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UFP Industries

241 hedge funds and large institutions have $2.47B invested in UFP Industries in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $376K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $1.89B → $2.47B (+$581M)

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

1% more funds holding

Funds holding: 238241 (+3)

0.67% less ownership

Funds ownership: 82.07%81.39% (-0.67%)

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 101

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
38
Increased
68
Reduced
101
Closed
33
Calls
$1.27M
Puts
$376K
Net Calls
+$897K
Net Calls Change
+$930K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$464M +$19.3M +452,533 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M -$5.53M -129,911 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$192M -$8.68M -203,993 -5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$109M +$11.1M +261,673 +14%
State Street
5
State Street
Massachusetts
$91.9M -$473K -11,106 -0.6%
Franklin Resources
6
Franklin Resources
California
$78.3M -$24.6M -577,819 -28%
Victory Capital Management
7
Victory Capital Management
Texas
$77.8M -$65.4M -1,537,011 -49%
Prudential Financial
8
Prudential Financial
New Jersey
$64.5M -$103K -2,419 -0.2%
Northern Trust
9
Northern Trust
Illinois
$56.7M +$2.29M +53,895 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52.5M +$575K +13,516 +1%
Norges Bank
11
Norges Bank
Norway
$44.6M -$1.19M -28,026 -3%
GKIM
12
GW&K Investment Management
Massachusetts
$39M -$861K -20,236 -3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$37.6M +$9.84M +231,116 +44%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37M -$438K -10,294 -1%
WHG
15
Westwood Holdings Group
Texas
$29M -$301K -7,062 -1%
Ameriprise
16
Ameriprise
Minnesota
$27.6M +$229K +5,384 +1%
Principal Financial Group
17
Principal Financial Group
Iowa
$24.3M -$315K -7,388 -1%
Charles Schwab
18
Charles Schwab
California
$24.2M +$1.12M +26,255 +6%
N
19
Nuveen
North Carolina
$23.7M -$2.59M -60,917 -11%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$23.4M +$16.7M +392,283 +485%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$23.4M +$74.8K +1,757 +0.4%
CCMG
22
Clark Capital Management Group
Pennsylvania
$22.4M +$16.1M +377,483 +499%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.4M -$1.32M -31,000 -6%
KCM
24
Kennedy Capital Management
Missouri
$22.4M -$666K -15,639 -3%
HAM
25
Hillcrest Asset Management
Texas
$17.9M -$498K -11,698 -3%

UFPI Hedge Fund Activity: Q2 2020 in Review

241 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2020, worth a combined $2.47B — up 31% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UFPI positions and 33 closed out — a net gain of 5 holders — while 68 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $19.3M. The largest seller was Victory Capital Management, cutting an estimated $65.4M.

  • 241 institutional investors held UFP Industries (UFPI) as of Q2 2020, up from 238 in Q1 2020.
  • Funds reported $2.47B of UFP Industries stock for Q2 2020, up 31% quarter-over-quarter.
  • 38 funds opened new UFP Industries positions in Q2 2020 and 33 closed out, a net change of +5 holders.
  • The largest UFP Industries buyer in Q2 2020 was BlackRock, an estimated $19.3M added.
  • The largest UFP Industries seller in Q2 2020 was Victory Capital Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q2 2020.