer was Goldman Sachs, adding an estimated $15.5M. The largest seller was BlackRock, cutting an estimated $25.5M.
- 206 institutional investors held UFP Industries (UFPI) as of Q4 2018, down from 212 in Q3 2018.
- Funds reported $1.3B of UFP Industries stock for Q4 2018, down 27% quarter-over-quarter.
- 36 funds opened new UFP Industries positions in Q4 2018 and 40 closed out, a net change of -4 holders.
- The largest UFP Industries buyer in Q4 2018 was Goldman Sachs, an estimated $15.5M added.
- The largest UFP Industries seller in Q4 2018 was BlackRock, an estimated $25.5M sold.
Based on aggregated 13F filings for Q4 2018.