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UFP Industries

271 hedge funds and large institutions have $2.39B invested in UFP Industries in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $400K

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $2.03B → $2.39B (+$352M)

9% more funds holding

Funds holding: 249271 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.63% less ownership

Funds ownership: 83.11%81.49% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
271
Holders Change
+22
Holders Change %
+8.84%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
85
Reduced
98
Closed
23
Calls
$1.28M
Puts
$400K
Net Calls
+$879K
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$442M -$39.8M -843,613 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M +$408K +8,655 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$202M -$10.3M -219,184 -5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$89.4M -$749K -15,891 -0.8%
State Street
5
State Street
Massachusetts
$83.6M -$1.45M -30,743 -2%
Franklin Resources
6
Franklin Resources
California
$82.6M -$2.4M -50,896 -3%
Victory Capital Management
7
Victory Capital Management
Texas
$70.1M -$37.3M -791,004 -35%
Prudential Financial
8
Prudential Financial
New Jersey
$65.9M +$7.59M +161,099 +13%
Northern Trust
9
Northern Trust
Illinois
$55.5M -$2.87M -61,004 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$44.7M +$4.8M +101,847 +12%
Norges Bank
11
Norges Bank
Norway
$44.3M
GKIM
12
GW&K Investment Management
Massachusetts
$40.4M -$1.08M -22,945 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$38.1M -$5.9M -125,098 -14%
Charles Schwab
14
Charles Schwab
California
$34.6M -$769K -16,316 -2%
WHG
15
Westwood Holdings Group
Texas
$30.9M -$1.12M -23,756 -4%
N
16
Nuveen
North Carolina
$27.7M +$3.06M +65,028 +13%
Ameriprise
17
Ameriprise
Minnesota
$27.4M -$1.34M -28,501 -5%
Principal Financial Group
18
Principal Financial Group
Iowa
$24.6M +$915K +19,414 +4%
Morgan Stanley
19
Morgan Stanley
New York
$23.9M +$6.3M +133,616 +36%
PAM
20
Panagora Asset Management
Massachusetts
$22.7M +$9.58M +203,350 +75%
FP
21
Foundry Partners
Minnesota
$20.7M -$3.41M -72,446 -14%
KCM
22
Kennedy Capital Management
Missouri
$19.6M -$4.51M -95,782 -19%
Man Group
23
Man Group
United Kingdom
$18.1M +$5.6M +118,892 +46%
HAM
24
Hillcrest Asset Management
Texas
$17.8M -$642K -13,631 -4%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$17.6M -$293K -6,226 -2%

UFPI Hedge Fund Activity: Q4 2019 in Review

271 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2019, worth a combined $2.39B — up 17% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UFPI positions and 23 closed out — a net gain of 30 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $17.2M. The largest seller was BlackRock, cutting an estimated $39.8M.

  • 271 institutional investors held UFP Industries (UFPI) as of Q4 2019, up from 249 in Q3 2019.
  • Funds reported $2.39B of UFP Industries stock for Q4 2019, up 17% quarter-over-quarter.
  • 53 funds opened new UFP Industries positions in Q4 2019 and 23 closed out, a net change of +30 holders.
  • The largest UFP Industries buyer in Q4 2019 was Loomis, Sayles & Company, an estimated $17.2M added.
  • The largest UFP Industries seller in Q4 2019 was BlackRock, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2019.