UFP Industries
UFPI
237 hedge funds and large institutions have $1.83B invested in UFP Industries in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 90 reducing their positions, and 54 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
1% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 90
4% less call options, than puts
Call options by funds: $729K | Put options by funds: $762K
1.93% less ownership
Funds ownership: 81.49% → 79.55% (-1.9%)
13% less funds holding
Funds holding: 271 → 237 (-34)
23% less capital invested
Capital invested by funds: $2.39B → $1.83B (-$559M)
57% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$15.6M |
| 2 |
FA
Friess Associates
Greenville,
Delaware
|
+$15M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.4M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$10.5M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$7.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$16.4M |
| 2 |
Man Group
London,
United Kingdom
|
-$14M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$12.2M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$12.1M |
| 5 |
Morgan Stanley
New York
|
-$11.9M |
UFPI Hedge Fund Activity: Q1 2020 in Review
237 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2020, worth a combined $1.83B — down 23% from $2.39B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of UFPI and 23 opened new positions — a net loss of 31 holders — while 90 trimmed existing stakes and 89 added.
The largest buyer was Franklin Resources, adding an estimated $15.6M. The largest seller was BlackRock, cutting an estimated $16.4M.
- 237 institutional investors held UFP Industries (UFPI) as of Q1 2020, down from 271 in Q4 2019.
- Funds reported $1.83B of UFP Industries stock for Q1 2020, down 23% quarter-over-quarter.
- 23 funds opened new UFP Industries positions in Q1 2020 and 54 closed out, a net change of -31 holders.
- The largest UFP Industries buyer in Q1 2020 was Franklin Resources, an estimated $15.6M added.
- The largest UFP Industries seller in Q1 2020 was BlackRock, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2020.