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UFP Industries

249 hedge funds and large institutions have $2.03B invested in UFP Industries in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 92 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $4.37M | Put options by funds: $813K

229% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 17

48% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 62

19% more funds holding

Funds holding: 210249 (+39)

6% more capital invested

Capital invested by funds: $1.92B → $2.03B (+$119M)

1.07% more ownership

Funds ownership: 82.04%83.11% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
+39
Holders Change %
+18.57%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
56
Increased
92
Reduced
62
Closed
17
Calls
$4.37M
Puts
$813K
Net Calls
+$3.56M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$403M +$2.51M +64,451 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$249M +$940K +24,167 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$177M -$4.39M -112,931 -2%
Victory Capital Management
4
Victory Capital Management
Texas
$90.2M -$10.2M -263,155 -10%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$75.4M +$398K +10,227 +0.5%
State Street
6
State Street
Massachusetts
$71.2M -$2.59M -66,663 -4%
Franklin Resources
7
Franklin Resources
California
$71.1M -$10.2M -263,400 -13%
Northern Trust
8
Northern Trust
Illinois
$48.9M +$1.86M +47,795 +4%
Prudential Financial
9
Prudential Financial
New Jersey
$48.7M +$8.56M +220,101 +22%
Norges Bank
10
Norges Bank
Norway
$37.1M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$36.8M +$450K +11,562 +1%
GKIM
12
GW&K Investment Management
Massachusetts
$34.7M +$6.11M +157,169 +22%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.3M +$240K +6,159 +0.7%
Charles Schwab
14
Charles Schwab
California
$29.6M +$1.68M +43,315 +6%
WHG
15
Westwood Holdings Group
Texas
$26.8M -$6.78M -174,418 -21%
Ameriprise
16
Ameriprise
Minnesota
$24.1M +$2.22M +57,023 +10%
Fisher Asset Management
17
Fisher Asset Management
Washington
$23M +$11.9K +307 +0.1%
N
18
Nuveen
North Carolina
$20.5M -$1.77M -45,379 -8%
KCM
19
Kennedy Capital Management
Missouri
$20.2M -$717K -18,425 -4%
FP
20
Foundry Partners
Minnesota
$20.2M +$949K +24,390 +5%
Principal Financial Group
21
Principal Financial Group
Iowa
$19.8M -$228K -5,865 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
$18.8M +$2.17M +55,790 +13%
Goldman Sachs
23
Goldman Sachs
New York
$16.5M +$13M +333,128 +411%
HAM
24
Hillcrest Asset Management
Texas
$15.4M -$451K -11,607 -3%
Bank of America
25
Bank of America
North Carolina
$15.2M -$1.05M -26,977 -7%

UFPI Hedge Fund Activity: Q3 2019 in Review

249 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2019, worth a combined $2.03B — up 6.2% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UFPI positions and 17 closed out — a net gain of 39 holders — while 92 added to existing stakes and 62 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $13M. The largest seller was Franklin Resources, cutting an estimated $10.2M.

  • 249 institutional investors held UFP Industries (UFPI) as of Q3 2019, up from 210 in Q2 2019.
  • Funds reported $2.03B of UFP Industries stock for Q3 2019, up 6.2% quarter-over-quarter.
  • 56 funds opened new UFP Industries positions in Q3 2019 and 17 closed out, a net change of +39 holders.
  • The largest UFP Industries buyer in Q3 2019 was Goldman Sachs, an estimated $13M added.
  • The largest UFP Industries seller in Q3 2019 was Franklin Resources, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2019.