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UFP Industries

238 hedge funds and large institutions have $1.89B invested in UFP Industries in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.58% more ownership

Funds ownership: 81.49%82.07% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

4% less call options, than puts

Call options by funds: $729K | Put options by funds: $762K

12% less funds holding

Funds holding: 271238 (-33)

21% less capital invested

Capital invested by funds: $2.39B → $1.89B (-$501M)

57% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 54

Holders
238
Holders Change
-33
Holders Change %
-12.18%
% of All Funds
5.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
89
Reduced
91
Closed
54
Calls
$729K
Puts
$762K
Net Calls
-$33K
Net Calls Change
-$912K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$332M -$16.4M -357,282 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$244M +$14.4M +314,026 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$152M -$6.65M -144,758 -3%
Victory Capital Management
4
Victory Capital Management
Texas
$116M +$75.2M +1,638,298 +111%
Franklin Resources
5
Franklin Resources
California
$77M +$15.6M +338,723 +20%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$72.1M +$2.87M +62,576 +3%
State Street
7
State Street
Massachusetts
$69.4M +$5.21M +113,362 +6%
Prudential Financial
8
Prudential Financial
New Jersey
$48.6M -$3.51M -76,529 -6%
Northern Trust
9
Northern Trust
Illinois
$40.6M -$3.3M -71,947 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.9M +$5.04M +109,699 +12%
Norges Bank
11
Norges Bank
Norway
$34.6M
GKIM
12
GW&K Investment Management
Massachusetts
$30.1M -$1.78M -38,843 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$28.1M -$1.9M -41,453 -5%
WHG
14
Westwood Holdings Group
Texas
$22.1M -$2.52M -54,901 -8%
Ameriprise
15
Ameriprise
Minnesota
$20.5M -$1.04M -22,624 -4%
N
16
Nuveen
North Carolina
$20.1M -$1.83M -39,842 -7%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$19.7M +$7.5M +163,298 +45%
Principal Financial Group
18
Principal Financial Group
Iowa
$18.5M -$856K -18,642 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18M +$5.52M +120,200 +33%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$17.5M +$4.62M +100,551 +27%
KCM
21
Kennedy Capital Management
Missouri
$17.4M +$2.58M +56,093 +14%
Charles Schwab
22
Charles Schwab
California
$17.2M -$12.1M -263,431 -36%
HAM
23
Hillcrest Asset Management
Texas
$13.9M +$50.5K +1,100 +0.3%
Goldman Sachs
24
Goldman Sachs
New York
$13.4M +$3.09M +67,368 +23%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$12.8M -$856K -18,645 -5%

UFPI Hedge Fund Activity: Q1 2020 in Review

238 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2020, worth a combined $1.89B — down 21% 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 91 trimmed existing stakes and 89 added.

The largest buyer was Victory Capital Management, adding an estimated $75.2M. The largest seller was BlackRock, cutting an estimated $16.4M.

  • 238 institutional investors held UFP Industries (UFPI) as of Q1 2020, down from 271 in Q4 2019.
  • Funds reported $1.89B of UFP Industries stock for Q1 2020, down 21% 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 Victory Capital Management, an estimated $75.2M added.
  • The largest UFP Industries seller in Q1 2020 was BlackRock, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2020.