UFP Industries
UFPI
213 hedge funds and large institutions have $1.49B invested in UFP Industries in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 21 closing their positions.
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
15% more capital invested
Capital invested by funds: $1.3B → $1.49B (+$192M)
14% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 63
3% more funds holding
Funds holding: 206 → 213 (+7)
0.15% more ownership
Funds ownership: 81.36% → 81.51% (+0.15%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
51% less call options, than puts
Call options by funds: $547K | Put options by funds: $1.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$40.6M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$4.09M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.21M |
| 4 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$3.12M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$17.7M |
| 2 |
BlackRock
New York
|
-$9.97M |
| 3 |
Morgan Stanley
New York
|
-$8.98M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.75M |
| 5 |
JP Morgan Chase
New York
|
-$7.71M |
UFPI Hedge Fund Activity: Q1 2019 in Review
213 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2019, worth a combined $1.49B — up 15% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new UFPI positions and 21 closed out — a net gain of 8 holders — while 72 added to existing stakes and 63 trimmed.
The largest buyer was Franklin Resources, adding an estimated $40.6M. The largest seller was Goldman Sachs, cutting an estimated $17.7M.
- 213 institutional investors held UFP Industries (UFPI) as of Q1 2019, up from 206 in Q4 2018.
- Funds reported $1.49B of UFP Industries stock for Q1 2019, up 15% quarter-over-quarter.
- 29 funds opened new UFP Industries positions in Q1 2019 and 21 closed out, a net change of +8 holders.
- The largest UFP Industries buyer in Q1 2019 was Franklin Resources, an estimated $40.6M added.
- The largest UFP Industries seller in Q1 2019 was Goldman Sachs, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2019.